InvestmentNews 40 Under 40

6 LPL Advisors Named to InvestmentNews’ 40 Under 40 List

June 23, 2017

LPL Financial

LPL Financial congratulates six affiliated advisors who were named to the 2017 InvestmentNews 40 Under 40 list. The annual award honors professionals in the financial advice industry for their success and contribution to the industry at large.

LPL advisors honored include:

  • Conor Delaney, The Good Life Companies, Wyomissing, Pa.
  • Brandon Garrett, Snow Garrett Wealth Management, Weatherford, Texas
  • Christopher Quinley, Liang & Quinley Wealth Management, Irvine, Calif.
  • Kurt Rossi, Independent Wealth Management, Wall, N.J.
  • Michael Shanahan, Overland & Shanahan Wealth Advisors Inc., San Diego
  • Anne McCabe Triana, Curo Private Wealth, Reston, Va.

According to InvestmentNews, individuals were selected based on their accomplishments, contribution to the industry, leadership and promise.  LPL advisors made contributions to their communities and the industry at large in varying ways, including participating as a mentor to students at local colleges, offering pro-bono financial planning services and developing financial education programs for their local communities.

"On behalf of LPL, I applaud these advisors on being recognized as leaders in financial services and for leveraging their work in a meaningful way to empower investors and their communities,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “They share a dedication and passion for the work they do. It is demonstrated through their focus on client relationships, passion for the independent model as the means to best serve clients and fuel their entrepreneurial spirit and desire to impact their communities through their knowledge and expertise.  We are proud to partner with these advisors and look forward to supporting their continued success.”

This year’s 40 Under 40 are featured in a special edition of InvestmentNews.

LPL Financial and InvestmentNews are not affiliated.

LPL Financial and the advisor firms referenced are separate entities.