LPL names three to its Advisor Inclusion Council

Advisers Sam Cone, Jessica McNamee and Grace Yung have joined LPL Financial’s Advisor Inclusion Council, a 21-member group comprising representatives with diverse backgrounds and specialties from affiliated financial firms and institutions, along with LPL leaders.

Established in 2018, the council “contributes to solutions to attract more underrepresented financial advisers; help advisers address barriers to growth and engage in new investor markets, and create and cultivate inclusive communities for advisers to connect, learn and share best practices,” LPL said in a release.

Cone is a financial consultant at Pinsker Wealth Management in Greensboro, North Carolina, as well as a lawyer and board member and treasurer for his state’s Equal Access to Justice Commission and its Justice Center.

McNamee is director for Heartland Planning Associates, the financial planning and wealth management team located at Heartland Bank in central Ohio.

Yung, a Houston, Texas-based managing director at Midtown Financial, is an active advocate for and supporter of numerous organizations in her community.

Steps to encourage next-gen talent

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Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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