Apr 19

Karen Benedict Named to the LPL Financial Ambassador Council

HERNDON, Va.  LPL Financial (LPL) selected Senior Vice President and Program Manager Karen Benedict as a new member of the LPL Ambassador Council. Benedict is one of 60 members selected from more than 21,000 LPL advisors and institution leaders nationwide into one of three councils designated according to the members’ affiliation with LPL.

The LPL Ambassador Council vision is to deepen relationships with a diverse cross-section of highly dedicated financial professionals. In bringing together these respected individuals, LPL creates a well-informed, extended advocate community. The LPL Ambassador Council program provides a formal opportunity for advisors and institution leaders to stay closely connected to LPL’s strategic roadmap and key executives, and to share their experience, feedback and support with peers by affiliation type.

“I’m honored to have been selected as a member of LPL’s Ambassador Council. I’m excited to collaborate with LPL and my peers to enrich our partnership with the ultimate goal of maximizing the value we offer our clients,” said Benedict.

Council members serve a multi-year term and attend a series of in-person meetings during their tenure. They also contribute through year-round, ad-hoc participation supporting LPL communications, events and initiatives and by connecting with their LPL colleagues on an ongoing basis to ensure their perspectives are brought forward.


About Northwest Financial Advisors

Serving individuals and businesses across the nation for more than a quarter century, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union (NWFCU). The firm offers a comprehensive range of personalized, objective wealth management advice and solutions to help individuals and families work toward creating, growing and preserving their assets. LPL Financial, the nation’s leading independent broker-dealer and NWFA’s securities custodian, ranked NWFA the No. 1 investment program among its credit union programs and the No. 8 investment program among its bank and credit union programs combined in 2022.For more information, visit www.nwfllc.com or find us on FacebookTwitterLinkedIn and YouTube


About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor and not the other way around. Today, LPL is a leader in the markets it serves,2 comprised of more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor (RIA) firms nationwide. LPL is steadfast in its commitment to the advisor-mediated advice model and the belief that investors deserve access to personalized guidance from a financial advisor. LPL believes that advisors should have the freedom to choose the business model, services and technology they need and to manage their client relationships. Simply put, LPL takes care of its advisors, so they can take care of their clients.


1Rankings based on overall production among all LPL Financial FIS advisors, 2007 through December 31, 2022
2Based on total revenues, Financial Planning magazine, June 1996-2022
LPL Financial evaluated investment programs located at banks and credit unions by: Rep Productivity; Asset Under Management (AUM) Growth; New Net Assets; Advisory Growth; Headcount Growth; Total AUM Growth; Total GDC. The top 40 in each category were given points, and the scores for each category were combined to produce the investment programs cumulative score. The data is reviewed, and the strongest candidates are considered and confirmed by LPL Financial.


Recent Articles

Mar 26

AVP of Marketing Mike Mertz Hits a Home Run with Virginia USSSA Hall of Fame Induction

HERNDON, Va. — AVP of Marketing Mike Mertz was recently recognized for his girls fastpitch softball coaching success with an induction into the Virginia USSSA Hall of Fame. The ceremony was held at the Gregg-Adams Club in Fort Gregg-Adams, Virginia on March 2, 2024.

Mertz, aka Coach Mertz, entered into the 2024 class of the VA Hall of Fame for his exceptional role as head coach/manager in the Virginia Glory fastpitch organization for the past 13 years.

Dec 21

Northwest Financial Advisors Hires Northwest Direct Team to Elevate Service to Growing Clientele

Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced the firm hired Anthony Reese and Pristine Aylor as financial consultants assigned to Northwest Direct, a newly established service model that elevates and expands service to the firm’s growing clientele. Reese and Aylor will work in partnership with the firm’s wealth and branch advisors.

Aug 11

LPL Financial Awards Nikki Young Achieve Rising Star Scholarship

LPL recognizes next generation of top women advisors

HERNDON, Va. — Northwest Financial Advisors LLC (NWFA), LPL Financial’s (LPL) No. 1 credit union investment program,1 today announced that Financial Advisor Nikki Young has been selected as a recipient of LPL’s Achieve Rising Star Scholarship.2 Young is among only 7 scholarship winners selected out of 79 nominated candidates nationwide.