Sidney Lorio Jr. is a CFP®-designated financial advisor with LPL Financial, where he has worked since 1994, totaling 44 years of industry experience. He operates in Bedford, TX, and maintains a 401(k) education business under the name 401(K) University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies.

Steven Lorio is a financial advisor with LPL Financial in Bedford, TX, holding a Series 66 registration and 22 years of industry experience. He has worked at LPL Financial since 2007, following previous roles at Fidelity and Ameriprise. Outside of his advisory work, he is the owner of Lorio Arms Dealers, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various technology tools.