Patrick Foy is a CFP® professional with 35 years of experience in the financial industry. He currently advises clients through LPL Financial, where he has worked since 2019. Prior to that, he spent 10 years at Raymond James Financial and has operated the Patrick Foy Financial Group since 2008. He is also a public notary. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, access to model portfolios and research, as well as a variety of institutional and participant advice programs.

David Arlott is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory role, he is an agent with NexAnnuity, an insurance-related business. 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 representatives. The firm offers a range of advisory programs and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from internal and third-party sources.

Martha Oneill is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. She previously spent 37 years with Allen Associates / The Guardian Life before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

April Richardson is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she is also a business owner selling her own paintings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.