Caroline Pezzano is a financial advisor with LPL Financial in Lakeway, TX, holding a Series 66 designation and 16 years of industry experience. She has been with LPL Financial since 2012 and previously worked at Wells Fargo Clearing from 2010 to 2012. She is also involved with Pezzano Investment Management LLC, an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of advisors and advanced operational tools.

Nicholas Philbeck is a CFP® with nine years of industry experience, currently affiliated with LPL Financial. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, he owns Philbeck's Boating Company, a boat detailing business in Lago Vista, TX. 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 portfolio management solutions, utilizing both proprietary and third-party strategies.

Joel Pezzano is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2008. Prior to that, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Pezzano also manages Pezzano Investment Management LLC as a side business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Julie Leggett is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 24 years of industry experience. Her prior roles include positions at Kestra Financial Services, Kestra Investment Services, and Charles Schwab. 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 a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.