Press Release - Thomas Trax Honored as one of LPL Financial’s Top Financial Advisors

San Diego, CA — 2026 – Thomas Trax, an independent LPL Financial advisor at Trax Wealth Management in San Diego, has earned a place among LPL Financial’s Masters Club Program for 2026 — a distinction reserved for advisors who set the standard for excellence in their financial practice.*

In today’s dynamic environment, Americans need more than advice — they need a collaborative partner who understands their goals and can help turn plans into progress. Based in California, Trax delivers valuable expertise every day, serving transnational clients with comprehensive wealth management services, including Financial & Retirement Planning, Investment Planning, Estate & Tax Minimization Planning, Contingency Attorney Deferrals, and more.

“On behalf of the entire LPL team, I’m proud to celebrate Thomas Trax for this outstanding achievement,” said Peter Vincent, Executive Vice President and head of Client Success for LPL’s Advisor Channels. Tom continues to raise the bar, empowering clients to pursue their aspirations and driving meaningful impact in San Diego.”

Trax has partnered with LPL Financial — one of the fastest-growing firms in wealth management— for over 25 years. Through LPL, advisors gain access to advanced tools, resources and support designed to streamline operations, allowing them to focus on what matters most: building relationships and delivering personalized financial advice.

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and advisory services offered through LPL Financial (LPL), a registered investment adviser and broker-dealer, member FINRA/SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment adviser representatives affiliated with LPL Financial.

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*Achievement is based on 2025 calendar year production among LPL financial professionals.

Thomas Trax is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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