What's Your Vision of Success? 

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

What's Your Vision of Success? Vidyard without light box

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

Begin Assessment

INTERACTIVE HERO WITH DAM VIDEO

What's Your Vision of Success? DAM VIDEO

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

What's Your Vision of Success? Vidyard without light box

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

Learn More

INTERACTIVE HERO WITH EXTERNAL VIDEO

What's Your Vision of Success? 

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

What's Your Vision of Success? Vidyard without light box

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

Begin assessment

INTERACTIVE HERO - VIDYARD VIDEO WITH LIGHTBOX AND AUTOPLAY

What's Your Vision of Success? 

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

What's Your Vision of Success? Vidyard without light box

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

Begin assessment

INTERACTIVE HERO - VIDYARD VIDEO WITH LIGHTBOX

What's Your Vision of Success? 

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

What's Your Vision of Success? Vidyard without light box

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

Begin assessment

INTERACTIVE HERO - VIDYARD VIDEO WITH AUTOPLAY

What's Your Vision of Success? 

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

What's Your Vision of Success? Vidyard without light box

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

Learn more

INTERACTIVE HERO - VIDYARD VIDEO WITHOUT LIGHTBOX & AUTOPLAY

What's Your Vision of Success? 

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

What's Your Vision of Success? Vidyard without light box

Supporting independent financial advisors, RIAs, and institutions with innovative tools, market insights, and custom solutions for their clients.

Begin Assessment

Meet your local LPL representatives

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  • Independent Advisor
  • Large Enterprises
  • Startegic Wealth

Jeffery Gardner

Assistant Vice President

Coverage: Alabama and Georgia

678-381-5103

Learn More about Jeffery

Chad Sautter

Assistant Vice President

Coverage: Southern Texas

832-603-8095

Learn More

Jay Watz

Assistant Vice President

Coverage: Kansas and Missouri

314-365-1914

Learn More About Him

Rebecca Gumley

Coverage: South Florida and Nevada

Learn More about Rebecca

Steve Jendrusinas

Coverage: Southern California and Nevada

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Greg Gates

Managing Director, Chief Technology 
& Information Officer

Coverage: Central California, Hawaii

123-456-7890

Matthew Audette

Vice President, Regional Director

Coverage: Central California, Los Angeles and San Bernardino counties, & Hawaii

111-222-3331

Learn More About Him Via Bio Page

Jay Watz

Assistant Vice President

Coverage: Kansas and Missouri

314-365-1914

Learn More About Him

Sallie R Larsens

Managing Director, Chief Human 
Capital Officer

Coverage: Central California, Hawaii