Frank Phillips III is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at WileyBros Aintree Capital LLC, Raymond James & Associates, Inc., and Arthur J. Gallagher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting with access to model portfolios and research from multiple sources.

William Phillips is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He worked at Wiley Bros Aintree Capital LLC for 19 years before joining LPL Financial in 2025. Outside of his advisory role, he is the owner-trustee of Triple 7 Farm Trust in Nashville, Tennessee. 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 a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with various discretionary and non-discretionary management options and access to proprietary and third-party research.