{"id":949498,"date":"2026-04-07T09:50:14","date_gmt":"2026-04-07T13:50:14","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-welcomes-emerald-legacy-advisors\/"},"modified":"2026-04-07T09:50:14","modified_gmt":"2026-04-07T13:50:14","slug":"lpl-welcomes-emerald-legacy-advisors","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-welcomes-emerald-legacy-advisors\/","title":{"rendered":"LPL Welcomes Emerald Legacy Advisors"},"content":{"rendered":"<div class=\"mw_release\">\n<p>SAN DIEGO, April  07, 2026  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=CLRQCdKdF0LhnLpEz1TJKiqzp-WLi8LQnunTXtz0jjLdtEa6fHnmxXiBW1TE9iyH5HGTksnlRIeivbTR7shpVw==\" rel=\"nofollow\" target=\"_blank\">LPL Financial LLC<\/a>\u00a0announced today that the financial advisors of Emerald Legacy Advisors have joined LPL Financial\u2019s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* They join LPL from Wells Fargo Advisors Financial Network.<\/p>\n<p>Based in Kansas City, Mo., Emerald Legacy Advisors is built on decades of experience and intergenerational ties within the financial services industry. Managing partners Jim McMurtry, CFP\u00ae and Allie Konieczka \u2014 daughter of McMurtry\u2019s retired longtime business partner, Colleen Konieczka \u2014 lead the firm alongside McMurtry\u2019s daughter, Michelle Reek, carrying the practice\u2019s esteemed legacy forward. The firm officially rebranded to Emerald Legacy Advisors in January 2024, reflecting the firm\u2019s intergenerational roots and long-term vision.<\/p>\n<p>McMurtry, Konieczka and Reek deliver comprehensive financial planning to individuals and families navigating retirement, major life transitions and long-term wealth planning. Emerald Legacy serves a diverse client base, with a growing focus on young professionals, women, business owners and multigenerational households seeking personalized, relationship-driven advice. The firm operates a collaborative, team-based model in which each client works directly with a dedicated advisor, supported by the broader Emerald Legacy practice to ensure continuity, accessibility and holistic guidance.<\/p>\n<p>\u201cOur goal is for every client to feel welcomed, understood and confident from their very first meeting,\u201d said Konieczka<strong>. <\/strong>\u201cWe take a highly personalized approach \u2014 listening first, asking the right questions and tailoring strategies to align our clients\u2019 financial decisions with what matters most in their lives. There is no one-size-fits-all solution here and we believe that trust and clarity are the foundation of long-term success.\u201d<\/p>\n<p>\n        <strong>Why <\/strong><br \/>\n        <strong>Emerald Legacy Advisors<\/strong><br \/>\n        <strong>Chose LPL<\/strong>\n      <\/p>\n<p>The Emerald Legacy team selected LPL Financial for its scale, independence and access to robust research, technology and investment solutions.<\/p>\n<p>\u201cAfter careful consideration, we chose LPL because its independent platform gives us the flexibility to serve our clients the way we believe is best,\u201d said McMurtry.<\/p>\n<p>\u201cLPL\u2019s access to independent research and a broad range of investment and insurance solutions allows us to provide more personalized, tailored guidance \u2014 without the limitations of rigid, one-size-fits-all policies. This move strengthens our ability to put our clients\u2019 needs first while preserving the relationships and service experience they value,\u201d added Reek.<\/p>\n<p>Scott Posner, managing director of business development at LPL, said, \u201cWe are pleased to welcome Emerald Legacy Advisors to LPL. Their collaborative culture, commitment to personalized planning and focus on serving clients through life\u2019s transitions align well with LPL\u2019s mission to empower advisors with the independence, technology and support they need to build thriving, client-centered practices.