LPL Financial: Summit Planning joins broker-dealer, RIA, custodial platforms

LPL Financial announced that the advisors with Summit Planning Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $750 million in advisory, brokerage and retirement plan assets and joins LPL from Lincoln Financial. Founded in 1995, Summit Planning Group brings together a diverse group of advisors with backgrounds in accounting, finance, tax and investments who work together to address each client’s sophisticated wealth management needs. With registered offices in Branford and Glastonbury, Conn., the team includes financial advisors Brian Onofrio, CPA, AIF, C. David Koncz, Karl Zirolli, CFP, AIF, Jay Pinto, CFP, Frank Navario, CLU, Alison G. Gaffney, MBA, CRPC, and Ben Onofrio, MBA.