OUR TEAM
Reach out to our team and experience the dedication and passion that has empowered numerous clients as they navigate their financial journey. Our team stands ready to assist you at every turn, upholding the same core values that have been the cornerstone of our service. Get to know our team members below or click the button below to contact our team and get started.
Unparalleled Support For Your Financial Future
With the support of LPL Financial, The Zack Wealth Group leverages advanced tools, technology, and resources to provide personalized advice tailored to your goals, priorities, and long‑term vision.
$2.3T
In brokerage and
advisory assets
serviced or custodied1
11M
Client accounts
served by LPL advisors
and institutions1
32K+
LPL advisors1
1,100
Financial institutions2
that partner with LPL1
Fortune 500
Company strength
working for your
advisor and you4
100%
Cyber Fraud
Guarantee fully
protects your assets3
97%
Advisor retention rate,
advisors value the
autonomy flexibility, and
support LPL provides1
zero
Your advisor is
never pushed to
sell proprietary
products
1. Data as of September 30, 2025. 2. 1,100 banks, credit unions and product manufacturers that partner with LPL. 3. LPL will reimburse you for 100% of realized losses in your impacted LPL accounts, which were incurred directly as a result of unauthorized access to an LPL system. Please visit: go.lpl.com/cyber-fraud.html for terms and obligations. 4. LPL ranked #340 on the Fortune 500 in 2025.
This material has been prepared by LPL Financial, LLC. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity. Not Insured by FDIC/NCUA or Any Other Government Agency. Not Bank/Credit Union Guaranteed. Not Bank/Credit Union Deposits or Obligations. May Lose Value.
For public use. Member FINRA/SIPC. MC-0003744FLY2-0325V3 Tracking #830800 (Exp. 09/26)