Derek Histen is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Charles Schwab for five years and has a background in education. Outside of his advisory role, he is involved as the owner of Montana Harmony LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a broad range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management strategies supported by research and model portfolios.

Guy Rodgers is a financial advisor with LPL Financial based in Mansfield, TX, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he spent five years at Wells Fargo Advisors. In addition to his advisory role, Rodgers is also a licensed attorney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, supported by research and model portfolios from various sources.