Sydney Dragon is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has prior experience at Fairwinds Credit Union and CUSO Financial Services. Additionally, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and third-party asset management, supported by tools such as machine learning for operational and research purposes.

Joshua Howell is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has been associated with LPL Financial since 2025 and has prior experience with Fairwinds Credit Union, CUSO Financial Services, LP, Equitable Life Insurance Company, and CA Ventures. Howell is also affiliated with the University of Florida, where he has been involved since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by advanced operational tools.

James Caldwell is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Fairwinds Credit Union and Raymond James & Associates. Caldwell is also involved with Creative Comp Solutions, an outside employment role unrelated to his primary advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing various investment approaches and advisor-support technologies, and oversees over $819 billion in discretionary assets with a network of more than 22,800 advisors.