Jimmy Lee is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His background includes 26 years with Waddell & Reed, Inc. and various insurance carriers, as well as tax-related business activities such as operating JTL Tax Partners LLC. He is also a commissioned notary. LPL Financial is a nationwide SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Joseph Rosio is a financial advisor with LPL Financial based in Plano, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior experience includes roles at Waddell & Reed, HD Vest Insurance Agency, Avantax Advisory Services, and ongoing employment with the Department of Defense Defense Contract Management Agency. He is also the owner of J. Rosio Tax Services LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with discretionary and non-discretionary portfolio management options.

Mark Larimore is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he serves as a board member for PTOP Property Owners Association, Inc. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research from internal and third-party sources.

Teresa Watters is a Series 66 licensed financial advisor with 16 years of industry experience. She has worked at LPL Financial since 2020 and previously held positions at Jimmy Lee, Waddell & Reed, Inc., and various insurance carriers. In addition to her advisory work, she has involvement in mortgage and real estate services through Versolis Lending Group and O K A E Enterprises. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Christopher Mankoff is a CFP® with 16 years of industry experience, currently affiliated with LPL Financial in Plano, TX. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Waddell & Reed, and insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.