SAN DIEGO, Aug.  12, 2026  (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matt Roberts, CFS, CAS, and Kent Voges have joined Frontline Investment Advisors, powered by 15 Wealth,

LPLA

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

LPL Gains $350 Million Advisory Team Through Frontline and 15 Wealth

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    <h3>Information</h3>
    <p>SAN DIEGO, Aug.  12, 2026  (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matt Roberts, CFS, CAS, and Kent Voges have joined Frontline Investment Advisors, powered by 15 Wealth,</p>
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  <section data-block="ai-summary-paragraph">
    <h3>AI Summary</h3>
    <p>LPL Financial announced that Matt Roberts and Kent Voges joined Frontline Investment Advisors, powered by 15 Wealth, affiliating through LPL platforms. The Tampa-based team manages about $350 million in advisory, brokerage and retirement assets and brings six decades of experience focused on retirement planning. The move underscores LPL&#039;s strategy to expand its advisor network with enhanced technology and support.</p>
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    <h3>Key Points</h3>
    <ul><li>Roberts and Voges join Frontline via 15 Wealth on LPL platforms. About $350M in assets.</li><li>Team brings 60+ years of combined experience, serving retirement-focused clients.</li><li>Move from Valic Financial Advisors to Corebridge Financial expands LPL footprint.</li><li>LPL provides technology and open-architecture tools to support advisors.</li><li>Leadership emphasizes client-centric service and accessibility across generations.</li></ul>
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    <h3>Companies Mentioned</h3>
    <ul><li><strong>LPL Financial Holdings Inc. (LPLA)</strong>: Announces advisor affiliation expansion via Frontline and 15 Wealth; benefits from technology and open-architecture platform.</li><li><strong>Frontline Investment Advisors (N/A)</strong>: Affiliating through LPL and 15 Wealth; will service Roberts and Voges&#039; practice.</li><li><strong>15 Wealth (N/A)</strong>: Powered Frontline program; provides infrastructure and technology resources.</li><li><strong>Corebridge Financial (CRBR)</strong>: Parent of Valic Financial Advisors; advisors moved from Valic to Corebridge.</li><li><strong>Valic Financial Advisors (N/A)</strong>: Source firm for advisors prior to their move to Corebridge via this transition.</li></ul>
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    <h3>Corporate Developments</h3>
    <p>Category: Corporate Developments. This item reflects ongoing expansion of LPL&#039;s advisor network and strategic partnerships, a key driver of growth in the wealth-management ecosystem.</p>
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    <h3>Market-Moving</h3>
    <ul><li>Adds $350M in assets to LPL&#039;s advisor base; near-term revenue uplift.</li><li>Potential for higher recurring revenue per rep via platform fees.</li><li>Strengthens LPL&#039;s retirement-focused advisory pipeline, aligning with client demographics.</li><li>Competitive pressure on platform technology could impact margins if cross-sell accelerates.</li></ul>
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  <section data-block="key-facts">
    <h3>Key Facts</h3>
    <ul><li>Event date: Aug 12, 2026.</li><li>Advisors: Matt Roberts and Kent Voges.</li><li>Assets: about $350 million across advisory, brokerage and retirement plans.</li><li>Origin: from Valic Financial Advisors to Corebridge Financial.</li><li>LPL supports 32,000+ advisors and about $2.6 trillion in assets.</li></ul>
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  <section data-block="trading-thesis">
    <h3>Trading Thesis</h3>
    <p>Bullish over the next 1–3 quarters as advisor network expands and assets grow.</p>
