Press release
LPL Financial Welcomes Skyward Financial
SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Skyward Financial have joined LPL Financial’s
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Skyward Financial have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $700 million in advisory, brokerage and retirement plan assets* and join LPL from Wedbush Securities. Based in Houston, Skyward Financial was founded and is led by Matthew Houston, Lynn Houston and Ross Stripling. The team of six advisors have over 200 years of combined experience and takes a collaborative approach to helping clients establish their financial plans. They believe that educating, guiding and understanding their clients leads to their vision of achieving greater financial freedom. Most of their clients are business owners and retirees, but they also work with Major League Baseball players and are looking to expand their base of college athletes. “We believe that people need to be comfortable with what they own and understand why they own certain things. There is very close collaboration at the beginning of the relationship and we take the time to understand the client's full financial picture to craft strategies that reflect their unique needs,” said Matthew Houston. “Our clients hire us for our expertise and direct access to senior advisors with decades of experience.” Why Skyward Financial chose LPL Seeking enhanced service experiences and a more robust technology platform, the Skyward Financial team, which includes Carlie Clayton, Jerry Axelrod, Lisa Marcelli, CFP®, CDFA®, Mike Hamilton, Valencia Linton and Vice President of Operations, Steven Phan, transitioned to LPL to scale their client-focused financial support. “The standout benefit for us was LPL’s robust technology. As a historically regional firm, we realized our technology couldn’t keep up, and our younger clients were seeking something that better suited their needs,” said Houston. “Through LPL, we gain all the tools of a Wall Street firm without actually being one, and still maintaining our independence, including our own branding and image.” Scott Posner, Managing Director, Business Development, said, “We welcome the Skyward Financial team to LPL. As their partner, we are committed to delivering innovative technology, integrated platforms and strategic resources to help them seamlessly run their practice and pr...