LPL Financial Welcomes Five Star Wealth Planning

SAN DIEGO, March 31, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tasha Coleman, CFP®, founder of Five Star Wealth Planning, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.