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<link type="text/css" rel="stylesheet" href="https://www.globenewswire.com/styles/gnw_nitf.css"></link><p>SAN DIEGO, Aug.  12, 2026  (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=54RMz-UPGIlkbImivCG_efGXHKZNGSu51s05eBQkDxZrARmK5jg36ylPf_hL3NSno5eRM_QozcAzFc5J5tRWSA==" rel="nofollow" target="_blank">LPL Financial LLC</a> announced today that financial advisors Matt Roberts, CFS, CAS, and Kent Voges have joined <a href="https://www.globenewswire.com/Tracker?data=v3Krb7zoksplTUBik3kaCb8cE2khAfRsPpQyzWr1-llt9nzfMgLCvQBgtgozMO97r7Vt9lUVCXIwIfX6AcEBmlwE09yDbbsvtwLYrGxgk9T5PSHzOziTt3e8yEn3mOlxBo55ltB80n3IbToEQtcqPw==" rel="nofollow" target="_blank">Frontline Investment Advisors</a>, powered by <a href="https://www.globenewswire.com/Tracker?data=BeThqdQBZauyaia9wQQl0YZNlvffT2mWg8itkYMgddnbDW7hlo32Mmbjrtv3VQyIM9DUU2NynmiWkjTfk46eig==" rel="nofollow" target="_blank">15 Wealth</a>, affiliating through LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms. Frontline Investment Advisors and 15 Wealth are existing firms supporting LPL-aligned advisors. Roberts and Voges reported serving approximately $350 million in advisory, brokerage and retirement plan assets&#x2A; and join from Valic Financial Advisors, now Corebridge Financial.</p>  <p>Based in Tampa, Fla., Roberts and Voges bring more than six decades of combined industry experience and have worked together for 24 years. Their practice serves individuals and families who are preparing for retirement or living in retirement, while also helping the next generation seek to build and preserve wealth. Through longstanding relationships that often span multiple generations, they have earned the trust of many families seeking personalized financial guidance and ongoing support.</p>  <p>The team takes a client-centric approach, recognizing that every client has unique goals, circumstances and financial needs. They focus on creating customized financial strategies while helping clients understand the decisions behind their plans. Roberts and Voges are committed to being accessible and responsive, ensuring clients can reach their advisory team directly rather than navigating a call center. The practice is operationally supported by Carol Gray, who has worked alongside the team for more than a decade.</p>  <p>"We&#39;ve always believed that financial advice starts with listening and education," said Roberts. "Every client’s situation is different, and our goal is to help them feel informed, comfortable and confident about the decisions they&#39;re making. We want our clients to know we&#39;re always here for them, whether they have a major financial question or simply need guidance along the way."</p>  <p>Roberts and Voges operate a collaborative team model, sharing responsibilities and working closely together to help ensure continuity for the families they serve. Their partnership provides clients with added confidence that their financial plans and relationships will be supported for years to come.</p>  <p><strong>Why They Chose LPL and Frontline Investment Advisors </strong></p>  <p>After evaluating a variety of options and conducting extensive due diligence, Roberts and Voges chose to affiliate with LPL and join Frontline Investment Advisors, powered by 15 Wealth, for access to enhanced technology, expanded resources and operational support designed to help them spend more time focused on clients.</p>  <p>"The support offered through 15 Wealth and Frontline Investment Advisors allows us to streamline our business and dedicate more of our time to serving clients," said Voges. "Coupled with LPL’s technology, client-facing tools and open architecture platform, we believe this move positions us to deliver an even stronger experience for the families we serve."</p>  <p>"Matt and Kent have established a remarkable legacy of serving families across generations, and we’re honored they’ve chosen to continue that journey with 15 Wealth," said Jeff Feinendegen, founder and chief executive officer of 15 Wealth. "Our role is to support their commitment to clients by providing the operational infrastructure, in-house technology, and strategic resources that free advisors up to focus on those relationships that matter most. We’re thrilled to have them join our team,"</p>  <p>"Matt and Kent have spent decades building meaningful relationships with the families they serve, and it&#39;s clear that their clients are more than just clients. They are an extension of their family," said Marc Cohen, chief growth officer at LPL Financial. "What stood out is their unwavering commitment to being available whenever clients need them and the trust they&#39;ve earned through years of personalized guidance. We&#39;re honored they&#39;ve chosen LPL and excited to support them as they begin this next chapter with Frontline Investment Advisors and 15 Wealth."