Business UpdateAug 12, 2026, 08:56 AM
LPL Financial Adds Advisors Matt Roberts & Kent Voges with $350M Assets
AI Summary
LPL Financial announced that financial advisors Matt Roberts and Kent Voges have joined its platform, affiliating through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The advisors, who previously served clients at Valic Financial Advisors (now Corebridge Financial), bring approximately $350 million in advisory, brokerage, and retirement plan assets. They will operate under Frontline Investment Advisors, powered by 15 Wealth, citing enhanced technology, expanded resources, and operational support as key reasons for their move.
Key Highlights
- Financial advisors Matt Roberts and Kent Voges joined LPL Financial's platform.
- They brought approximately $350 million in advisory, brokerage, and retirement plan assets.
- The advisors affiliated through LPL Financial's broker-dealer and RIA platforms.
- They joined Frontline Investment Advisors, powered by 15 Wealth.
- Roberts and Voges have over six decades of combined industry experience.
- They previously served clients at Valic Financial Advisors (now Corebridge Financial).
Price Impact
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