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LPL Financial Welcomes Sound Foundation Wealth Advisors

  • Sound Foundation Wealth Advisors, a nationwide firm headquartered in Boise, Idaho, has joined LPL Financial's broker-dealer and Registered Investment Advisor platforms from Cambridge Investment Research Advisors.
  • The team reported serving approximately $700 million in advisory, brokerage, & retirement plan assets as of the end of 2025.
  • The firm was founded in 2018 by Nathan Downs & Cory Thomas to create an intentional structure for serving clients & supporting advisors.
  • The practice includes wealth advisors Seth Church, Cameron Church, Caleb Whalen, Kason Wedel, Dustin Olson, & Cory McLeaf, supported by a team of operations professionals.
  • Sound Foundation specializes in serving technology, healthcare, higher education professionals, & business owners through individualized financial planning rather than predetermined investment models.
  • The advisors selected LPL due to its investment in technology, systems, & its ability to adapt alongside the firm's evolving needs.
  • LPL Financial's chief growth officer Marc Cohen welcomed the team, noting their commitment to both advisors & clients.
  • LPL Financial is a leader in the financial advisor-mediated marketplace supporting over 32,000 financial advisors & servicing approximately $2.6 trillion in assets.
Company
LPL Financial Holdings, Inc.
Keywords
Nasdaq:LPLA, LPL Financial Holdings, Inc.