Investor Presentaiton

1 Industry leader in the advisor-mediated marketplace To execute on our strategic priorities, we organize our efforts into five strategic plays Horizontal expansion strategy Vertical integration strategy PLAY 1 Advisor Channel Empower advisors to create the practice that best fits their aspirations and investors Core Foundation PLAY 3 Provide an industry-leading integrated service and technology platform Value Expansion PLAY 4 Deliver expanded capabilities and products for an enhanced client and investor experience Enterprise Channel PLAY 2 Be the destination and strategic partner of choice for enterprises delivering wealth management PLAY 5 Enablers: Business and Advice Services Deepen participation with clients through services that help them run thriving businesses and deliver enhanced advice Empower the organization to innovate, collaborate, and thrive as we deliver on the promises we make to our clients LPL Financial Member FINRA/SIPC

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