Advisory M&A News – 7/15/2026
LPL Financial Adds Buell Wealth Management LPL Financial LLC added Buell Wealth Management to LPL Financial’s broker/dealer and registered investment adviser platform. Formerly part of Buell Securities Corp., the team reported serving $370 million in advisory, brokerage and retirement plan assets. Based in Glastonbury, Connecticut, Buell Wealth Management is led by CEO Chris Berris, who…