William Floyd is a financial advisor with LPL Financial in Dallas, TX, holding Series 65 and Series 66 licenses and three years of industry experience. His prior work history includes roles at Texas Capital Bank, Wedbush Securities, and First Horizon Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Rebecca Hern is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her prior roles include positions at Wedbush Securities, Bank of America, Merrill, WesBanco, and PNC. Outside of her advisory work, she serves as executor of a family estate. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party subadvisors.

Stephen Coker Sr. is a financial advisor with LPL Financial, holding a Series 66 credential and over 20 years of industry experience. His prior roles include positions at First Horizon, BBVA Securities Inc., and COMPASS Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, including model portfolios, retirement plan consulting, and participant advice programs.

Haylee Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. She has held prior roles at First Horizon Advisors, PNC Bank, BBVA, and East West Bank. In addition to her advisory work, Edwards serves as a Senior Vice President and Senior Relationship Manager at First Horizon Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a broad network of representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.