In a notable development within the financial services landscape, LPL Financial LLC has recently welcomed a cadre of distinguished financial advisors, who have collectively launched an independent practice dubbed Happier Wealth. This strategic move marks a significant milestone not only for LPL Financial but also for the emerging trend of advisor independence in the wealth management sector.The advisors joining LPL Will Beck, CFP; Mike Macfarlane, CASL, CLU, ChFC; Tyler Vongsawad, CLU, ChFC, CASL, CFP, MSFS; and Sam Rosen, CFP bring with them a robust portfolio of expertise and experience, having previously affiliated with Northwestern Mutual. Together, they serve approximately $250 million in advisory, brokerage, and retirement plan assets, indicating a strong foundational base for their new independent venture.
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