Jess Newman is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, Newman worked at BMO Harris Bank, UBS Financial Services, and US Trust. Outside of his advisory work, Newman is the owner of TALLFINGERS LLC, a business unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered adviser providing a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Michael Mills is a financial advisor at LPL Financial in Dallas, TX, holding Series 65 and Series 63 licenses. He has experience at Morgan Stanley Private Bank and NOVEM Lending prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.