{"id":765467,"date":"2023-06-22T09:08:03","date_gmt":"2023-06-22T13:08:03","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-blue-sky-wealth-management\/"},"modified":"2023-06-22T09:08:03","modified_gmt":"2023-06-22T13:08:03","slug":"lpl-financial-welcomes-blue-sky-wealth-management","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-blue-sky-wealth-management\/","title":{"rendered":"LPL\u00a0Financial Welcomes Blue Sky Wealth Management"},"content":{"rendered":"<div class=\"mw_release\">\n<p align=\"left\">CHARLOTTE, N.C., June  22, 2023  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=RgKgEpF7j-4z8A_DUSZxbZiktgMA8mPIiIvh62vqiREERosSg7DMZ5zZ-3mhJ3k17mI2o-RbYnLV9NrbbISL9Q==\" rel=\"nofollow noopener\" target=\"_blank\"><u>LPL Financial LLC<\/u><\/a>\u00a0announced today that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial\u2019s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury, part of Osaic (formerly Advisor Group).<\/p>\n<p>Located in Greenwood Village, Colo., Blue Sky Wealth Management was formed in 2016 when Di Biasi and McElheny merged their individual practices. With more than four decades of wealth management experience between them, the pair prides themselves on developing personalized strategies to address their clients\u2019 financial goals and objectives, using the most efficient methods available. \u201cNo one strategy works for everyone, which is why each client gets our undivided attention \u2013 from planning to execution to follow-up,\u201d McElheny said.<\/p>\n<p>It was their client-first commitment that led the Blue Sky Wealth Management team \u2013 which also includes advisors Leor Getzel and Bill Simmermon \u2013 to LPL Financial.<\/p>\n<p>\u201cAs this industry continues to evolve, it\u2019s important to partner with a leading wealth management firm to help us keep up with our clients\u2019 growing needs. It\u2019s clear that LPL is a forward-thinking and progressive partner that understands the importance of investing in innovative and integrated technology to help us work efficiently and provide an exceptional client experience,\u201d said Di Biasi.<\/p>\n<p>McElheny, who was with LPL earlier in his career, said returning to LPL was the right decision for their firm. \u201cLPL offers our team the opportunity to chart our own course. They offer best-in-class tools and technology, as well as differentiated service experiences. We are confident this partnership will allow us greater flexibility to simultaneously focus on our clients and grow our business.\u201d<\/p>\n<p>Scott Posner, LPL Executive Vice President, Business Development, added, \u201cWe welcome Joe, Greg and the entire team at Blue Sky Wealth Management to the LPL community. We are inspired by their client-centered philosophy and are committed to supporting their goal of growing their business by providing them with innovative M&amp;A resources, integrated capabilities and access to a wide range of non-proprietary investment products. We wish Blue Sky Wealth Management great success with the next chapter of their business.\u201d<\/p>\n<p>\n        <strong><br \/>\n          <u>Related<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>Advisors, find an\u00a0<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=0kgl3brDn08_jr5yPqynKBhCZbh7BgBLR7NjfC0lLKeFsV6I5EjowJLMrFElWSMjATpuOjHlQeS-1pZcw2p3N_bwJit49ygJKwN7xDYaMC5eGkWn3ufVZ75Zcv_0nTKma7KRK2a01n-pI3GBn2HYJP5vBcRYqVuDnW5lOWh_0vEn5PVCdNU3_H-eaUkXU8hGo72zPB_E6XbNlYcDd3dLDswEJZP3xFmZH9409CMJmck=\" rel=\"nofollow noopener\" target=\"_blank\"><u>LPL business development representative<\/u><\/a>\u00a0near you.<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong><br \/>\n        <br \/>LPL Financial Holdings, Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor (&#8220;RIA&#8221;) firms nationwide. We are steadfast in our commitment to the advisor-mediated advice model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.<\/p>\n<p>\n        <em>*Value approximated based on asset and holding details provided to LPL from year-end 2022.<\/em>\n      <\/p>\n<p>Securities and advisory services offered through LPL Financial LLC (\u201cLPL Financial\u201d), a registered investment advisor. Member FINRA\/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. Blue Sky Wealth Management and LPL Financial are separate entities.<\/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 \u201cInvestor Relations\u201d or \u201cPress Releases\u201d section of our website.<\/p>\n<p>Connect with Us!<\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=TGgKrqXUQOjNmXdkZbkAzFQn1Cm3r5Va34Ync4mAzsu2a_Bosy02Sb4kncck_DWDZXtmnW00Qd_Bab5E43uZmu3Jql5fYrJT4in6zV4YEd4=\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/twitter.com\/lpl<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=TGgKrqXUQOjNmXdkZbkAzEeLRLlY8q7GgNNzLVH_UZTzJwWEMIsnBhs3o59dpFj88-JlPnp7f2Sy86JyuiqWRxbv2nZcWTvBmQsJOR1A8NuzVGzzZc8T-1uS1PpVxxCtY-tfP1fPbYr8xgN4pGJ8leaEsH5VIsp0NS-G7cfVDHk=\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.linkedin.com\/company\/lpl-financial<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=TGgKrqXUQOjNmXdkZbkAzK56iOVxQvowvAibBdGq7XCd99wf8yeSdRPeK91tw5VH0vNww_pjY_6DzfIE_DdDuPYGDcmtqY0o_e7ymzBS7kl0XkwZl8p6cZ6WMgWIAiJpvt_yaZAf59ezvRKbqE5V-A==\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.facebook.com\/LPLFinancialLLC<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=TGgKrqXUQOjNmXdkZbkAzCT2lWUtODdo92nQ008Z9vbli40Sk6uitK-LcR8yDQbp63mAher8AgEta3IopKn2s-62a3vx9i-1i8ORV6O8CIWZt6xSAaYS6EN0601c4aI_4KPornn9P7JcL_dxvk3lTOguVSLbFjZGfJjBvUCKyT4=\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.youtube.com\/user\/lplfinancialllc<\/a>\n      <\/p>\n<p>\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong><br \/>\n        <br \/>\n        <u><br \/>\n          <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=QVNhf8IFN3U6XvDaeuxIcztdqX0hL4K64pViAhPkk3qiBKAPY-XrSw7oOszSQu4JG4FAU6K8IY3E1f-7DvEgX6wZIdkJILnyiLAGOQielLEc74ve5fZFa00zXml8HoYF\" rel=\"nofollow noopener\" target=\"_blank\">Media.relations@LPLFinancial.com<\/a><br \/>\n        <\/u><br \/>\n        <br \/>(704) 996-1840<\/p>\n<p>1-05373839<\/p>\n<p>      <img decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODg2MjU0MCM1NjU5MDUyIzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" src=\"https:\/\/ml.globenewswire.com\/media\/ZmVhZDFiOWEtNjRkNS00YzQ0LWJlZTktYzM0NWYzY2VmM2E1LTEwMzA3MTM=\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>CHARLOTTE, N.C., June 22, 2023 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial\u2019s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury, part of Osaic (formerly Advisor Group). Located in Greenwood Village, Colo., Blue Sky Wealth Management was formed in 2016 when Di Biasi and McElheny merged their individual practices. With more than four decades of wealth management experience between them, the pair prides themselves on developing personalized strategies to address their clients\u2019 financial goals and objectives, using the most efficient methods available. \u201cNo &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-blue-sky-wealth-management\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;LPL\u00a0Financial Welcomes Blue Sky Wealth Management&#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-765467","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LPL\u00a0Financial Welcomes Blue Sky Wealth Management - 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-blue-sky-wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL\u00a0Financial Welcomes Blue Sky Wealth Management - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"CHARLOTTE, N.C., June 22, 2023 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial\u2019s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury, part of Osaic (formerly Advisor Group). Located in Greenwood Village, Colo., Blue Sky Wealth Management was formed in 2016 when Di Biasi and McElheny merged their individual practices. With more than four decades of wealth management experience between them, the pair prides themselves on developing personalized strategies to address their clients\u2019 financial goals and objectives, using the most efficient methods available. \u201cNo &hellip; Continue reading &quot;LPL\u00a0Financial Welcomes Blue Sky Wealth Management&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-blue-sky-wealth-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2023-06-22T13:08:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODg2MjU0MCM1NjU5MDUyIzIwMTkxNDA=\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-blue-sky-wealth-management\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-blue-sky-wealth-management\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"LPL\u00a0Financial Welcomes Blue Sky Wealth Management\",\"datePublished\":\"2023-06-22T13:08:03+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-blue-sky-wealth-management\\\/\"},\"wordCount\":664,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-blue-sky-wealth-management\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=ODg2MjU0MCM1NjU5MDUyIzIwMTkxNDA=\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-blue-sky-wealth-management\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-blue-sky-wealth-management\\\/\",\"name\":\"LPL\u00a0Financial Welcomes Blue Sky Wealth Management - 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They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury, part of Osaic (formerly Advisor Group). Located in Greenwood Village, Colo., Blue Sky Wealth Management was formed in 2016 when Di Biasi and McElheny merged their individual practices. With more than four decades of wealth management experience between them, the pair prides themselves on developing personalized strategies to address their clients\u2019 financial goals and objectives, using the most efficient methods available. \u201cNo &hellip; Continue reading \"LPL\u00a0Financial Welcomes Blue Sky Wealth Management\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-blue-sky-wealth-management\/","og_site_name":"Market Newsdesk","article_published_time":"2023-06-22T13:08:03+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODg2MjU0MCM1NjU5MDUyIzIwMTkxNDA=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-blue-sky-wealth-management\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-blue-sky-wealth-management\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"LPL\u00a0Financial Welcomes Blue Sky Wealth Management","datePublished":"2023-06-22T13:08:03+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-blue-sky-wealth-management\/"},"wordCount":664,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-blue-sky-wealth-management\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODg2MjU0MCM1NjU5MDUyIzIwMTkxNDA=","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-blue-sky-wealth-management\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-blue-sky-wealth-management\/","name":"LPL\u00a0Financial Welcomes Blue Sky Wealth Management - 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