$280M-Asset, Ex-UBS Adviser Affiliates With LPL’s Linsco Channel
Financial adviser Melissa Mirabile has joined LPL Financial’s employee adviser channel, Linsco by LPL Financial, to launch Forest Lake Wealth Partners. She reported serving approximately $280 million in advisory, brokerage and retirement plan assets and joins LPL from UBS.
Located in Albany, N.Y., Forest Lake Wealth Partners serves clients across the country, including families, business owners, and trade unions. This diverse client base highlights the firm’s commitment to addressing a broad spectrum of financial needs. Mirabile, who has over 30 years of experience and is the fifth financial adviser in her family, said her team avoids short-lived financial trends in favor of a practical, common-sense approach to financial planning.
“We recognize that every client is unique, so we create tailored financial plans designed to meet their individual needs. Our team is dedicated to going above and beyond, offering clients a comprehensive perspective on their finances. In addition to investment strategies, we assist with estate planning and tax management. By intentionally limiting the number of clients we serve, we are able to develop close, personal relationships with each one,” said Mirabile.
Seeking more autonomy and customization for their clients, the team – which also includes Casey Mirabile, third-generation wealth associate, and Lars Olson, business development associate – turned to LPL.
“Linsco provides us with comprehensive support, increased efficiency and more freedom to address each client’s individual needs without potential conflicts of interest or cookie-cutter models. This will allow us to spend our time the way we should, by helping our clients. Linsco made the transition so successful by offering a dedicated and responsive team. We are so excited to have our clients benefit from this support long term,” said Mirabile.
Scott Posner, managing director of business development, said: “We welcome Melissa and team to the Linsco community. At LPL, we are committed to offering differentiated experiences for advisers and their clients. We do that by offering unparalleled flexibility, strategic resources and innovative technology designed to help advisers deliver an elevated client experience while operating thriving practices.”
In October 2025, advisers Justin Flowers and Wally Bradley joined Linsco by LPL Financial, to launch Flowers-Bradley Wealth Management. Serving approximately $322 million in advisory, brokerage and retirement plan assets, they transitioned to LPL from Truist. And over the summer, financial advisers Jared Black and Richard Brokaw joined Linsco to launch Wyoming Asset Advisors Powered by LPL. They reported serving approximately $400 million in advisory, brokerage, and retirement plan assets and join LPL from Wells Fargo Advisors.
LPL Financial Holdings Inc. (Nasdaq: LPLA) supports over 32,000 financial advisers and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets.
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