Joshua Palmer is a CFP® professional with 21 years of industry experience, currently an advisor at LPL Financial since 2024. He previously worked at Raymond James Financial Services and J.P. Morgan Securities. Outside of his advisory role, Palmer is also commissioned as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to diverse investment programs supported by proprietary research and third-party managers.

Albert Burns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Simmons Bank, Cuso Financial Services, Bb&T Securities, and Wells Fargo Advisors. 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 provides a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Paul Massey is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Raymond James Financial Services for 14 years and has operated his own firms, including Paul Massey & Associates Inc. and The Noble Group, both since 2010. Massey is also a notary and manages an insurance agency as part of his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to support discretionary and non-discretionary portfolio management.