LPL Welcomes Moto Wealth Partners to Linsco
MWN-AI** Summary
LPL Financial LLC announced the addition of wealth advisors Breanne Bovara, CPWA®, and Derrick Petry, CFA®, who have launched a new firm called Moto Wealth Partners under the Linsco by LPL Financial brand. Previously affiliated with Fifth Third Private Bank, the team managed around $2 billion in advisory, brokerage, and retirement plan assets. Operating out of Cincinnati and Dayton, Ohio, Moto Wealth Partners is dedicated to serving high-net-worth and ultra-high-net-worth clients nationwide.
Bovara and Petry emphasize a comprehensive approach to wealth management, acknowledging that financial well-being extends beyond mere numbers; it is deeply intertwined with personal values, familial context, and legacy concerns. Their philosophy highlights a dynamic and proactive strategy tailored to clients navigating significant life changes such as inheritance, business transactions, divorce, and career shifts. They aim to simplify complex financial landscapes through meticulous planning, goal identification, cash flow analysis, tax strategy development, and estate structuring.
The name "Moto," derived from the concept of momentum, reflects their commitment to removing obstacles for clients, promoting clarity and confidence in financial decisions. They transitioned to LPL for its operational flexibility and robust technological resources, which enhance their ability to provide personalized services and innovative solutions. Bovara stated that LPL's platform enables them to prioritize client relationships and addresses intricate financial challenges.
Scott Posner, managing director of business development at LPL, expressed enthusiasm for Bovara and Petry joining the Linsco community, noting their alignment with LPL's mission to empower advisors. LPL Financial, a leader in the wealth management sector, supports over 32,000 financial advisors and approximately 1,100 financial institutions across the U.S.
MWN-AI** Analysis
The recent announcement that LPL Financial has welcomed Moto Wealth Partners, led by seasoned advisors Breanne Bovara and Derrick Petry, signifies a noteworthy trend in wealth management—a shift towards personalized, client-centric financial advisory services. As they transition to Linsco by LPL Financial, their combined $2 billion in assets under management underscores their capability to cater to high-net-worth and ultra-high-net-worth clients.
Investors should consider this development as indicative of a broader market trend favoring independent firms that prioritize fiduciary responsibility and personalized service. The emphasis on a holistic approach to wealth—considering family values, purposes, and legacy—opens avenues for client engagement that could result in increased loyalty and referrals.
In addition to their commitment to individualized service, the partnership highlights the advantages LPL offers in terms of technology and operational efficiency. Moto Wealth Partners’ choice to affiliate with LPL reflects a growing demand among financial advisors for robust platforms that enable them to enhance client experiences while streamlining operations. Such advancements can lead to better investment outcomes for clients as advisors dedicate more time to bespoke planning and fewer resources to administrative tasks.
From an investment perspective, the integration of innovative technology and flexible business models provided by LPL Financial positions such firms to thrive even amid uncertainties in the broader economic landscape. This adaptability can cultivate a more resilient investment strategy that responds adeptly to client needs during transitions—whether due to changes in personal circumstances or market dynamics.
Advisors and investors alike should monitor the evolution of Moto Wealth Partners and similar firms as they leverage the resources of larger institutions like LPL. This evolution not only enhances client service but also potentially reshapes industry standards, fostering a new era of wealth management driven by personalized, responsive, and strategic financial planning.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that wealth advisors Breanne Bovara, CPWA®, and Derrick Petry, CFA®, have joined Linsco by LPL Financial to launch Moto Wealth Partners. They reported serving approximately $2 billion for their prior firm in advisory, brokerage and retirement plan assets* and join LPL from Fifth Third Private Bank.
Located in Cincinnati and Dayton, Ohio, Moto Wealth Partners serves high-net-worth and ultra-high-net-worth families across the country, with a strong presence anchored in those markets. Bovara and Petry bring nearly 40 years of combined industry exposure, offering clients a boutique wealth advisory experience that blends human connection with institutional rigor.
“We believe wealth is multidimensional — it impacts family, values, purpose, and legacy,” said Bovara. “Your financial picture evolves with every decision, milestone and transition. That’s why our approach is dynamic and proactive. We support clients through periods of change, emotional challenges, and complex decisions — whether related to business transactions, inheritance, divorce, career transitions, and more. We start with planning, identifying goals, analyzing cash flow, developing tax strategies, and structuring estates — because investments are just one piece of the puzzle. Our goal is to simplify complexity, reduce friction and create clarity so clients can make confident decisions. By combining institutional rigor with human connection, we deliver a boutique experience that feels personal yet powerful with a goal to have every strategy align with what matters most to our clients.”
Bovara added, “The name ‘Moto’ reflects this philosophy — momentum matters. We remove friction and aim to help clients to move forward with clarity and confidence.”
Why Moto Wealth Partners Chose LPL
Seeking independence and fiduciary flexibility, the team turned to LPL for its scale, technology and resources.
“LPL provides the operational freedom and sophisticated tools we need to elevate the client experience,” said Bovara. “Their platform gives us access to cutting-edge technology, integrated planning resources and a robust client engagement ecosystem. This partnership means we can focus on what matters most: delivering highly personalized, planning first strategies for our clients. With LPL’s scale and support behind us, we can streamline operations, enhance efficiency, and dedicate more time to building meaningful relationships and solving complex financial challenges.”
Scott Posner, managing director of business development, said, “We are thrilled to welcome Breanne and Derrick to the Linsco community. Their client-first approach and commitment to innovation aligns with LPL’s mission to empower advisors with flexibility and technology to deliver exceptional value.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
Media Contact:
Media.relations@LPLFinancial.com
Tracking # 852235
FAQ**
How does the partnership with LPL Financial Holdings Inc. (LPLA) enable Moto Wealth Partners to enhance their client offerings compared to their previous firm?
What specific technologies and resources from LPL Financial Holdings Inc. (LPLA) will Moto Wealth Partners leverage to improve their operational efficiency and client service?
In what ways does Moto Wealth Partners plan to align their wealth management strategies with the fiduciary principles set forth by LPL Financial Holdings Inc. (LPLA)?
How does Moto Wealth Partners aim to differentiate their client experience by incorporating LPL Financial Holdings Inc. (LPLA)'s platform and resources into their advisory approach?
**MWN-AI FAQ is based on asking OpenAI questions about LPL Financial Holdings Inc. (NASDAQ: LPLA).
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