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Christopher P

CFP®, Series 63, Series 65

Vero Beach, FL

LPL Financial

Christopher Parios is a CFP® professional associated with LPL Financial and has 37 years of experience in the financial industry. His career includes roles at IC Advisory Services, Inc., The Investment Center Inc., FSC Securities Corporation, Lighthouse Wealth Management, and his own firm, Parios Associates, Inc. He maintains involvement with Parios Associates, Inc. as a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 66

Vero Beach, FL

LPL Financial

Douglas Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at LPL Financial since 2020, following roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Banc of America Investment Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of more than 22,800 investment adviser representatives.

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

Series 63, Series 65, Series 66

Vero Beach, FL

LPL Financial

Dean Phillips is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Merrill, Bank of America, Van Kampen Advisors, and Invesco. Outside of advising, he is involved with Comp Air Aviation, Inc., a company focused on aircraft manufacturing sales and marketing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by machine-learning tools for operational and research purposes.

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

Series 63, Series 66

Vero Beach, FL

LPL Financial

Maurice Schaefer is a financial advisor with LPL Financial in Vero Beach, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Securities, TIAA-CREF, and Fifth Third Securities. Outside his advisory work, he is associated with John Schaefer and Associates, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms, supported by technology-driven operational tools.

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

Series 66

Vero Beach, FL

LPL Financial

Cole Gillespie is a financial advisor at LPL Financial holding a Series 66 designation with six years of industry experience. His professional background includes roles with multiple Major League Baseball organizations and Oregon State University prior to joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutional clients. The firm offers financial planning, model portfolio programs, and access to third-party asset management, supported by a broad platform that includes machine-learning tools used for research and operational purposes.

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

Series 63, Series 66

Vero Beach, FL

LPL Financial

Christopher Downey is a financial advisor with LPL Financial in Vero Beach, FL. He holds Series 63 and Series 66 licenses and has 44 years of industry experience, including 37 years with LPL Financial. He is also involved in a family partnership focused on saving for college education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, using both proprietary and third-party strategies, supported by technology and a broad 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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William C

ChFC®, Series 63

Vero Beach, FL

LPL Financial

William Christie is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 56 years of industry experience. He has been associated with William J. Christie Associates, Inc. since 1973 and W.J. Christie International Planning Corp since 1972, alongside prior roles at Ic Advisory Services Inc and The Investment Center Inc. Christie serves as a board member of a nonprofit condominium association and is involved with a family foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a broad suite of non-advisory financial products.

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