Trammell Cooper is a CFP® professional with 17 years of industry experience, currently serving as an advisor at LPL Financial since 2020. He previously worked at USAA Investment Management Company and USAA Financial Planning Services from 2008 to 2020. Cooper maintains a home-based business entity for tax purposes unrelated to his investment advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Max Rodriguez is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at USAA Financial Advisors and related entities from 2007 to 2018. Rodriguez operates Genesis Wealth Management, an affiliated business connected to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Youree Mc Bride Jr. is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors, as well as involvement with River City Repertory Theatre. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.