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LPL and Private Advisor Group welcome Paxel Financial Consulting. "We believe this move strengthens our ability to deliver comprehensive advice while maintaining the independence that is central to our philosophy and the relationships we've built over the years." - Chin Po Last Edited by: LPL Financial Last Updated: August 06, 2026 SAN DIEGO - August 6, 2026 - LPL Financial LLC announced today that the financial advisors of Paxel Financial Consulting have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform and will be leveraging Private Advisor Group's infrastructure for the next stage of their growth. Led by Founder Chin Po, CPA, the team reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from Cetera. Founded in 1989, Paxel Financial Consulting has built its reputation on providing comprehensive guidance that integrates financial planning, estate planning and life planning. The firm's advisors leverage their backgrounds to help clients make informed financial decisions through a coordinated and planning-efficient approach. "We believe the best financial advice begins with understanding the complete picture of a client's life," said Po. "By combining financial planning and estate planning, we help clients pursue their goals with greater confidence and clarity. For many of the families we serve, especially those navigating the challenges of immigration and cross-border financial complexities, having an advisor who understands their unique circumstances can make a meaningful difference in their lives." The Paxel Financial Consulting team also includes financial advisors Young Po, Harry Lee, CPA, Jim Xu, CPA, and Gary Jiang, CPA. Together, the team collaborates across disciplines to provide integrated advice tailored to each client's needs and long-term goals. Why Paxel Financial Consulting chose LPL. Paxel Financial Consulting selected LPL to enhance the client experience through expanded technology, greater flexibility and access to a broad range of investment and business solutions. The team was especially attracted to LPL's ability to support independent advisors while allowing them to continue delivering objective, personalized guidance. "LPL provides the flexibility, technology and resources that will help us continue elevating the value we bring to our clients," said Po. "We believe this move strengthens our ability to deliver comprehensive advice while maintaining the independence that is central to our philosophy and the relationships we've built over the years." "The demand for holistic financial advice continues to grow, and Paxel's integrated approach is a strong example of that trend. We're thrilled to welcome the team and alongside LPL support what's next in their journey," added David Bogdanov, business development consultant from Private Advisor Group. Marc Cohen, chief growth officer at LPL Financial, said, "We welcome Chin Po and the Paxel Financial Consulting team to LPL. For decades, they have built a trusted practice centered on comprehensive planning, deep relationships and a commitment to serving the unique needs of their clients. Their integrated approach to tax, estate and financial planning aligns well with LPL's commitment to helping advisors deliver differentiated value, and we look forward to supporting their continued growth." About LPL Financial. LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. Securities and advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor and broker-dealer, member FINRA/SIPC. Paxel Financial Consulting and LPL Financial are separate entities. Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial. LPL Financial, LLC routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of its website. *Value approximated based on asset and holding details provided to LPL from end of year, 2025.

LPL Research launches new Model Portfolios to expand advisor capabilities. "The introduction of our building block model portfolios enhances the flexibility and choice we provide to advisors and institutions." - Marc Zabicki. Last Edited by: LPL Financial Last Updated: August 04, 2026 SAN DIEGO - August 4, 2026 - LPL Financial LLC today announced that LPL Research has launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70 offerings. Designed to provide advisors with greater flexibility in portfolio construction, the new models can be combined to create customized investment solutions tailored to a broad range of client objectives. The launch reflects LPL Research's continued investment in portfolio innovation and comes as its model portfolio platform recently surpassed $100 billion in assets under management (AUM). Introducing Building Block Model Portfolios. LPL Research has introduced 17 Building Block Model Portfolios designed to provide advisors with greater portfolio construction flexibility. The new models include single-asset mutual fund, ETF and SMA strategies across equities, fixed income and alternatives. The models can be used independently or combined within Unified Managed Account (UMA) structures, enabling advisors to build tailored portfolios aligned with clients' investment objectives and risk preferences. "The introduction of our building block model portfolios enhances the flexibility and choice we provide to advisors and institutions," said LPL Chief Investment Officer Marc Zabicki. "Grounded in our research and asset allocation expertise, these modular solutions are designed to help build more personalized portfolios and adapt investment strategies to reflect evolving client needs." Growing adoption of LPL Research models. The launch comes following LPL Research's model portfolio platform surpassing $100 billion in AUM as of February 2026, reflecting continued advisor adoption of professionally managed investment solutions. The milestone underscores the platform's growth and the increasing demand for model-based portfolio management across advisory practices. "Surpassing $100 billion in model portfolio assets reflects the strength of our investment platform, the performance of our strategies and the trust advisors place in our team," said LPL Chief Wealth Officer Aneri Jambusaria. "When we pursue strong investment outcomes, our community is better positioned to help clients pursue their financial goals. That impact extends to the more than 8 million Americans served through the LPL platform, and it remains at the center of everything we do." Expanding portfolio construction capabilities. The Building Block Model Portfolios are designed to give advisors greater control over portfolio design through a modular approach that spans equities, fixed income and alternatives. Used individually or within UMA structures, the models allow advisors to create more customized investment strategies while benefiting from the ongoing oversight and research expertise of LPL Research. About LPL Financial. LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. Securities and advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor and broker-dealer, member FINRA/SIPC. Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial. LPL Financial routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of its website. There is no assurance that advisory model portfolios are suitable for all investors or will yield positive outcomes. The purchase of certain securities will be required to affect some of the strategies. Investing involves risks, including possible loss of principal. This material is general information only and is not intended to provide specific advice or recommendations for your clients. Advisory accounts may not be appropriate for every investor. A brokerage account may be more appropriate if your client prefers a buy-and-hold strategy.

LPL reclaims recruiting crown, sees new assets swell in Q2. Published July 31, 2026, 12:50 p.m. EDT LPL Financial returned to recruiting form in the second quarter with a net headcount gain of more than 300 and steep increase in assets from advisors pulled in from elsewhere. Join Michael Kitces, Samantha Russell, John O'Connell, Matt Ackermann and other industry experts. Financial Planning Dan Shaw is Financial Planning's wirehouse and bank channel reporter, covering the intersection of wealth management, banking and brokerages. His... Read full bio