Port Charlotte, FL— January 28, 2026 – Rebekah J. Fero, a financial advisor at Fero Financial in Por Charlotte, FL, has earned a place among LPL Financials’ Ascent Club Program for 2025 — a distinction reserved for advisors who set the standard for excellence in financial guidance. *
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. Fero delivers valuable expertise every day, serving clients across Charlotte County Florida and other states with comprehensive wealth management services, including comprehensive wealth management and financial planning, investment management, retirement planning, tax planning, charitable giving, estate planning, and long-term care planning.
“This recognition reflects the heart of our work at Fero Financial by helping individuals and families build what I call an Intentional Ark before life’s inevitable transitions arrive,” said Rebekah J. Fero, CFP®, AIF®. “Whether a client is navigating widowhood, retirement, or a major life change, our role is to create a coordinated financial structure that protects flexibility, supports informed decisions, and allows them to move forward with purpose. Being named to LPL’s Ascent Club reinforces our commitment to intentional planning, disciplined strategy, and guiding clients through complexity with clarity and care.”
“On behalf of the entire LPL team, I’m proud to celebrate Rebekah for this outstanding achievement,” said Peter Vincent, executive vice president and head of client success for LPL’s advisor channels. Rebekah continues to raise the bar, empowering clients to transform aspirations into tangible outcomes and drives meaningful impact in Charlotte County Florida and throughout the county as she has many clients in various states.
Fero has partnered with LPL Financial — one of the fastest-growing firms in wealth management— for 10 years. Through LPL, advisors gain access to advanced tools, resources and support designed to streamline operations and accelerate growth, 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 production among LPL-affiliated investment programs only.
Securities offered through LPL Financial, member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a Registered Investment Advisor (RIA). Integrated Financial Group, IFG Advisory, LLC, and Rebekah J. Fero, LLC are separate entities from LPL Financial.
