Madeleine Underwood is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She previously worked at Woodbury Financial Services and Fidelity Brokerage Services. 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 advisors. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Patrick Cloutier is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He previously worked at Woodbury Financial Services Inc. for five years before joining LPL Financial in 2020. Cloutier has an LLC established for group health insurance purposes. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Ryan Neal is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at MML Investors Services, MassMutual, and Northwestern Mutual, where he held roles in both insurance and investment management. Neal serves as an alderman on the Van Alstyne City Council. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven solutions.

James Curry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, and Northwestern Mutual in wealth management and investment management capacities. Outside of his advisory work, he is the owner of James Paul Curry and Co LLC, a business entity established for tax and investment purposes. 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 advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.