Harry Grant is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL in 2020, he worked with Waddell & Reed and various insurance carriers, and has experience in tax preparation and nonprofit board leadership through his role with the American Club Association. He also has a background in entrepreneurial ventures including janitorial and pest control 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Vincent Montenegro is a CFP®-certified financial advisor with LPL Financial in Dallas, TX, bringing 18 years of industry experience. His prior experience includes roles at Waddell & Reed, Ameriprise, and various insurance agencies. He has also been actively involved with the Farmers Branch Chamber of Commerce since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 extensive operational tools and a large network of advisors.