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Barbara S

Series 66

San Mateo, CA

LPL Financial

Barbara Sabol Rosasco is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has worked at LPL Financial since 2019 and has prior experience with various insurance carriers, Waddell and Reed, and Peninsula Connections. Outside of her advisory role, she manages Kasumisou Gallery, an online business selling products on eBay. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Leonidas (Leo) M

CFP®, Series 63, Series 65

San Mateo, CA

LPL Financial

Leonidas (Leo) Maheras is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Prior to joining LPL, he worked at Merrill for seven years and Morgan Stanley for two years. He is also involved with Maheras Wealth Management, a business focusing on fixed annuities and life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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