Amy Legate is a CFP® with 22 years of experience in financial advisory services. She is currently with LPL Financial, where she has worked since 2023, and previously held roles at Ameriprise Financial Services and 360 Wealth Management. She is also a commissioned notary in the state of Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Lawrence Silverman is a CFP® with 35 years of industry experience, currently serving with LPL Financial. He has held roles at LPL Financial since 2013, with additional experience at Ameriprise Financial Services, Inc. and 360 Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various portfolio management options.

Nicholas Carnero is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. Before joining LPL Financial, he worked at Cox Financial Group and spent several years in educational roles at Texas Tech University and Monahans High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.