LOCAL BUSINESS OWNER ATTENDS FINANCIAL MASTERS 2015 CONFERENCE

Marin County, CA March 31, 2015--Tim Russell from Valley Oak Wealth Management, recently attended the Masters 2015 conference, an exclusive event recoginizing the top performing advisors at LPL Financial LLC, the nation’s largest independent broker/dealer*, an RIA custodian and wholly owned subsidiary of LPL Financial Holdings Inc.  (NASDAQ: LPLA).

Masters 2015 provided an educational forum for qualifying advisors and included presentations from LPL leaders and strategic partners.  The event provided advisors a unique opportunity to network and share ideas with their peers, who are among the most successful in the industry.

“It is an honor to be recognized as a top advisor at LPL,” said Russell.  “Having the opportunity to take part in an industry event such as Masters is an ideal opprutuniy to broaden and deepen the level of service and experience I can provide to my clients.”

“LPL is proud to host our top performing advisors at this annual event, “ said Dan Arnold, LPL president.  “Recognizing our elite advisors at Masters is a way to extend our gratitude for their hard work and commitment to their clients, but more importantly it is a way to provide them with continued support in managing and growing their businesses.”  *Based on total revenues, Financial Planning magazine, June 1996-2014

About Valley Oak Wealth Management

Valley Oak Wealth Management is an independent financial consulting organization based in Novato, CA that strives to achieve the financial security and retirement goals of its clients.  Founder and president, Tim Russell, CLU, ChFC, has helped families with their financial decisions for over a quarter of a century.  After the 2008 financial market downturn, Tim saw a need for individuals to have a wealth advisor examine and strengthen the future of their financial health.  He formed Valley Oak, and developed a new investment-management process tailored to each client based on the vision of their legacy.  For more information, please visit www.ValleyOakWM.com.

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc.  (NASDAQ:LPLA), is a leader in the financial advice market and serves $475 billion in retail assets.  The company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions.  LPL Financial is the nation’s largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014, is one of the fastest growing RIA custodians with $91 billion in retail assets served, as of Dec. 31, 2014, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets served.  In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions.  LPL Financial and its affiliates have 3,384 employees with primary offices in Boston, Charlotte, and San Diego.  For more information, please visit www.lpl.com

Securities and advisory services offered through LPL Financial.  A registered investment advisor, member FINRA/SIPC