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.

Financial advisor Daniel Zacharias has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Decorum Wealth Management, an existing LPL Strategic Wealth firm. Zacharias brings approximately $250 million in advisory, brokerage, and retirement plan assets, joining from UBS Financial Services. This move strengthens Decorum Wealth Management's advisory capabilities and expands LPL Financial's footprint in the wealth management sector.

Zacharias has almost 20 years of industry experience, spanning national accounts in Silicon Valley, the mortgage industry, and commercial development. As a second-generation financial advisor, he previously worked alongside his father at UBS, building a practice focused on long-term relationships and thoughtful financial guidance. His client base includes business owners, professionals, and retirees, with an emphasis on understanding priorities and cash flow needs.

The transition to LPL Financial and Decorum Wealth Management was driven by the desire for greater independence while accessing the resources of an established Strategic Wealth firm. Zacharias cited LPL's model of supported independence as a key factor, allowing him to run his business in a way that best serves clients. The alignment with Decorum Wealth Management provides additional team support and personalized advice capabilities.

Brian Gudgel, partner at Decorum Wealth Management, expressed enthusiasm for the addition, noting Zacharias' deep expertise and sound track record. Marc Cohen, chief growth officer at LPL Financial, highlighted Zacharias' multichannel experience and commitment to client-centric guidance as aligning with LPL's purpose. The firm supports over 32,000 financial advisors and services approximately $2.3 trillion in brokerage and advisory assets.

Key Details of the Transition

Zacharias is active in his community in Merced, California, supporting local organizations. Outside of work, he enjoys golfing, bowling, music, and reading. The move marks a significant step in his career, leveraging LPL's platform to enhance client service and practice growth.