San Francisco Financial Planner, San Francisco Financial Advisor

Boston, Massachusetts - March 1, 2007 -- LPL Financial Services, the nations leading independent brokerage firm, announced a definitive agreement to purchase Mutual Service Corporation. LPL’s success has been built through an unwavering commitment to our financial advisors and a relentless focus on providing them with an outstanding platform of investment products and services, which enables them to render, independent investment counsel to their more than 2.5 million client accounts.

“We are delighted to welcome the employees and financial advisors of Mutual Service to our organization. They clearly share LPL’s commitment to providing financial advisors with access to high quality products and support services,” said Bill Dwyer, President LPL Independent Advisor Services. “We are confident that the financial advisors of Mutual Service will benefit from our historic focus on independent, unaligned financial advice, as reflected in the non-proprietary products and services that we provide, as well as our fully independent, industry-leading research resources.”

“We are thrilled to have a new strategic partner in LPL,” said Rafael Velez, Managing Director of Summit Financial Advisors. “Our clients will continue to enjoy our personalized, independent advice. At the same time, they will benefit from the stability of the largest independent brokerage firm in the country. There is no better combination of people, technology and client services available in our industry than LPL.”

About:

Summit Financial Advisors, LLC is a SEC Registered Investment Adviser providing private account and wealth management services to clients in Northern California and across the country. Founded in 1998, the firm combines a total wealth management approach to financial planning strategies with a disciplined asset management program. Customized financial planning strategies and investment portfolios are constructed to each client’s unique situation. With offices in San Mateo, California and Portland, Oregon, Summit Financial Advisors manages over $400 million in assets.

Linsco/Private Ledger Corp. (LPL) is committed to providing its financial advisors with the tools they need to offer the highest quality of independent investment advice. LPL has ranked first among independent broker/dealers for 11 consecutive years by Financial Planning Magazine (June 1996-2006, based on revenues). With over 1,700 staff members headquartered in Charlotte, Boston and San Diego, LPL offers non-proprietary investment products, unbiased research and wealth management services to retail clients and the clients of its 400 financial institutions through more than 7,700 advisors nationwide. LPL financial advisors manage assets totaling more than $160 billion for their clients. For additional information about LPL Financial Services, visit www.lpl.com .

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