Sound Foundation Wealth Advisors Leaves Cambridge to Join LPL Financial in Boise, Idaho

BOISE, ID: Winthrop & Co. is proud to formally announce that Sound Foundation Wealth Advisors, a nationwide team headquartered in Boise, Idaho, has moved from Cambridge Investment Research Advisors to LPL Financial's broker-dealer and RIA platforms. The team joined LPL on October 30, 2026, and reported serving approximately $700 million in advisory, brokerage and retirement plan assets.

Sound Foundation was founded by financial advisors Nathan Downs and Cory Thomas, and the practice traces its beginnings to 2018, when the two came together. They lead a team that includes wealth advisors Seth Church, Cameron Church, Caleb Whalen, Kason Wedel, Dustin Olson and Cory McCleaf. The team is supported by Jenny Louvier, Stephanie Boetjer, Courtney Garrett, Cathy Nonemaker, Madi Sandvik and Deanna Koehler.

The team serves clients across the country, with particular experience serving technology, healthcare and higher-education professionals and business owners. Its work begins with each household's financial plan, and the investment approach is built from that plan.

Winthrop & Co. worked with the Sound Foundation team through their evaluation and transition, from the initial confidential conversation through their first day at LPL. As with every placement, the process was run quietly and on their timeline.

Winthrop & Co. is an independent consulting and advisor placement firm serving financial advisors nationwide. We work on the advisor's side of the business decision across wirehouse, regional, independent broker-dealer, and RIA channels, alongside the advisor's own attorney, and the advisor never pays our fee. Advisors exploring their options can request an introduction in complete confidence.