We have launched our new, independent wealth management firm, Air Capital Wealth Management, in partnership with LPL Financial. LPL is the nation’s largest independent broker/dealer* overall, and third largest custodian of assets**, supporting over 21,000 independent advisors. As our client, you have your own considerations and priorities, so we will continue tailoring plans to your specific needs—that has not changed.

We have always gone above and beyond for our clients, providing high-touch, personalized service. Our partnership with LPL gives us the independence and flexibility to offer you even more of that. As our broker/dealer, LPL provides cutting-edge technology, resources, and investment choices that allow us to design more customized plans and serve you even better.

It was necessary to delay the announcement of our partnership with LPL Financial until our advisors were formally registered with them, to avoid potential conflicts of interest. If you have any questions prior to us contacting you, please call us at (316) 234-1500.

We decided to launch our new independent firm by affiliating with LPL Financial—a Fortune 500 company and one of the largest financial service firms in the country, safeguarding over $1 trillion in client assets*. This arrangement will allow us to utilize the strength and leverage of a major firm, while allowing us to build our own culture, team, and resources to best partner with you.

LPL’s comprehensive support, technology, and research, along with their model of transparency and dedication to independence and choice, allows us to provide you with a wide range of diligently evaluated, non-proprietary products. In fact, you will now have access to many investment options that previously were not available to you by virtue of LPL’s scale. As a leader in the retail financial advice market, we are confident that we are being fully supported by a firm who can match our high standards.

Yes, however we will not be able to manage the accounts since we are no longer affiliated with Merrill Lynch. If you choose to keep your accounts, you will be reassigned to a different advisor.

To protect your personal information from unauthorized access and use, LPL Financial uses security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. LPL’s online environment uses security technologies, including layered security and access controls over personal information. For further information, please visit LPL’s Privacy/Security page at: www.lpl.com/disclosures/privacy-security.html

No. In fact, because we are now an independent firm, we are no longer limited in our access to research, planning, and portfolio construction capabilities. This freedom of choice empowers us to do more for you.