Atria Wealth Solutions

We are excited to announce that Atria Wealth Solutions is now officially part of the LPL Financial family! This new chapter is a testament to the incredible journey we've had and the bright future that lies ahead. We look forward to the expanded opportunities and continued growth this partnership will bring to our financial institutions, financial professionals and their clients and members.

After months of planning, #ENGAGE2024 is finally here! For all of us at Atria Wealth Solutions, there's nothing more energizing than spending time with the financial professionals we support every day. What’s even more exciting, at this conference we’ve teamed up with our new colleagues at LPL Financial to design a conference experience that, without question, will accelerate the success of every financial professional who joins us here at the Gaylord National Resort & Convention Center in Washington, D.C. And it all starts today. #wealthmanagement NEXT Financial Group Cadaret Grant Western International Securities Grove Point Financial SCF Securities

A message from Atria CEO Douglas J. Ketterer: Today marks 23 years since the tragic events of September 11, 2001 — a day that forever altered our nation’s course and still resonates in our hearts as deeply today as ever before. For many of us, the memories of that September morning still remain vivid — the shock, the profound loss and the immense bravery that followed. Those of us who lived through that day still bear its weight as we remember loved ones, friends and colleagues taken from us far too soon. This day is more than a part of our past. It’s a reminder of our collective strength, resilience and humanity. We honor the 2,996 individuals who perished, the heroes who risked everything to save others and the unity that emerged from such devastation. Their memories belong not just in history books, but in our hearts, in our stories and in reflections like today. I ask you to join me in a moment of silence this morning to honor those we lost. In that silence, let us remember them, their courage and our shared duty to carry their legacy forward. With deepest respect, Doug #neverforget #strength #resilience #humanity #legacy

As we head into the long holiday weekend, we wanted to take a moment to recognize an outstanding individual who truly embodies the spirit of Atria. At ENGAGE2024, our event for the Financial Institutions Channel earlier this month in San Diego, we were thrilled to announce Barbara Lippie as the recipient of the 2024 Excellence Award! Brian Bichler, Kevin Mummau and Melissa Thomas honored Barbara for her exceptional dedication to service and commitment to enriching relationships with our clients. Here are just a few of the words used to describe Barbara in the nominations we received: 💬 "...looks out for and anticipates the needs of our #creditunion in ways that we are not able to see." 💬 "...goes above and beyond to help our team out and makes sure we have all the resources and information we need to succeed as a firm." 💬 "...strives for excellence, provides exceptional support, jumps into issues, provides solutions and tracks and maintains follow-up. She is well deserving of this nomination." Please join us in congratulating Barbara on this well-deserved recognition! And we look forward to announcing the Excellence Award winner for our Independent Channel at ENGAGE2024 in Washington, D.C., next month! #Excellence #ENGAGE2024 #FinancialInstitutions #ClientsFirst

And that concludes #ENGAGE2024 for our Financial Institutions Channel. We’re so proud of all the connections made and the insights shared. Here’s to building on this momentum and turning insights into action! CUSO Financial Services Sorrento Pacific Financial#wealthmanagement

“What drives the economy forward isn’t the President, it’s the entrepreneur.” “It’s important to have a financial advisor because it’s so easy to allow our own politics to influence our investing.” Franklin Templeton’s Stephen Dover, First Trust's Strider Elass, Aristotle Pacific Capital's Dominic Nolan, CFA, and T. Rowe Price's James Norungolo, CFA, joined Atria Wealth Solutions' John Picone for a timely Economic Panel on the #ENGAGE2024 mainstage today to discuss the recent market volatility and their economic outlook. #wealthmanagement #economy

"Financial literacy is the key to financial planning longevity" “About 90% of financial professionals are underutilizing LinkedIn” “At the end of the day, our clients need to trust us” These are just a few of the insightful remarks from our Practice Management Panel today on the #ENGAGE2024 mainstage. Thank you Franklin Templeton's Barry Kruse, Sammons Financial Group Companies's Kylie Murray, AssetMark's Tricia Brady (Mahoney) and Delaware Life Insurance Company, A Group 1001 Company's Anders Smith for bringing your wise words to #ENGAGE2024! #wealthmanagement Atria Wealth Solutions

Another great day at #ENGAGE2024 for our Financial Institutions Channel! CUSO Financial Services Sorrento Pacific Financial #wealthmanagement

We’re painting the streets of downtown San Diego with the colors of CFS/SPF and LPL Financial at #ENGAGE2024! #wealthmanagement Sorrento Pacific Financial

We had a wild start to our annual conference for our Financial Institutions Channel! #ENGAGE2024 CUSO Financial Services Sorrento Pacific Financial #wealthmanagement