LPL Financial Holdings

Commonwealth Financial Network is a privately held independent broker/dealer-RIA.

The Investment Center provides back-office support services, investment tools, technology, and a broad selection of non-proprietary products to a national network of independent financial advisors service.

Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners and designed specifically for today’s advisors and their clients.

Independent Advisor Alliance is an independent financial advisory firm dedicated to supporting financial advisors in their pursuit of independence. The firm offers a range of services tailored to meet the specific needs and challenges faced by advisors. These services include compliance support, business consulting, and customized strategic solutions designed to enhance operational efficiency and reduce costs. Additionally, Independent Advisor Alliance provides resources for client retention and attraction, as well as assistance with succession planning and revenue enhancement. By focusing on the unique requirements of each advisor, the firm aims to empower them to thrive as independent business owners.

Cadena is a global leader in the field of international business development, providing robust tools and services to streamline the process of overseas revenue growth. Its Discovery Portal houses an extensive database of over 2 million prospects, offering businesses a platform to expand their reach across borders. The company's proprietary AI-driven prospecting tools, BuyBeacon™ and IntelliConnect™, leverage advanced algorithms and machine learning to identify and prioritize promising leads. These tools offer data-driven insights, helping businesses boost conversion rates and optimize sales strategies. With a strong local presence in key markets such as the GCC, North America, and APAC, Cadena boasts an accredited Enterprise Sales Team. These professionals bring their understanding of local business cultures, regulatory environments, and market trends to assist clients in navigating these regions. Cadena has also developed CadenaPay, an innovative tool that uses predictive analytics to assess the risk of delayed overseas B2B payments. For high-risk invoices, Cadena offers an invoice factoring service, providing immediate cash to businesses and enhancing their financial stability. By combining advanced technology and local expertise, Cadena empowers businesses to navigate the complexities of international commerce, delivering concrete solutions for global business growth.

Lucia Securities, LLC offers a wide range of account types and investment options. Brokerage Accounts Retirement Accounts Stocks Bonds Mutual Funds Annuities Alternative Investments

AdvisoryWorld, Inc. specializes in providing comprehensive financial software solutions for investment professionals, including Registered Investment Advisors, wealth managers, and banks. Founded in 1987 and based in Sherman Oaks, California, the company offers a range of tools for asset allocation, portfolio modeling, investment analysis, and proposal generation. Its flagship platform includes features such as Monte Carlo simulation, security screening, and optimization services, which allow users to manage portfolios effectively and assess risk using various performance metrics. Additionally, AdvisoryWorld provides databases covering different asset classes and mutual funds, along with research services that deliver fundamental information and insights on securities. The company's solutions can be accessed through customized software, web services, and professional services, making it a versatile choice for professionals in the wealth management industry.

National Planning Holdings is a broker-dealer network of financial advisers for small business. NPH serves as the holding company for the independent broker-dealers INVEST Financial Corporation®, Investment Centers of America, Inc., National Planning Corporation® and SII Investments, Inc.

Seagate Technology is a prominent data storage and hardware company specializing in the design, development, and manufacturing of hard disk drives (HDDs) and solid-state drives (SSDs). The company provides a diverse range of storage solutions tailored for various applications, including enterprise servers, mainframes, desktop and notebook computers, and consumer devices such as digital video recorders and portable external storage systems. Seagate primarily sells its products to original equipment manufacturers, distributors, and retailers, establishing itself as a key player in both the enterprise and consumer markets. In addition to its hardware offerings, Seagate also delivers data storage services for small- to medium-sized businesses, encompassing online backup, data protection, and recovery solutions. The company is recognized for its competitive positioning in the market, operating alongside its main rival in a practical duopoly.

Fortigent, LLC is a provider of wealth management solutions and consulting services, catering to independent advisors, banks, and trust companies. Acquired by LPL Financial in 2012, Fortigent specializes in delivering comprehensive wealth management strategies and expert consulting, enabling its clients to enhance their service offerings and operational efficiency. The company's focus on tailored solutions helps financial institutions meet the diverse needs of their clients in an evolving market.