Christopher C. Soulios, CFP®, CSRIC™
Founder, LPL Financial Advisor
Chris partners with his clients to form authentic relationships that are designed to yield impactful financial planning and investment results.
Richard Linsday, APMA, ChFC, AEP, CLU
LPL Financial Advisor
Rich helps families and business owners think about wealth from a new perspective called, "Life Planning.” Life Planning integrates and molds together, not just the numbers-based analyses, but also the personal concerns of...
Jerome Aron
Wealth Manager
Jerome has been working as a Financial Advisor since earning his Bachelor's Degree in Business Administration from San Jose State University in 2006. He currently holds a Series 7, Series 63, Series 65, and Life and Health Insurance...
Denny Hooten, MBA, APMA®
Financial Advisor, Finance Professor
Denny combines his experience in healthcare finance with his knowledge and background in economics to help families prepare for the unexpected and create a clear path to financial independence. Denny has spent most of his career...
Mike Toomey
LPL Financial Advisor
Mike has been providing financial and wealth management advice to his clients since 1991. He provides individuals, families and small businesses with education and guidance in wealth management. Mike advises clients in the areas of...