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David S

Series 63, Series 66

Dallas, TX

LPL Financial

David Strandin is a financial advisor at LPL Financial in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at BOK Financial Securities, Morgan Stanley, and First Command Brokerage Services. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Randall P

Series 63, Series 65

Dallas, TX

LPL Financial

Randall Pickett is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His prior positions include roles at Oppenheimer, Stanford Group Company, BNY Investment Center, Pershing LLC, and Lockwood Financial Services. Outside of his advisory work, he is involved in managing a family cattle grazing and pasture lease business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and leveraging technology for operational support.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael G

Series 63, Series 65

Dallas, TX

LPL Financial

Michael Gavett is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior firms include B.Riley Wealth Management, Fiduciary Financial Services of the Southwest, and View Capital RIA. Additionally, he serves in a fiduciary capacity for La Buena Vida Trust. 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 range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $800 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael C

Series 66

Dallas, TX

LPL Financial

Michael Carroll is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at Pegasus Foods for seven years and Dal-Tile for three years. 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 range of financial planning and investment management services through a network of investment adviser representatives, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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