Mark Heck is a financial advisor at LPL Financial in Frisco, TX, holding a Series 66 designation with 24 years of industry experience. His career includes prior roles at SCF Investment Advisors, Advisor Resource Council, and Valic Financial Advisors. Outside of advisory work, he is involved with Dallas Financial Wholesalers, focusing on non-variable insurance. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Leslie Rosenblatt is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior roles include positions at SCF Securities, SCF Investment Advisors, TFR Advisors LLP, Mass Mutual Investors Services, Equitable Advisors, and Valic Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kyle Gardner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2025, he worked at SCF Investment Advisors, SCF Securities, TFR Advisors LLP, and Mass Mutual Investors Services. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kory Morawietz is a financial advisor at LPL Financial with three years of industry experience. His prior roles include positions at SWMG, LLC and Verus Wealth Advisors. 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 range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting client strategies with research and advisor tools.

Jesse Perry is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Fisher Investments, T. Rowe Price, and several other financial firms over the past decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers multiple investment solutions, including financial planning, model portfolio programs, and third-party asset management, supported by a range of operational tools and oversight of over $819 billion in discretionary assets.

Matthew Haile is a financial advisor at LPL Financial with Series 66 credentials and 10 years of industry experience. His prior roles include positions at SCF Securities, Northwestern Mutual Wealth Management Company, and First Allied Securities. Outside of advising, he manages a home-based business entity for tax and investment purposes. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.