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LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.
Team31
NameLocationLinksContact
Christa Carone
Managing Director
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Emily Field
Chief People Officer
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Greg Gates
Group Managing Director
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Matthew Audette
Managing Director
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Matthew Morningstar
Group Managing Director
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Rich Steinmeier
Chief Executive Officer
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Tom Gannon
Evp Chief Advocacy Officer
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Adam Davidson
Senior Vice President
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Katherine Daniels
Vice President
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Lauren Shockey
Vice President
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Marc Cohen
Executive Vice President
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Megan Demonte
Executive Vice President
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Mike Holtschlag
EVP Banking Lending
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Nick Agostinacchio
Senior Vice President
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Ron Tolle
Vice President
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Scott Belous
Executive Vice President
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Tori Anthony
Vice President
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Allison H. Mnookin
Director
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Aneri Jambusaria
Managing Director
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Anne M. Mulcahy
Director
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Corey E. Thomas
Director
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Matthew K. Enyedi
Managing Director
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Paulett Eberhart
Director
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Richard P. Schifter
Director
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Scott Posner
Managing Director
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Somesh Khanna
Director
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William F. Glavin
Director
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Albert J. Ko
Board Member
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Edward C. Bernard
Member Board Of Directors
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James S. Putnam
Chair
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Ashley Harway
Executive Assistant To Office Of The CEO
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