Patrick Foy is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following a decade at Raymond James Financial. In addition to his advisory role, he serves as CEO of Patrick Foy Financial Group and is a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

David Arlott is a financial advisor at LPL Financial in Houston, TX, holding a Series 66 designation with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and BBVA Compass Investment Solutions. Arlott is also an agent for Ohio State Life Insurance Co. through NexAnnuity. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with investment strategies that utilize research, model portfolios, and customized approaches.

Martha Oneill is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and having 43 years of industry experience. She worked for Allen Associates / The Guardian Life for 37 years before joining LPL Financial in 2021. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a range of strategic and tactical investment options supported by advisor-facing research tools.

April Richardson is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 credential and previously worked at Edward Jones for five years before joining LPL Financial in 2012. Outside of her advisory work, she is a business owner who sells her paintings. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.