{"id":997821,"date":"2026-08-25T08:58:08","date_gmt":"2026-08-25T12:58:08","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-preferred-financial-group\/"},"modified":"2026-08-25T08:58:08","modified_gmt":"2026-08-25T12:58:08","slug":"lpl-financial-welcomes-preferred-financial-group","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-preferred-financial-group\/","title":{"rendered":"LPL Financial Welcomes Preferred Financial Group"},"content":{"rendered":"<div class=\"mw_release\">\n<p>SAN DIEGO, Aug.  25, 2026  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=lxu0GmB0Bzy_HD_xD5KJDZzBJY-MPjjGs1m8d-Tz0Ps_q32DuO4jNQxPPrHdFFsjZhTTN4dRW-PcjWwTA31o1w==\" rel=\"nofollow\" target=\"_blank\">LPL Financial LLC<\/a>\u00a0announced today that financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group have joined LPL Financial\u2019s broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Harbour Investments, Inc.<\/p>\n<p>Based in the Battle Creek and Kalamazoo, Mich. areas, Preferred Financial Group serves clients through a relationship-driven approach rooted in accessibility, value and personal service. The father-son team has worked together since 2014, bringing a multigenerational perspective to the practice and a shared commitment to helping clients navigate important financial decisions. The team has almost 50 years of combined experience.<\/p>\n<p>Preferred Financial Group serves a wide range of clients, with a focus on pre-retirees and retirees, while also helping newly married couples, young professionals and clients with IRA and college savings accounts. Their approach centers on building meaningful relationships and understanding each client beyond the numbers, allowing the team to develop personalized financial roadmaps that can adjust as life changes.<\/p>\n<p>\u201cWe believe the personal relationship we build with clients is what truly sets us apart,\u201d said Pat Gilbert. \u201cOur door is open, and we want clients to feel comfortable stopping by, calling us and knowing we are here for them. They are not just clients to us. They are people we care about, and we are grateful for the trust they continue to place in us as we begin this new chapter with LPL.\u201d<\/p>\n<p>\u201cWe work with clients to identify where they want to go, then help create the roadmap to get there,\u201d James Gilbert added. \u201cFrom there, we serve as a GPS along the way, helping them stay on course while understanding that life happens and sometimes detours are necessary.\u201d<\/p>\n<p>\n        <strong>Why Preferred Financial Group Chose LPL <\/strong>\n      <\/p>\n<p>The team selected LPL for its scale, technology and streamlined experience, which they believe will help them operate more efficiently, enhance the client experience and support the next generation of advisors as the practice continues to grow.<\/p>\n<p>\u201cAs our practice has grown, it became clear that we needed a platform that could grow with us,\u201d said Pat Gilbert. \u201cLPL\u2019s technology, ease of doing business and resources position us to serve clients more efficiently while also helping build the firm for the next generation of advisors.\u201d<\/p>\n<p>James Gilbert said LPL\u2019s modern platform was an especially important factor as the financial services industry continues to evolve. \u201cThe advancements LPL has made in technology were a major factor for us,\u201d he said. \u201cThe ability to streamline processes and access more client-facing tools gives us more time to focus on what matters most: meeting with clients, serving their needs and helping them feel confident in their financial future.\u201d<\/p>\n<p>Marc Cohen, chief growth officer at LPL Financial, said, \u201cWe are pleased to welcome Pat and James to LPL. Preferred Financial Group reflects the kind of deeply personal, relationship-based advice that clients value, with a team approach built on collaboration, accessibility and a genuine commitment to helping families navigate each stage of their financial lives. We look forward to supporting them with the technology, scale and resources they need to continue serving clients efficiently while positioning the practice for its next chapter of growth.\u201d<\/p>\n<p>Outside of the office, Pat and James Gilbert are lifelong Michigan residents who enjoy spending time with their families and playing golf together. Pat Gilbert has been married for 39 years and has three children and nine grandchildren. James Gilbert has been married for 10 years and has one daughter.<\/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=2Ay6AGzH63nRzZCvMNB22Y7M6dC8Fs7DGMLIGdbGO57IN-VMK3GHfF-sIcN98Zi5ecI_jet3fk5wmiZ2356ylGSFlpluibGSxmEw46jNhwLr4OD0G-C1VKlg1DNUl_7ilMiosjv3CpldvcqmfLyYzqoBCZ8py7a2plySgkDWuK4=\" 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 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=7U1_d_24jOxs17axyb5qeURkoUSSqhmtzJgGs0NFTbzXdmo1xQQFHmnrKwqqPkI-Xi_KCqJP663p3_BJv39VJQ==\" rel=\"nofollow\" target=\"_blank\">www.lpl.com<\/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>Preferred Financial Group 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=MEgLs8dk_kEGftmr5XiB0E_xu-9r-WweNGfJq11L5r_XeiG6Q-cOA0Yw0632JOQaJU6131FwaEa5R64ekQjzsC5PSSCYpqFXlyuw4gKLq-I=\" rel=\"nofollow\" target=\"_blank\">Investor Relations<\/a>\u201d or \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=HSGJQLPw91jLPaXjJKd-vze4H6c_QcinyEBsUmdI8OIt4jOAq0WVzcst25BB782DRRDyrz7J7Dbfn7cGmrb3h8XObI31QX4FyZiPYLJ-flyytp1oOG8x2GZOx8ijNaxX\" 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=UdHCYAgg9wyq58INvF8sx__HEsDggd0rf8nvTi8o-JFml_qPcyCX2l0egiWaendyMHj6TrIDBt4GNhiCQKlBgbSHr3HkkNFMcWmpUAHSAV7SsiHQNZMW10bgE2928cnJlifH7gR7sN425sIsfzb18g==\" rel=\"nofollow\" target=\"_blank\">Media.relations@LPLFinancial.com<\/a>\u00a0\u00a0<\/p>\n<p>Tracking #1162370<\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTgxNTE4NyM3ODAwOTQxIzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/MDUwOGQ4NmMtYzFmZS00YTVmLWIwZTMtZWYyZTU4MDMzYjIyLTEwMzA3MTMtMjAyNi0wOC0yNS1lbg==\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>SAN DIEGO, Aug. 25, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group have joined LPL Financial\u2019s broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Harbour Investments, Inc. Based in the Battle Creek and Kalamazoo, Mich. areas, Preferred Financial Group serves clients through a relationship-driven approach rooted in accessibility, value and personal service. The father-son team has worked together since 2014, bringing a multigenerational perspective to the practice and a shared commitment to helping clients navigate important financial decisions. The team has almost 50 years of combined experience. Preferred Financial Group serves &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-preferred-financial-group\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;LPL Financial Welcomes Preferred Financial Group&#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-997821","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LPL Financial Welcomes Preferred Financial Group - 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-preferred-financial-group\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Welcomes Preferred Financial Group - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"SAN DIEGO, Aug. 25, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group have joined LPL Financial\u2019s broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Harbour Investments, Inc. Based in the Battle Creek and Kalamazoo, Mich. areas, Preferred Financial Group serves clients through a relationship-driven approach rooted in accessibility, value and personal service. The father-son team has worked together since 2014, bringing a multigenerational perspective to the practice and a shared commitment to helping clients navigate important financial decisions. The team has almost 50 years of combined experience. 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The team reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Harbour Investments, Inc. Based in the Battle Creek and Kalamazoo, Mich. areas, Preferred Financial Group serves clients through a relationship-driven approach rooted in accessibility, value and personal service. The father-son team has worked together since 2014, bringing a multigenerational perspective to the practice and a shared commitment to helping clients navigate important financial decisions. The team has almost 50 years of combined experience. 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