Investor Presentaiton

LPL investment highlights: significant opportunities to grow and create long-term shareholder value 1 Industry leader with scale, structural tailwinds, and expanded addressable markets 2 Expanded capabilities to enhance the advisor value proposition 3 Organic growth opportunities through net new assets and ROA 4 Resilient business model with natural hedges to market volatility 5 Disciplined expense management driving operating leverage 6 Capital-light business model with significant capacity to deploy 7 Opportunity to consolidate fragmented core markets through M&A LPL Financial Member FINRA/SIPC 7

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