Rosalynd Shaw is a financial advisor at LPL Financial with five years of industry experience. She previously worked for Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company from 2021 to 2026, and earlier at Gallagher Bassett from 2016 to 2021. She holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Nicholas Reynolds is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics, including investing, retirement planning, and preparing for unexpected expenses. Additionally, Nicholas offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Nicholas's expertise includes helping clients manage competing financial demands such as home purchases, college savings, eldercare, and healthcare planning. As a Personal Investment Advisor (PIA), he collaborates one-on-one with clients to define their objectives and select portfolio strategies tailored to their needs, providing ongoing advice and adjustments as circumstances evolve. He holds a bachelor's degree from Texas A&M University System.

Paul Schreier is a CFP® and ChFC® with seven years of industry experience. He is currently with LPL Financial and previously worked at Northwestern Mutual in various wealth management and investment roles for seven years. Schreier also spent five years at InvenSense before entering the financial advisory field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.