</p>  <p>Roberts is a Tampa native who resides in Tampa with his wife, Barbie, and their son, Dean. Voges has been married to his middle school sweetheart for 40 years and enjoys spending time with his three daughters and five grandchildren.</p>  <p><strong><u>Related</u></strong></p>  <p>Advisors, learn how LPL Financial can help <a href="https://www.globenewswire.com/Tracker?data=iehKg4el17MvAR2-PprvtTQPiAT0fIB8yqjim70YEf9WCbr6twUBKvJ5LzZUr-AL83HooVSp8Ni7hglqOFMX9bF_tzbSsIfzGBWMc71KpFMNxjz4o5WRMsUIAQQMED8LGWisIpoK30Q8Sn4bvf4s8ZzhsDRzU_0b2ZphCAZjbt4=" rel="nofollow" target="_blank">take your business to the next level</a>.</p>  <p><strong><u>About LPL Financial</u></strong></p>  <p>LPL Financial Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/LPLA">LPLA</a>) 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 $2.6 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 <a href="https://www.globenewswire.com/Tracker?data=IaZl0Le2F5Uek_puyPvoJNajGZF52Jo1bW18Pfo77pMqXTutw0iyioHaSTaf3zZb6s5znmpZMvvLppaL8dQA-A==" rel="nofollow" target="_blank">www.lpl.com</a>.</p>  <p><strong>Securities and advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor and broker-dealer, member FINRA/SIPC. </strong>Frontline Investment Advisors, 15 Wealth and LPL Financial are separate entities.</p>  <p>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.</p>  <p>We routinely disclose information that may be important to shareholders in the "<a href="https://www.globenewswire.com/Tracker?data=-BbRL89FCxMv4lZsDkf9zrj8TQ01C-O7IMp5kEIHxK4s8bq-WNfvw9d9vuRsugXZTzryVztePzfQQumb4ubOxlmHsMBeVdWmqCXhjcobWLQ=" rel="nofollow" target="_blank">Investor Relations</a>" or "<a href="https://www.globenewswire.com/Tracker?data=-hTuGFYdkHvbdxTezRC8ZrJvGiXF9JxDjYMcKOj340eViauHakMcKYRmZ0c1yyYlbekdkIZACB57GNlaD_oZ4pp88L5gIozBMSftU9BGUaC-hY_3b9Hjg_C6AAlgRjzS" rel="nofollow" target="_blank">Press Releases</a>" section of our website.</p>  <p><em>&#x2A;Value approximated based on asset and holding details provided to LPL from end of year, 2025.</em></p>  <p><strong><u>Media Contact:</u></strong> <br></br><a href="https://www.globenewswire.com/Tracker?data=4wljPR32RJT9M3L2TgQnB2I71zlvN_9f0KTl0ewTzQVonZ9-oR31LXOYAEFtfeBtyylW0LlTILo5ikwghN1TaqFzoST_o-952R1-C7SbfzaYaXp-ePW7Bjzumff0KTWaK_S0_fXYuToETdvnrPe5vA==" rel="nofollow" target="_blank">Media.relations@LPLFinancial.com</a>  </p>  <p>Tracking #1156205</p> <img alt="" class="__GNW8366DE3E__IMG" src="https://www.globenewswire.com/newsroom/ti?nf=OTgwODEzNiM3NzcxMzU5IzIwMTkxNDA="></img> <br></br><img alt="" src="https://ml.globenewswire.com/media/MGZiYWMxMmYtNjBhNS00MzZmLTk4YzEtNDM5NzVhMjgxNzdmLTEwMzA3MTMtMjAyNi0wOC0xMi1lbg==/tiny/LPL-Financial-Holdings-Inc-.png" referrerpolicy="no-referrer-when-downgrade"></img><p><a href="https://www.globenewswire.com/NewsRoom/AttachmentNg/53e1e8c9-85a6-4959-822d-a2cead7e0840"><img src="https://ml.globenewswire.com/media/53e1e8c9-85a6-4959-822d-a2cead7e0840/small/lpl-financial-logo.jpg" border="0" width="150" height="35" alt="Primary Logo"></img></a></p>

LPL Financial announced that Matt Roberts and Kent Voges joined Frontline Investment Advisors, powered by 15 Wealth, affiliating through LPL platforms. The Tampa-based team manages about $350 million in advisory, brokerage and retirement assets and brings six decades of experience focused on retirement planning. The move underscores LPL's strategy to expand its advisor network with enhanced technology and support.

News insight

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

AI summary

Sentiment rationale

Key facts

Corporate Developments