Trisha Howse is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. Her prior experience includes roles at Uvest Financial Services Group and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing various investment strategies and operational tools.

Francisco Cossio Franco is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked with Unionbanc Investment Services and Union Bank. Outside of his advisory role, he is involved in ride-sharing and auto leasing, as well as providing notary public services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by operational tools such as machine learning.