LPL Financial Welcomes FHT Advisors and Impel Wealth Management
Key Highlights
- ➤FHT Advisors and Impel Wealth Management join LPL from Cetera
- ➤Combined client assets approximate $1.15 billion
- ➤Two Ohio practices retain separate business identities under LPL platforms
- ➤LPL selected for technology, planning capabilities and growth resources
Expert Statements
Brian Toma, Leader of FHT Advisors
“We do deep and meaningful work for our clients, and this is a new and exciting chapter for our team.”
Brian Toma, Leader of FHT Advisors
“We’ve intentionally built FHT as an ensemble because we believe clients benefit when multiple advisors are thinking about their financial lives. LPL gives us access to the technology, resources and capabilities to build on that approach and continue elevating the client experience.”
Jesse Hurst, Founder of Impel Wealth Management
“We have been blessed with an amazing team that works collaboratively, and when someone engages Impel, they get our entire firm.”
Jesse Hurst, Founder of Impel Wealth Management
“We also believe strongly in sharing ideas with our peers. That abundance mentality makes all of us better advisors and helps us build stronger practices for the clients and families we serve.”
Jesse Hurst, Founder of Impel Wealth Management
“The leadership alignment around growth and the opportunities ahead were unique and refreshing.”
Jesse Hurst, Founder of Impel Wealth Management
“LPL brings together technology, planning resources and services that can help us support complex client needs while giving us more opportunities to grow. We came away from the San Diego office visit excited about what we can accomplish in this next chapter.”
Brian Toma, Leader of FHT Advisors
“For us, the decision also came back to the client experience.”
Brian Toma, Leader of FHT Advisors
“We want clients to have access to strong technology, thoughtful planning capabilities and the resources needed to manage and support their financial lives. We believe LPL provides a platform that can help us continue doing meaningful work for clients while positioning our team for the future.”
Ken Hullings, Head of advisor recruiting and executive vice president of business development at LPL Financial
“Brian and Jesse have each built highly collaborative practices centered on thoughtful planning, strong relationships and a genuine commitment to helping clients and colleagues succeed. Their 25-year professional relationship and shared belief in exchanging ideas reflect the kind of community we strive to foster at LPL. We are proud to welcome FHT Advisors and Impel Wealth Management and look forward to supporting each firm with the technology, capabilities and growth resources to build on its distinct strengths and deliver an even stronger experience for clients.”
SAN DIEGO, Nov. 10, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial professionals of FHT Advisors and Impel Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The practices, which will retain their separate business identities, reported serving approximately $1.15 billion in combined client assets* and join LPL from Cetera.
The two Ohio-based practices are led by longtime colleagues Brian Toma, CFP®, AIF®, CEPA®, of FHT Advisors and Jesse Hurst, CFP®, AIF®, of Impel Wealth Management. Toma and Hurst have known and worked alongside one another for 25 years, developing a collaborative relationship built on sharing ideas, best practices and opportunities while continuing to lead their respective firms independently.
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