Mark Heck is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. His career includes multiple tenures at LPL Financial and roles at SCF Investment Advisors, SCF Securities, and Advisor Resource Council. He is involved in non-variable insurance wholesaling through Dallas Financial Wholesalers. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Leslie Rosenblatt is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at SCF Securities, Inc. and SCF Investment Advisors, Inc. Rosenblatt is involved with Tennyson Management Company in a non-investment capacity. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kyle Gardner is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. for 11 years. Gardner's outside activities include multiple advisory and insurance-related roles with various financial entities. 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 financial planning and advisory programs with discretionary and non-discretionary management, supported by research and technology solutions.

Kory Morawietz is a financial advisor with LPL Financial in Frisco, TX, holding three years of industry experience. His prior roles include positions at SWMG, LLC and Verus Wealth Advisors. 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 representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and multiple management strategies.

Matthew Haile is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL in 2025, he worked at several firms including SCF Securities, Northwestern Mutual, and First Allied Securities. Outside of advising, he operates Matt Haile Financial, LLC, a business entity for tax and investment purposes. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from LPL Research and third-party subadvisors.