Nicholas Lalonde is a CFP® professional with 12 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones and Raymond James Financial. 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, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Albert Morrow is a financial advisor with LPL Financial in Dallas, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his advisory role, he worked at Walmart for 11 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.