LPL Financial announced that financial advisors Brett Howard, Marco Rivera, Brooks Crissey, Henry “Hank” DesJardins and Ryan Mason have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $650 million in advisory, brokerage and retirement plan assets, and join LPL from Ameriprise Financial. Founded in 2017 by Howard and DesJardins, the Apex team has since expanded into a full-service ensemble practice that leverages the diverse backgrounds and knowledge of each advisor to provide clients with a comprehensive range of financial planning and investment management services. Based in Santa Rosa, Calif., the team specializes in tax planning, retirement planning, estate planning, wealth preservation, charitable giving, insurance and responsible investing for high-net-worth individuals, families and businesses.
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