LPL Financial Research Team

Consisting of more than 35 seasoned and accomplished industry veterans,

LPL Financial Research employs the largest independent research team in the nation. 

Burt White

Chief Investment Officer

Managing Director of Research and Chief Investment Officer, Burt White is responsible for the strategic direction and continued growth of the LPL Financial Research platform. His role includes setting the vision for superior research capabilities and enabling the delivery of conflict-free, objective investment advice by LPL Financial advisors. He provides day-to-day oversight of the Research team, which focuses on providing financial advisors with unbiased investment research about mutual funds, separate accounts, alternative investments, asset allocation strategies, financial markets, and the economy. He is also regularly sought after to speak to the national media—including CNBC, Fox Business, Bloomberg, and others.

 

Prior to joining LPL Financial in 2007, Mr. White served as a managing director and director of research for Wachovia Securities for 10 years. Mr. White also was an investment analyst for Mercer Investment Consulting, where he provided investment advice to institutional clients. He started his financial services career on the buy side of the business as a research analyst for Thompson, Siegel, and Walmsley, a value-oriented asset manager.

Mr. White received a bachelor of business administration from the College of William and Mary and is FINRA Series 7, 24, 63, 65, and 87 registered through LPL Financial.

As Vice President, Market Strategist, Ryan Detrick is a member of the LPL Financial Research tactical asset allocation committee, responsible for directly impacting the portfolio decision-making process, as well as a member of the market insights team, developing and articulating equity and general market strategy. In this role, he is a frequent presenter to clients, industry peers, and the national media on emerging and developing market trends.

Prior to joining LPL Financial, Mr. Detrick was building his market knowledge and solid analytical skills. He was a senior portfolio manager at Haberer Registered Investment Advisor (RIA), managing sector asset allocation and strategy for high-net-worth client portfolios. Earlier in his career, he spent over a decade at Schaeffer’s Investment Research. His research and market analysis utilized technical, fundamental, and sentiment methodologies, with a focus on market expectations and advanced options strategies. During his tenure there he was the company’s primary spokesperson and was widely quoted in national media outlets, including appearances on business television and radio programs such as CNBC, Bloomberg TV, and Fox Business.

Mr. Detrick earned his Chartered Market Technician (CMT) designation, a BS in finance from Xavier University, and an MBA from Miami University. He also holds his FINRA Series 7 and 66 through LPL Financial. 

Burt White and Ryan Detrick are not affiliated with Summit Retirement Partners.

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SUMMIT RETIREMENT PARTNERS

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