{"id":1002464,"date":"2026-09-10T10:11:56","date_gmt":"2026-09-10T14:11:56","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-northstar-financial-advisors-llc\/"},"modified":"2026-09-10T10:11:56","modified_gmt":"2026-09-10T14:11:56","slug":"lpl-financial-welcomes-northstar-financial-advisors-llc","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-northstar-financial-advisors-llc\/","title":{"rendered":"LPL Financial Welcomes Northstar Financial Advisors, LLC"},"content":{"rendered":"<div class=\"mw_release\">\n<p>SAN DIEGO, Sept.  10, 2026  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=b77oDRisNiENJH7vdudiAx2S0ExDIJTe2DtroA2rKRpyHvOcA0miw7evIYNTm9R8PqD1QNjhQd2gAXYjUCMtrQ==\" rel=\"nofollow\" target=\"_blank\"><u>LPL Financial LLC<\/u><\/a>\u00a0announced today that financial advisor Jeneen Slack, CFP\u00ae, CDFA\u00ae, founder and partner of <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=v9_BMol1mJi7VNHNmuKshb2AUJ6PkjaQrP5WjTqwhPx3gzGL1Wuql7CFZZQC8o5UERbv7jA31HkxO8Vxb2y7bhrFyBSMgmjrqufUiagjmT-4R_baSFwhedFe2d-tpkCe\" rel=\"nofollow\" target=\"_blank\"><u>Northstar Financial Advisors, LLC<\/u><\/a>, has joined LPL Financial\u2019s broker-dealer and Registered Investment Advisor (RIA) platform. Slack reported serving more than $270 million in client assets* and joins LPL from Raymond James.<\/p>\n<p>With nearly 20 years of industry experience, Slack built her practice on a belief that financial advice is most impactful when it is rooted in strong personal relationships. Initially inspired by a desire to help women feel more confident discussing and managing their finances, her approach today is centered on helping individuals and families make informed decisions about their financial futures.<\/p>\n<p>Based in Danville, Calif., Slack serves a diverse clientele throughout the Bay Area, including professionals, families, retirees and individuals navigating major life transitions. As a Certified Divorce Financial Analyst (CDFA\u00ae), she specializes in helping clients understand the financial implications of divorce and supporting their long-term planning needs beyond the process itself.<\/p>\n<p>\u201cRelationships are truly at the heart of everything we do at Northstar,\u201d Slack said. \u201cWe\u2019ve intentionally built a personalized service model where every member of our team knows our clients personally and understands what matters most to them. Whether we\u2019re helping someone navigate retirement, prepare a child for financial independence or make complex decisions during a divorce, our goal is to provide guidance that evolves alongside our clients\u2019 lives.\u201d<\/p>\n<p>Slack, along with her business partner and fellow financial advisor Eric Slack, is supported by Kari Jeha, Jon Lee and V. John Threlkeld. Together, they bring decades of combined industry experience and a hands-on approach focused on delivering individualized service. Beyond working with clients, the practice is deeply committed to community engagement \u2013 regularly hosting educational workshops, retirement planning programs and client events designed to foster deeper connections and financial literacy.<\/p>\n<p>\n        <strong>Why Northstar Financial Advisors Chose LPL <\/strong>\n      <\/p>\n<p>As she looked ahead to the next chapter of her career, Slack sought a partner that would give her the flexibility to build Northstar around her vision for the future while providing the scale and resources of a leading financial services firm. She was particularly attracted to LPL\u2019s commitment to innovation, its advanced technology capabilities and the depth of support available to established advisors.<\/p>\n<p>\u201cI\u2019m at a point in my career where I wanted a partner that is continually investing in the future of advice,\u201d Slack said. \u201cLPL gives us the flexibility and resources to operate the way we believe is best for our clients, while providing the technology and support to help our team work more efficiently. That combination allows us to focus on what matters most \u2014 delivering thoughtful, personalized guidance and maintaining the strong relationships we\u2019ve built with our clients.\u201d<\/p>\n<p>Marc Cohen, Chief Growth Officer at LPL Financial, said, \u201cWhat Jeneen has built at Northstar is personal by design. She and her team take the time to know their clients, helping women engage more confidently with their finances and guiding individuals and families through the decisions and transitions that shape their lives. We are honored that Jeneen chose LPL for Northstar\u2019s next chapter and look forward to helping the team extend that experience to more clients.\u201d<\/p>\n<p>\n        <strong><br \/>\n          <u>Related<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>Advisors, learn how LPL Financial can help <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=nX5uPWK0P1Lh02yd8mxF195BXLW_nyzefMKhZUFyBy7Y68zaKob7rCFWx-NhN2-Mw_LLBechg3HE72E0XUv93_f-EdRaceZqQbDixcFFiLpSS_xnnynhl0qBcn20K_jUR_C5ESZc6T31BFk7zt4aQhLO4zuRwu37tWwpfrzfcVo=\" rel=\"nofollow\" target=\"_blank\"><u>take your business to the next level<\/u><\/a>.