Douglas Meuth is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Georgina Rosal is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. She was previously with Lincoln Financial Advisors Corporation for 26 years before joining LPL Financial in 2024. In addition to her advisory role, she is involved with Rosal Davie & Associates LLP, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios and research from both internal and external sources.

Robert Diaz Arrastia is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Advisors and First Service Residential. His background also includes roles outside finance, such as service positions at Wolfgang Puck Bar & Grill and Café Piquet, and participation in the United States Navy Officer Candidate School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jacqueline Davie is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Lincoln Financial Advisors for 23 years before joining LPL Financial in 2024. Outside of her advisory role, she is involved in selling health and life insurance products and operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources and incorporating both discretionary and non-discretionary management.

Ellen Mallay is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 license and bringing 30 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 28 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by both proprietary and third-party research and employs technologies such as machine learning in portfolio management.