We’re proud to share that our team has been invited to attend LPL Financial’s Summit Level Conference in 2026.

This event is reserved for approximately 225 of LPL’s top advisors nationwide. It brings together high-performing independent firms to connect with LPL leadership, discuss the most important issues shaping our industry, and exchange ideas with peers who operate at a similar level.

Summit is both a recognition of performance and an opportunity to sharpen our thinking. We return from these meetings better informed, better connected, and better equipped to serve our clients.

*Summit Club is an LPL award based on annual production.