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LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Advisors in Firm History

1. LPL Financial launched Focus 2025 conference with 10,000 attendees. 2. CEO emphasized transformation and support for financial advisors. 3. Over 220 breakout sessions aimed at advisor success. 4. Event includes participation from Commonwealth Financial Network, a new subsidiary. 5. Keynote speaker inspired with themes of perseverance and service.

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Why Bullish?

The conference demonstrates LPL's leadership and innovation, potentially attracting new advisors and clients. Historical events like this have previously boosted investor confidence and stock performance.

How important is it?

The article details a major event for LPLA, indicating ongoing growth strategies and advisor engagement, essential for long-term stock performance.

Why Long Term?

Focus 2025's strategies could yield sustainable growth and advisor engagement over time, as seen in past successful conferences.

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SAN DIEGO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, last night opened its annual flagship conference, Focus 2025, welcoming more than 10,000 financial professionals and industry leaders to the San Diego Convention Center. The three-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immersive experiences designed to elevate financial advisor success. Addressing the audience of advisors this morning, LPL CEO Rich Steinmeier said, “Our responsibility is to be a catalyst in driving your success. We are doing this by leading from the front, driving the transformation of wealth management and setting a new pace for the industry. By elevating your experience, expanding our capabilities, and building a brand and culture that reflect our shared purpose, we’re helping you make a life-changing impact in communities across America.” This year’s theme, “What If You Could?,” invites advisors to reimagine the boundless potential within their practices and the benefits they bring to their clients. The agenda features over 220 breakout sessions, an expo hall with more than 130 partners, as well as keynote appearances from industry leaders and cultural icons. In addition to hosting LPL advisors from 1,500 cities and all 50 states, the company welcomed advisors from Commonwealth Financial Network, a new subsidiary of LPL Financial Holdings. Last night, Chief Client Officer Matt Enyedi kicked off the conference by highlighting the value of service, honoring attendees who are first responders and veterans. Keynote speaker, American war hero and four-time Paralympian Melissa Stockwell shared her journey of perseverance and patriotism, inspiring countless advisors in their personal and professional journeys. “We define our success through the success of our advisors,” said Enyedi in his opening address. “Focus is where we elevate the profession, share insights and build the future of wealth management, together.” Focus 2025 continues today with hundreds of breakout sessions and opportunities for advisor engagement, peer connection and shared inspiration. 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 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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 adviser 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. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website. Media Contact: Media.relations@LPLFinancial.com (402) 740-2047  Tracking #: 781292

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