Press release
LPL Financial Welcomes Horizon Capital Advisors
SAN DIEGO, April 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that eight financial advisors with Horizon Capital Advisors have joined LPL
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, April 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that eight financial advisors with Horizon Capital Advisors have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $450 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Led by Partners Brett Deuth, CRPC®, J. Brock McClain, CFP®, and Brian Watts, CFP®, Horizon Capital’s roots date back more than 50 years. The ensemble practice is headquartered in Overland Park, Kan., with additional offices in Clinton and Van Buren, Mo., and Baxter Springs, Kan., and includes fellow financial advisors Brian Perley, CFP®, Bennett Long, CIMA®, AIF®, CRPS®, Cindy Gettel, Melissa Proffitt and Michael Sisson. “Our team is unified by a shared vision and synergy,” Deuth said. “We take a holistic approach to providing goals-based proactive wealth management with clear direction. We work with families, business owners and executives to create personalized financial plans and disciplined investment strategies to help clients work toward their financial goals.” The move to LPL was driven by the Horizon team’s desire for enhanced service experiences, office efficiencies and a more robust technology platform. “LPL has the right tools to add new services and create more value with our clients, as well as the stability we were looking for from a Fortune 500 company,” Watts said. “LPL invests heavily in industry-leading capabilities and strategic business resources that will create streamlined experiences for both our team and our clients.” McClain added, “We also appreciate LPL’s client-centric mission and forward thinking. LPL is driven by advisor feedback, making the business much more intuitive. We are excited about the future as we grow our team and evolve the practice.” Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome the entire team at Horizon Capital Advisors. As a leading wealth management firm, LPL is committed to delivering innovative technology and comprehensive business solutions to help advisors differentiate their practices and increase value for their clients. We look forward to supporting Horizon for years to come.” Related Advisors, learn how LPL Financial can help take your business to the next level. About LPL F...