Brian Standefer is a financial advisor with LPL Financial in Houston, TX, holding the CFP® designation and Series 66 license. He has 18 years of industry experience and has been with LPL Financial since 2007. Outside of his advisory role, he acts as a public notary and sells long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

Tamra Gann Curry is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with LPL Financial since 2005. In addition to advising, she is involved in the sales of Medicare-related insurance products, including Medicare supplements and prescription drug plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to provide both discretionary and non-discretionary management options.

Corey Fanning is a financial advisor at LPL Financial based in Houston, TX, holding a Series 66 credential. He has been in the industry since 2026, previously working at Texas First Bank and several other firms and companies in various roles. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.