Investor Presentaiton

Business Services Planning & Advice Services 2 Expanded capabilities to enhance the advisor value proposition Our Services Group has grown to -4,200 subscriptions with annualized revenue of ~$34M in Q3 Planning and Advice Digital and employee-powered solutions that help advisors expand the breadth and depth of their advice Helps advisors increase marketplace differentiation while limiting additional complexity and risk Plans can average $1,000 per month Current Portfolio: Paraplanning In Development: Tax Planning and High Net Worth Services Business Optimizers Digital solutions that provide risk mitigation and business continuity services to support practice operations and succession planning Services Group Subscriptions Planning & Advice Services+ Business Optimizers Professional Services 4,233 3,896 169 3,529 63 94 3,022 2,598 2,605 Lower revenue and lower cost since they deliver digital capabilities 2,425 Subscriptions average $100+ per month 2,085 2,138 1,787 Current Portfolio: M&A Solutions, Digital Officet, Resilience Plan and Assurance Plan 1,715 1,499 1,410 In Development: Client Engage 1,219 1,188 910 657 Professional Services 516 Digital and employee-powered solutions that provide practice management expertise to increase practice-level growth and operational efficiency 1,099 1,235 1,328 1,377 1,459 703 753 805 897 • • Higher revenue and higher cost due to full support from an LPL team Subscriptions average $1,500+ per month Q3 74 Current Portfolio: Business Strategy Services*, Marketing Solutions and Admin Solutions 2020 Q4 Q1 Q2 Q3 Q4 Q1 2021 Q2 2022 Q3 Recently Launched: Bookkeeping t Based on feedback from advisors, CFO Solutions was rebranded as Business Strategy Services and Remote Office was rebranded as Digital Office to better align with the breadth of the offering to advisors LPL Financial Member FINRA/SIPC 12 Subscriptions are the number of advisors using the service

View entire presentation