David Morales is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at BMO Harris Financial Advisors and Merrill. Morales is also the owner of Mila Mores Group, Inc., a business unrelated to investment advisory. 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 financial planning and investment management services supported by proprietary and third-party strategies across various asset classes.

Russell Fratto is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His work history includes roles at BMO Bank NA since 2018 and BMO Harris Bank NA from 2009 to 2018. 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 financial planning and investment services, utilizing a combination of proprietary research, third-party subadvisors, and technology-driven tools across extensive advisory and non-advisory platforms.