John Classe is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation and American General Securities Incorporated. He is involved in the sale of fixed insurance products as part of his professional activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, third-party asset management, model portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

Richard Middleton II is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Roger Bell is a financial advisor with LPL Financial based in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at American General Securities Incorporated and Mutual Service Corporation before joining LPL Financial in 2009. In addition to his advisory work, he operates a non-variable insurance planning practice under Bell Financial Group and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

Brian Bell is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2009. His prior experience includes roles at Mutual Service Corporation and American General Securities Incorporated. Outside of his advisory work, Bell is involved as a coach with FC Dallas Youth and the North Texas State Soccer Association. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.