Gary Ellis
Client Service Associate
Gary Ellis has spent the past three years in financial services, bringing a client-focused approach built on responsiveness, active listening, and collaboration. Licensed with Series 7, 9, 10, and 65 credentials, he enjoys building...
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Todd Doleshal, CFP®, ChFC®, CLU®, CEPA®, AIF®
Financial Advisor
Todd.Doleshal@lplfinancial.com
Todd founded Elevated Retirement Solutions in 2023 to solve the small business owner need for someone who understands their unique circumstances and the financial complexities they face. He is passionate about partnering with clients...