LPL Financial LLC announced that advisor David Logsdon has joined its broker-dealer and Registered Investment Advisor (RIA) platform, bringing approximately $380 million in advisory, brokerage, and retirement plan assets. Logsdon joins LPL from Wells Fargo Advisors and is based in the Sun Valley, Idaho area. He is the founder of Summit Ridge Financial Advisors and brings 30 years of industry experience serving individuals, families, nonprofit organizations, and small businesses across the country.

Logsdon's team includes Wealth Management Client Associate Cecilia Moran. Their clients are often sophisticated investors with complex financial needs, including advanced estate planning considerations, and span more than a dozen states. The practice is built on a comprehensive, full balance sheet approach that emphasizes transparency and a complete understanding of each client’s financial life.

Logsdon selected LPL for its robust technology, expanded resources, and commitment to independence, which he believes will enhance his ability to serve clients with increasingly complex needs. "LPL’s scale, combined with its commitment to independence and open architecture, ensures I can provide personalized advice while leveraging sophisticated tools and specialized expertise," Logsdon said.

Marc Cohen, chief growth officer at LPL Financial, expressed enthusiasm for the new addition. "We’re thrilled to welcome David to LPL. With 30 years of experience and a deep commitment to understanding each client’s full financial picture, David exemplifies the kind of comprehensive, client-first advice that LPL was built to support," Cohen said.

LPL Financial Holdings Inc. (NASDAQ: LPLA) is among the fastest-growing wealth management firms in the U.S. The firm supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

Financial advisor Wayne McCormick has launched McCormick Private Wealth at Linsco by LPL Financial, bringing approximately $340 million in advisory, brokerage, and retirement plan assets. The move, effective June 30, 2026, adds a team focused on multigenerational wealth planning to LPL's growing advisor network. The firm joins LPL from Steward Partners, marking a significant expansion of Linsco's footprint in Manchester, N.H.

The McCormick Private Wealth team includes Michelle Lauder and Bo Denniston. The group serves individuals and families, with a particular emphasis on clients approaching or living in retirement. Their practice supports clients building wealth, growing families, and planning for long-term financial responsibility and legacy.

McCormick brings 30 years of financial services experience, including backgrounds in lending, credit, retirement planning, and insurance. He has spent the past 16 years as a financial advisor. He stated that trust is central to the practice's philosophy, emphasizing the need to simplify complexity and provide meaningful insight to help clients make thoughtful decisions.

The selection of LPL followed an extensive due diligence process. McCormick cited the combination of independence, integrated technology, and institutional support as the primary reasons for choosing the Linsco model. He noted that the efficiency provided by LPL's technology allows the team to focus more on relationships and planning while maintaining the independence of a boutique practice.

LPL Chief Growth Officer Marc Cohen welcomed the team, highlighting the alignment between McCormick's commitment to building trusted relationships and LPL's purpose to support advisors. LPL Financial Holdings Inc. supports more than 32,000 financial advisors and services approximately $2.3 trillion in brokerage and advisory assets.