Steven Phan is a CFP® and holds the Series 66 designation. He is affiliated with LPL Financial and has been active in the financial industry since 2024. His work experience includes roles at Skyward Financial, LLC, Centric Wealth, and academic positions at Rice University and the University of Houston. 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 and access to model portfolios, combining large-scale non-advisory financial activities with oversight of more than $819 billion in discretionary assets.

Thomas Stripling is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at Wedbush Securities, B. Riley, and has held roles with the Toronto Blue Jays and LA Dodgers. Outside of his advisory work, he is involved in business ventures including ownership of a baseball facility and a pet-related business, and serves on the former players council for the MLB Players Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives and a broad suite of operational tools.

Michael Hamilton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at several firms including Wedbush Securities, B. Riley Wealth Advisors, B. Riley Wealth Management, and Morgan Keegan & Company. Hamilton is also involved in SKYWARD FINANCIAL LLC, a business entity related to his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms alongside extensive non-advisory financial activities.

Valencia Linton is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Wedbush Securities, PNC Bank (following its acquisition of BBVA), BBVA Securities Inc., and Compass Bank. 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 financial planning and advisory services, leveraging a broad platform that includes model portfolios, third-party asset management, and institutional solutions.