Daniel Bruza is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He previously worked at Invest Financial Corporation for nine years before joining LPL Financial in 2018. His business activities include operating Bruza Wealth Management and involvement with Livingston Financial Group, both related to his advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Norman Brown is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. for 12 years and has operated Brown Financial Group since 2008. In addition to his advisory work, he is involved in selling fixed and health insurance products. 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, model portfolios, and retirement plan consulting.

Dylan Favre is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior roles include working at Gregory Ricks & Associates and involvement with the American Medical Student Association. 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, offering financial planning, advisory programs, and retirement plan consulting.

Homer Minshew III is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, through a national network of representatives offering various advisory programs and financial planning services.

Rodolfo Zamora is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He joined LPL Financial in 2018 after two years at INVEST Financial Corporation. Outside of advisory services, he is the owner of Ben Zamora LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, supported by research from LPL and third-party subadvisors.