Virgilio Rodriguez III is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2022. Prior to that, he held roles at PNC Bank, BBVA Compass Insurance Agency, BBVA Securities, and COMPASS Bank. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and multiple investment delivery options.

Westlee Appleton is a financial advisor with Primerica Advisors in Eagle Pass, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at PFS Investments Inc. since 2012 and has been affiliated with Primerica Financial Services since 2001. Outside of his advisory role, he is the owner of Rio Grande Photography. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on a range of strategic investment models.