LPLA LPL Financial Holdings Inc.

LPL Financial to Support the NGLCC to Advance LGBTQ+ Business Ownership, Expand Access to Financial Advice

LPL Financial to Support the NGLCC to Advance LGBTQ+ Business Ownership, Expand Access to Financial Advice

CHARLOTTE, N.C., July 18, 2023 (GLOBE NEWSWIRE) -- furthers its commitment to expanding the diversity and reach of financial professionals with its support of the National LGBT Chamber of Commerce (NGLCC) and the LGBTQ+ advisor business community.

“LPL is proud to partner with organizations like the NGLCC and forward efforts to build a more inclusive financial service industry,” said Beth Csengody, vice president, Advisor Diversity and Inclusion Client Communities and Sustainability for LPL Financial. “The marketplace is changing; today’s investors are multi-generational, multi-cultural and multi-dimensional with unique financial needs. Members of the LGBTQ+ community face financial challenges all their own, which is why advisors who are part of and/or support the community play an important role in building trust and providing a high degree of comfort and care for those investors and families seeking advice.”

LPL Financial is pleased to be a part of the upcoming and awards ceremony, which will be held August 15-18 in Denver. The NGLCC International Business & Leadership Conference delivers innovative leadership programming, networking and engagement opportunities for more than 2,000 LGBTQ+ and allied business leaders. The event also includes an awards ceremony to recognize those most dedicated to advancing the rights of the LGBTQ+ community. LPL’s support of this conference will further its commitment to help meet the unique needs of LGBTQ+ advisors as thriving business owners in their respective communities.

One of those business owners is Jeremy Gussick, a Certified Financial Planner™ specializing in Retirement Income Planning and Investment Management for individuals, families and LGBTQ+ singles and couples, and founder of Gussick and Barnett Financial Planning. Gussick is also an active member of LPL’s Advisor Inclusion Council and LGBTQ+ Client Community, helping implement LPL's Advisor Diversity, Equity, and Inclusion Program firm wide.

“The NGLCC is an important advocacy organization that serves as the business voice for the LGBTQ+ Community,” said Jeremy Gussick, CFP®. “When Fortune 500 companies like LPL step up to help expand economic opportunities for LGBTQ+ advisor businesses, that commitment and action can help make advice more accessible for the LGBTQ+ community. Access to an LGBTQ+ financial professional who understands specific financial needs and situations has the potential to greatly improve financial outcomes, while also creating a welcoming and safe environment for LGBTQ+ individuals and families to engage in important financial planning conversations.”

LPL believes that embracing and leveraging diversity among employees and financial professionals helps to fulfill the fundamental need for personalized financial guidance for everyone. Among the ways LPL continues to foster diversity and a culture of inclusion for the LGBTQ+ community is through its LGBTQ+ Client Community and Pride Alliance Employee Resource Group.

LPL’s LGBTQ+ Client Community helps advisors learn about new resources and meet colleagues with similar backgrounds as a catalyst to spark inspiration and accelerate growth. The Pride Alliance offers LGBTQ+ employees and their allies a sense of belonging in the workplace, including the opportunity to make connections with colleagues and build lasting relationships that can impact their lives and careers, strengthening their connections within the firm. 

For more information about LPL’s social responsibility efforts, please visit

For more information about the 2023 NGLCC International Business & Leadership Conference, visit .

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated advice model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.

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.

1-05374859

For more information:  



(813) 323-1250



EN
18/07/2023

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on LPL Financial Holdings Inc.

 PRESS RELEASE

LPL Financial Promotes Kirby Horan-Adams and Joe Lanser to Managing Di...

LPL Financial Promotes Kirby Horan-Adams and Joe Lanser to Managing Director SAN DIEGO, March 04, 2026 (GLOBE NEWSWIRE) -- today announced the promotions of Kirby Horan-Adams and Joe Lanser to managing director roles, reflecting their expanded leadership responsibilities and longstanding impact across the firm. “Kirby and Joe each bring a combination of deep institutional knowledge and disciplined leadership that has shaped how LPL operates and evolves,” said . “Their perspectives, judgment and ability to connect strategy with execution continue to be critical as we support the growth o...

 PRESS RELEASE

LPL and Private Advisor Group Welcomes Robert Woodend to Memphis Plann...

LPL and Private Advisor Group Welcomes Robert Woodend to Memphis Planning and Wealth SAN DIEGO, March 03, 2026 (GLOBE NEWSWIRE) --  announced today that financial advisor Robert Woodend, CRPC®, has joined LPL Financial’s broker-dealer and will be leveraging the Private Advisor Group (PAG) Registered Investment Advisor (RIA) platform and infrastructure as part of his transition to , an established LPL and PAG aligned practice. Woodend reports serving approximately $150 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based in Memphis, Tenn., Wooden...

 PRESS RELEASE

LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth

LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) --  announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA), aligned with , an existing firm supporting LPL-affiliated advisors. He reports serving approximately $200 million in advisory, brokerage and retirement plan assets and joins LPL from StoneX. Dworetsky brings 45 years of industry experience, beginning his career in accounting before transitioning into wealth management. His practice centers o...

 PRESS RELEASE

LPL Financial Reports Monthly Activity for January 2026

LPL Financial Reports Monthly Activity for January 2026 SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for January 2026. Total advisory and brokerage assets at the end of January were $2.41 trillion, an increase of $38.0 billion, or 1.6%, compared to the end of December 2025. Advisory assets as a percentage of total assets increased to 59.1%, up from 54.8% a year ago. Total organic net new assets for January were $4.2 billion, translating to a 2.1% annualized growth rate. Total client ...

 PRESS RELEASE

LPL Welcomes Tom Madigan to the Thimble Island Private Wealth Team

LPL Welcomes Tom Madigan to the Thimble Island Private Wealth Team SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) --  announced today that financial advisor Tom Madigan, CEPA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with , an existing firm supported by  (SW). He reported serving approximately $300 million in advisory, brokerage and retirement assets* and joins LPL from UBS. Based outside New Haven, Conn. in Branford, the Thimble Island team is made up of experienced advisors who share a commitment to providing personalize...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch