Warner Williams is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, previously serving at Invest Financial Corporation and Stone, Houston & Associates. Williams is also involved with Midland Insurance, focusing on non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research from LPL Research to support diversified investment strategies.

Patrick Beauchamp is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Southern Farm Bureau Life Insurance Company and INVEST Financial Corp. Since 2026, he also provides investment advisory services through Gladstone Institutional Advisory, an independent firm separate from LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.