LPL Financial Holdings Inc. Board of Directors

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market products; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

Mr. Richard Steinmeier

Mr. Richard Steinmeier

CEO, MD, Chief Growth Officer & Director

Mr. Greg Gates

Mr. Greg Gates

MD and Chief Technology & Information Officer

Ms. Aneri Jambusaria CFP

Ms. Aneri Jambusaria CFP

Managing Director of LPL Services Group

Ms. Althea Brown

Ms. Althea Brown

MD & Chief Legal Officer

Ms. Sara Dadyar

Ms. Sara Dadyar

MD & Chief Human Capital Officer

Ms. Judith Kohoskie Ricketts

Ms. Judith Kohoskie Ricketts

Executive Vice President of Operations

Robert Krivit

Robert Krivit

Senior VP & Head of Trading

Mr. Matthew Jon Audette B.S.

Mr. Matthew Jon Audette B.S.

President, CFO & Head of Business Operations

Mr. Matthew K. Enyedi

Mr. Matthew K. Enyedi

Managing Director of Client Success

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