Charles De Voe is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Steward Partners Investment Solutions, Raymond James Financial Services, Bank of America, and Merrill Lynch. He is also involved with Devoe Financial Consulting PLLC, a business entity established for tax and investment purposes. 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 and brokerage 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.

Albert Gonzalez is a financial advisor with LPL Financial in Dripping Springs, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Waddell & Reed, TD Ameritrade, and involvement with the Boston University Alumni Council. Outside of his advisory work, he is affiliated with J29 Associates and Modern Life, focusing on non-variable insurance and related services. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with access to model portfolios, third‑party asset managers, and institutional platforms, while also providing non‑advisory financial products and operational tools.