LPL Financial announced wealth advisors Breanne Bovara, CPWA, and Derrick Petry, CFA, have joined Linsco by LPL Financial to launch Moto Wealth Partners, bringing with them approximately $2 billion in advisory, brokerage and retirement plan assets from their prior firm. The team is joining LPL from Fifth Third Private Bank and will be based in Cincinnati and Dayton, Ohio, serving high net worth and ultra high net worth families nationwide with a strong footprint in those markets.
Moto Wealth Partners said its approach centers on “planning first” advice, positioning investments as only one component of a broader framework that includes goals, cash flow, tax strategies and estate structuring. Bovara said the firm aims to guide clients through periods of change and complex decisions, including business transactions, inheritance, divorce and career transitions, with an emphasis on reducing friction and simplifying complexity so clients can make decisions with clarity and confidence.
The advisors said they chose LPL to gain independence and greater fiduciary flexibility, citing the firm’s scale, technology and resources as key drivers. Bovara said LPL’s platform provides operational freedom, integrated planning resources and a broader client engagement ecosystem intended to streamline operations and allow the team to spend more time on client relationships and problem solving.
LPL’s Scott Posner, managing director of business development, said the firm is welcoming Bovara and Petry to the Linsco community, pointing to their client first approach and focus on innovation as aligned with LPL’s broader mission to provide advisors with flexibility and technology support.
Moto Wealth Partners’ name is intended to reflect its core philosophy around momentum and helping clients move forward, Bovara said. The $2 billion figure is an approximation based on asset and holding details provided to LPL from end of year 2024.
KEY QUOTES
“We believe wealth is multidimensional — it impacts family, values, purpose, and legacy. Your financial picture evolves with every decision, milestone and transition. That’s why our approach is dynamic and proactive. We support clients through periods of change, emotional challenges, and complex decisions — whether related to business transactions, inheritance, divorce, career transitions, and more. We start with planning, identifying goals, analyzing cash flow, developing tax strategies, and structuring estates — because investments are just one piece of the puzzle. Our goal is to simplify complexity, reduce friction and create clarity so clients can make confident decisions. By combining institutional rigor with human connection, we deliver a boutique experience that feels personal yet powerful with a goal to have every strategy align with what matters most to our clients. The name ‘Moto’ reflects this philosophy — momentum matters. We remove friction and aim to help clients to move forward with clarity and confidence. LPL provides the operational freedom and sophisticated tools we need to elevate the client experience,”
“Their platform gives us access to cutting-edge technology, integrated planning resources and a robust client engagement ecosystem. This partnership means we can focus on what matters most: delivering highly personalized, planning first strategies for our clients. With LPL’s scale and support behind us, we can streamline operations, enhance efficiency, and dedicate more time to building meaningful relationships and solving complex financial challenges.”
Breanne Bovara, CPWA
“We are thrilled to welcome Breanne and Derrick to the Linsco community. Their client-first approach and commitment to innovation aligns with LPL’s mission to empower advisors with flexibility and technology to deliver exceptional value.”
Scott Posner, Managing Director of Business Development, LPL Financial
