Devin Garofalo joins LPL’s Business Leaders Forum

Colonial River Wealth Management CEO Devin J. Garofalo took part in LPL Financial’s 2026 Business Leaders Forum in Philadelphia, where advisors and industry leaders discussed growth, artificial intelligence, leadership and client service. The event highlights how top advisory firms are adapting to new technology and business models.

Why it matters: - The forum focused on how leading advisors can grow firms, improve client service and prepare for changes in wealth management. - Artificial intelligence, practice management and leadership were central themes, showing where the advisory business is heading. - Garofalo’s participation adds to his profile as a senior advisor and firm leader at Colonial River Wealth Management.

What happened: - Devin J. Garofalo, AIF®, CEO and Senior Wealth Advisor of Colonial River Wealth Management, participated in LPL Financial’s 2026 Business Leaders Forum. - LPL held the multi-day event in Philadelphia with The Wharton School of the University of Pennsylvania. - The forum brought together advisors from across the U.S. for sessions on leadership, growth and innovation. - Garofalo said the event offered a chance to exchange ideas with accomplished professionals and reinforced the value of continuous innovation and strategic growth.

The details: - Wharton faculty, LPL executives and industry experts led presentations at the event. - Sessions covered artificial intelligence for advisory services, scaling advisory practices, client relationships, advanced planning strategies and building high-performing teams. - The program also included networking with fellow advisors and industry partners. - Garofalo was named a 2025 Summit Level Advisor at LPL Financial earlier this year, placing him among the firm’s top-ranked advisors nationwide. - Garofalo also serves as Chair of Marketing for the LPL Government Relations Advisor Council. - Garofalo has more than 22 years of experience in financial services. - Colonial River Wealth Management says Garofalo works with individuals, families, business owners and retirees on personalized wealth management strategies.

Between the lines: - LPL is using the forum to push advisors toward more technology-driven and operationally sophisticated practices. - The presence of Wharton faculty signals that LPL is framing advisory growth as a business discipline, not just a sales function. - Garofalo’s roles suggest he is active both inside the firm and in broader industry leadership.

What's next: - Garofalo said he plans to apply ideas from the forum to strengthen Colonial River Wealth Management and improve client experience. - Colonial River Wealth Management directs readers to the firm’s website for more information.