Business UpdateMay 7, 2026, 08:57 AM
LPL Financial Adds Paxara Wealth Partners with $330M in Assets
AI Summary
LPL Financial announced that financial advisors Conley Thornhill, Doug Rathbun, and Nikki Rathbun have joined Linsco by LPL Financial to launch Paxara Wealth Partners. The team, previously with UBS, brings approximately $330 million in advisory, brokerage, and retirement plan assets. Based in Winter Haven, Fla., Paxara Wealth Partners serves a national client base and chose LPL for its technology, independence, and resources to enhance client service.
Key Highlights
- LPL Financial welcomed Paxara Wealth Partners, a team of financial advisors, to its Linsco platform.
- The team, previously with UBS, reported serving approximately $330 million in advisory, brokerage, and retirement plan assets.
- Paxara Wealth Partners is led by Conley Thornhill, CFP, CIMA, Doug Rathbun, and Nikki Rathbun.
- The firm is based outside of Tampa in Winter Haven, Fla., serving a national client base.
- The team chose LPL for its advanced technology, advisor independence, and breadth of resources.
- Conley Thornhill has been recognized as a Forbes Best-In-State Wealth Advisor for five consecutive years (2020 2025).