\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=1dm-e8p1054JPcRzSCCESGIlqOanHCSyZBKXFHR4wSdSFS8nIWgrILw2_RmXhpOwMPbKE_Mgp44OFpEDil3tbq7BHvSoxeVDmDcRzWdco-ydWKxjj3UWGVnJlByzD3c18-Jnoltdq81UHz21jQ6QZlP65x5kCoIY0hXl8piJ11o=\" rel=\"nofollow\" target=\"_blank\">take your business to the next level<\/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 over 32,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 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\u00a0<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=2kPJduyHEt9UkYk8yAI5IJRo8CKvcqMxXSuuhxkNtc2loPVs_v7xT1dlj-sUQY0zRW_8xOkgnrvT-0XypIQ04w==\" 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 adviser and broker-dealer. Member FINRA\/SIPC. <\/strong>Emerald Legacy Advisors 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 \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=NzwffajBhmgQMCMamdgtb7r5zBRq_GG7tuNQaMK15FoUSIJPYMPt385d6Z9JJEEOesgiY96zDmrQr-avb79ITx-Zoao1IVItXWY8xDRxqIo=\" rel=\"nofollow\" target=\"_blank\">Investor Relations<\/a>\u201d or \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=NikGJ3jIahcYpOM0rY2qMLIhWF3Z9lzBvKs8Ylkhf-D-q8xwnCYGi8-X2PbxKwDkrLa5qx6JNmZg9ghQA4qw0mjKt-z16ZVrAV2Gf9rG1PgD8CpyxM6pXX-Zjlh3_W4t\" rel=\"nofollow\" target=\"_blank\">Press Releases<\/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=OTkvh0HG4j5NwhtSvxw8UQWIVy8JL2F_0k85GUQ3Y8mrOOxAFjsKEAfDuAQKEaRzh9diJJ-NtqU-07UsIUj4R6uGyqCtONbNqQ69yQRmsTkVg-1uGKnLB4lCX7NxMe8yXFi9pU3IG0e455xlfFXW5g==\" rel=\"nofollow\" target=\"_blank\">Media.relations@LPLFinancial.com<\/a>\u00a0<\/p>\n<p>Tracking #1087383<\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTY4NDY1NSM3NTE4NjE4IzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/MDY5NTM4OTgtODFiYy00ZTE5LTk2Y2QtMmYwODlmNmVmYmM5LTEwMzA3MTMtMjAyNi0wNC0wNy1lbg==\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>SAN DIEGO, April 07, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that the financial advisors of Emerald Legacy Advisors have joined LPL Financial\u2019s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* They join LPL from Wells Fargo Advisors Financial Network. Based in Kansas City, Mo., Emerald Legacy Advisors is built on decades of experience and intergenerational ties within the financial services industry. Managing partners Jim McMurtry, CFP\u00ae and Allie Konieczka \u2014 daughter of McMurtry\u2019s retired longtime business partner, Colleen Konieczka \u2014 lead the firm alongside McMurtry\u2019s daughter, Michelle Reek, carrying the practice\u2019s esteemed legacy forward. The firm officially rebranded to Emerald Legacy Advisors in January 2024, &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-welcomes-emerald-legacy-advisors\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;LPL Welcomes Emerald Legacy Advisors&#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-949498","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LPL Welcomes Emerald Legacy Advisors - 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-welcomes-emerald-legacy-advisors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Welcomes Emerald Legacy Advisors - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"SAN DIEGO, April 07, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that the financial advisors of Emerald Legacy Advisors have joined LPL Financial\u2019s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* They join LPL from Wells Fargo Advisors Financial Network. Based in Kansas City, Mo., Emerald Legacy Advisors is built on decades of experience and intergenerational ties within the financial services industry. Managing partners Jim McMurtry, CFP\u00ae and Allie Konieczka \u2014 daughter of McMurtry\u2019s retired longtime business partner, Colleen Konieczka \u2014 lead the firm alongside McMurtry\u2019s daughter, Michelle Reek, carrying the practice\u2019s esteemed legacy forward. 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The team reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* They join LPL from Wells Fargo Advisors Financial Network. Based in Kansas City, Mo., Emerald Legacy Advisors is built on decades of experience and intergenerational ties within the financial services industry. Managing partners Jim McMurtry, CFP\u00ae and Allie Konieczka \u2014 daughter of McMurtry\u2019s retired longtime business partner, Colleen Konieczka \u2014 lead the firm alongside McMurtry\u2019s daughter, Michelle Reek, carrying the practice\u2019s esteemed legacy forward. 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