<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=iJA9iHdspbW-gf2BMNTUmeR49vRcTDRBeNQ1YtkXaCo7vsvujc8Cj7PEKQYqzJO2B2Uhy2cfqt8NWWP9trFn0w==\" rel=\"nofollow\" target=\"_blank\"><u>www.lpl.com<\/u><\/a>.<\/p>\n<p>\n        <strong>Securities and advisory services offered through LPL Financial LLC (\u201cLPL Financial\u201d), a registered investment advisor and broker-dealer, member FINRA\/SIPC. <\/strong>Northstar Financial Advisors and LPL Financial are separate entities.<\/p>\n<p>LPL Financial does not offer tax advice or tax preparation services.<\/p>\n<p>Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial.<\/p>\n<p>We routinely disclose information that may be important to shareholders in the \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=-YbXJf_lA_krn8o0UZdS1OhVVqBbSeZ001h6-ck4Cfs_7afslz_FSCbKdDJr2znx_s8Nkz7ZqC86QFPrsjs8ChqLG1ccVqFBjpnMe3tcUvs=\" rel=\"nofollow\" target=\"_blank\"><u>Investor Relations<\/u><\/a>\u201d or \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=ufB-6T6mweb5fXW85g353NYmWJ0AE8UbpfCr6qXF5jSmH6KluTVNeR0eYzUWVLgCEalbCLLew4saN6BynoH2jsPukBHtGwKN1rvxFUe80dLkIxVIMxnsPj-oc045lH0-\" rel=\"nofollow\" target=\"_blank\"><u>Press Releases<\/u><\/a>\u201d section of our website.<\/p>\n<p>\n        <em>*Value approximated based on asset and holding details provided to LPL from end of year, 2025.<\/em>\n      <\/p>\n<p>\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong>\u00a0<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=GoFPQdcOttwBV0BMzKUtyt5dBjtsufTZuHgVIKE98P16pI8NvzbmXj8a5_jJEaV9AptccTPeRmUsnRElqNlzGJV9tYVBzwj7EnTOZUu1hhEJmd-l6aKG8FkQhG-1tbKrX2NmviXHcDxkZSPfBpWZrg==\" rel=\"nofollow\" target=\"_blank\"><u>Media.relations@LPLFinancial.com<\/u><\/a>\u00a0\u00a0<\/p>\n<p>Tracking #1171024<\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTgyNDI0MyM3ODI2MTc0IzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/N2Y0NDFjNzgtMzZmZS00ZjBmLTkxYzgtYTdlMDhlNDU2YjYyLTEwMzA3MTMtMjAyNi0wOS0xMC1lbg==\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>SAN DIEGO, Sept. 10, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that financial advisor Jeneen Slack, CFP\u00ae, CDFA\u00ae, founder and partner of Northstar Financial Advisors, LLC, has joined LPL Financial\u2019s broker-dealer and Registered Investment Advisor (RIA) platform. Slack reported serving more than $270 million in client assets* and joins LPL from Raymond James. With nearly 20 years of industry experience, Slack built her practice on a belief that financial advice is most impactful when it is rooted in strong personal relationships. Initially inspired by a desire to help women feel more confident discussing and managing their finances, her approach today is centered on helping individuals and families make informed decisions about their financial futures. Based in Danville, Calif., Slack &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-northstar-financial-advisors-llc\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;LPL Financial Welcomes Northstar Financial Advisors, LLC&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-1002464","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LPL Financial Welcomes Northstar Financial Advisors, LLC - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-northstar-financial-advisors-llc\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Welcomes Northstar Financial Advisors, LLC - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"SAN DIEGO, Sept. 10, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that financial advisor Jeneen Slack, CFP\u00ae, CDFA\u00ae, founder and partner of Northstar Financial Advisors, LLC, has joined LPL Financial\u2019s broker-dealer and Registered Investment Advisor (RIA) platform. Slack reported serving more than $270 million in client assets* and joins LPL from Raymond James. With nearly 20 years of industry experience, Slack built her practice on a belief that financial advice is most impactful when it is rooted in strong personal relationships. Initially inspired by a desire to help women feel more confident discussing and managing their finances, her approach today is centered on helping individuals and families make informed decisions about their financial futures. 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Slack reported serving more than $270 million in client assets* and joins LPL from Raymond James. With nearly 20 years of industry experience, Slack built her practice on a belief that financial advice is most impactful when it is rooted in strong personal relationships. Initially inspired by a desire to help women feel more confident discussing and managing their finances, her approach today is centered on helping individuals and families make informed decisions about their financial futures. 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