David Smith is a Certified Financial Planner (CFP®) with 24 years of industry experience. He currently works with LPL Financial and previously served at SPC, Sigma Financial Corporation, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 participant-level retirement advice, supporting a large network of investment adviser representatives with access to diverse investment strategies and operational tools.

Johnny Morrison is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Sigma Financial Corporation, SPC, American United Life, OneAmerica Securities, MML Investors Services, Mass Mutual Life Insurance Company, Chase Investment Services Corp., and Edward Jones. He also serves as a co-trustee of the Kirk J. and Oleta Morrison Irrevocable Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Robert Stephens is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise, Wells Fargo Clearing, and Sigma Planning Corporation. Outside of his advisory work, he is also a musician performing in a band. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of over 22,800 advisors.

Terence Keratsopoulos is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including SPC, Sigma Financial Corporation, Ameriprise, and Choreo, LLC. He is also involved with Upstream Investment Partners in an investment-related capacity. 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 portfolio programs, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.