LPL Financial announced that advisors Conley Thornhill, Doug Rathbun, and Nikki Rathbun joined Linsco by LPL Financial to launch Paxara Wealth Partners with approximately $330 million in advisory, brokerage, and retirement plan assets.
The team transitioned from UBS and is based in Winter Haven, Florida, serving a national client base that includes business owners, physicians, executives, and retirees.
Paxara Wealth Partners said its advisory model focuses on personalized, team-based wealth management and long-term financial planning for clients navigating complex financial situations, including business ownership, retirement planning, and multigenerational wealth management.
The firm’s founder and lead advisor, Conley Thornhill, has been recognized as a Forbes Best-In-State Wealth Advisor for five consecutive years from 2020 through 2025.
The broader Paxara Wealth Partners team also includes Joseph Kolad, Kelly Castle, and Ashley Aycock.
According to the firm, the decision to join LPL followed an extensive due diligence process focused on technology capabilities, advisor independence, and access to resources without proprietary product constraints.
The team said LPL’s platform provides flexibility across client services, planning collaboration, and lending solutions while supporting independent advisory operations.
LPL Financial supports more than 32,000 financial advisors and approximately 1,100 financial institutions, overseeing roughly $2.3 trillion in brokerage and advisory assets.
KEY QUOTES:
“We’ve always taken a deeply personal approach, treating every client like family to ensure a high level of care. Many of our relationships span decades, and today we’re proud to work with second- and third-generation clients who continue to trust us with their financial lives.”
Conley Thornhill, Founder And Lead Advisor, Paxara Wealth Partners
“On a personal level, I’m especially passionate about supporting women through pivotal moments like divorce or widowhood. During those times, it’s not just about financial guidance – it’s about listening, simplifying the process and providing reassurance when clients need it most.”
Nikki Rathbun, Vice President And Financial Advisor, Paxara Wealth Partners
“Clients value our strategic, individualized approach that’s grounded in disciplined planning and decades of experience. Ultimately, our role is to bring clarity and confidence to important decisions, helping families protect what they’ve built and plan thoughtfully for what comes next.”
Doug Rathbun, Vice President And Financial Advisor, Paxara Wealth Partners
“Our move to LPL was driven by a desire for better technology, greater independence and the freedom to serve our clients fully and objectively. LPL allows us to elevate the client experience, collaborate more effectively and advocate for clients across areas like lending – without being limited to a single provider.”
Doug Rathbun, Vice President And Financial Advisor, Paxara Wealth Partners
“We are proud to welcome Paxara Wealth Partners to LPL. Their commitment to personalized, relationship-driven advice aligns with LPL’s purpose to empower advisors with the technology, flexibility and support they need to deliver meaningful outcomes for their clients.”
Marc Cohen, Chief Growth Officer, LPL Financial
