John Classe is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Frisco, TX, where he has worked since 2009. He holds Series 63 and Series 65 licenses and has been involved in the sale of fixed insurance products alongside his advisory role. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Richard Middleton II is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research.

Roger Bell is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates a non-variable insurance business under Bell Financial Group and is a licensed notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and research-driven portfolio management through a network of investment adviser representatives.

Brian Bell is a CFP® professional with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2009. He holds Series 63 and Series 65 licenses and is based in Frisco, TX. Outside of his advisory work, he coaches youth soccer for FC Dallas Youth and the North Texas State Soccer Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 proprietary and third-party research.