On October 7, 2025, LPL Financial Holdings Inc. announced a significant development in its employee advisor channel, Linsco by LPL Financial, with the addition of financial advisors Justin Flowers and Wally Bradley. The duo has formed Flowers-Bradley Wealth Management, bringing approximately $320 million in advisory, brokerage, and retirement plan assets to LPL Financial. They previously served clients at Truist.

2. Experience and Client Focus

Based in the Atlanta Metro Area, the Flowers-Bradley team boasts nearly 40 years of combined experience, with both advisors having collaborated for the past seven years. Their clientele primarily consists of individuals nearing retirement or those just starting their financial planning journey. With an ambitious plan to expand their client base and assets under management, the team is keen on taking their business to new heights.

3. Client-Centric Approach

Justin Flowers emphasized the importance of a personalized approach when serving clients. "There’s value in putting clients first. We meet each client without a fixed plan, gather information, and create tailored solutions,” he stated. The transition to LPL Financial is seen as a strategic move that will not only enhance their growth potential but also bolster their ability to provide customized financial solutions.

4. Reasons for the Transition to Linsco

Both Flowers and Bradley expressed a desire for greater autonomy and flexibility in their operations, which led them to join LPL Financial. The Linsco platform offers a comprehensive suite of resources, including an integrated wealth management platform and a robust support system. This allows advisors to delegate back- and middle-office tasks, enabling them to concentrate on client relationships and service delivery.

Wally Bradley remarked on the advantages of this shift, stating, "This transition will help us offer more resources and value to our clients. The freedom that LPL offers provides us with the ability to meet our clients’ needs better and give a variety of solutions and flexibility to customize their plan."

5. LPL Financial's Commitment to Advisors

Scott Posner, LPL's managing director of business development, welcomed the Flowers-Bradley team to the Linsco community, highlighting the firm's commitment to providing advisors with the freedom to operate independently. LPL Financial focuses on equipping advisors with innovative technology, comprehensive resources, and strategic business solutions, empowering them to deliver personalized advice and exceptional service experiences.

6. About LPL Financial

LPL Financial Holdings Inc. is recognized as one of the fastest-growing wealth management firms in the United States. With over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions under its wing, LPL services and custodies around $1.9 trillion in brokerage and advisory assets for approximately 7 million Americans. The firm offers a diverse array of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors the flexibility to choose the business model and resources that align with their goals.

In conclusion, the launch of Flowers-Bradley Wealth Management marks a significant milestone for both the advisors and LPL Financial, reflecting the ongoing evolution and growth in the financial advisory sector. As the industry continues to undergo transformation, partnerships like this one illustrate the commitment to client-centric service and advisor autonomy.

Original press release