Mark Lawrence is a financial advisor with LPL Financial based in Houston, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as a director of The Mark and Tonya Lawrence Family Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Joseph Bassett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His prior positions include roles at Brighthouse Financial, Allianz Life Insurance Company of North America, Cetera Advisors, and McKinney Capital Management. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Pat Patterson is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include over two decades at Edward Jones and Walnut Street Securities. Outside of advising, he owns and operates a storefront ice and water vending machine business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Steiner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at LPL Financial in Houston, TX since 2017. Prior to joining LPL Financial, he worked with various insurance carriers and Waddell & Reed, Inc. from 2010 to 2017. 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 financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

James Forsyth Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2017, following 16 years at Edward Jones. Forsyth is also involved with Sterling Portfolio Managers LLC, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including both discretionary and non-discretionary management supported by research and model portfolios.

David Forsyth is a financial advisor with LPL Financial based in Houston, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory role, he spent time working in collegiate recreational sports administration and education at Texas A&M and Tomball ISD. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial services supported by internal and third-party research, offering both discretionary and non-discretionary portfolio management options.