Allentown, PA — May 5, 2026 – Emilio “Jack” Morrone, an independent LPL Financial advisor in Allentown, PA, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Morrone, Principal and Co-Founder of One Financial Services was recognized as the No. 33 advisor in Pennsylvania.
The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.
“We are thrilled to extend our heartfelt congratulations to Jack for the well-deserved recognition from Forbes, on behalf of the entire team at LPL,” said Peter Vincent, LPL’s executive vice president and head of field management. “This award showcases his dedicated efforts in guiding his clients towards financial success, especially during times of economic uncertainty and global challenges. LPL remains steadfast in our commitment to supporting ambitious advisors like Jack, equipping them with robust investment solutions, advanced technology platforms, and extensive resources to provide unparalleled service and experiences for their clients.”
Jack has 40 years of experience in the financial services industry and provides a full range of financial services in retirement, estate, special needs, education, and taxation planning for individuals, families and business owners.
Morrone is a financial advisor affiliated with LPL Financial, a leading wealth management firm that supports financial advisors—whether they work as independent business owners, with an RIA firm or in a financial institution—so they take care of their clients and run a thriving business.
About One Financial Services
One Financial Services has a mission to help clients make informed life decisions that aim to positively impact the quality of their life and to plan for their financial independence. They offer financial strategies and advice delivered through personalized care and attention. The passion to help improve the quality of life of their clients motivates all their actions through their complete range of planning services in the areas of retirement, estate, special needs, education, and taxation planning.
They have offices in Allentown and Bethlehem, PA. Their Allentown office is located at 1605 N Cedar Crest Blvd., Suite 515. Their Bethlehem office is located at 3101 Emrick Blvd., Suite 217. Visit their website at www.onefinancialservices.com or call 610-437-3500 for more information.
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 1,200 financial institutions, servicing and custodying approximately $2.4 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 LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
LPL Financial, Forbes, Shook Research, and LPL Financial are all separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
Additional Disclosures Provided by SHOOK® Research, LLC. The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. Data as of June 30, 2025. Published by Forbes (April 2026). The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. SHOOK Research’s rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not indicative of future results. SHOOK Research’s rankings is for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor and SHOOK Research does not assume any liability for actions taken based on the rankings. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings, but awardees have the option to purchase rights to use the award logo or additional marketing packages to promote their award. For a full description of the methodology, please visit www.SHOOKresearch.com. SHOOK® is a registered trademark of SHOOK Research, LLC.
Out of 52,043 number of nominations, 11,302 U.S. advisors received this recognition.
