Felix Gutierrez is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, BBVA Wealth Solutions, and COMPASS Bank. He is also involved with University Federal Credit Union through investment product and service offerings affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Logan Lepe is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2025. Prior to this, he was with Cuso Financial Services, LP for 12 years and has been involved with University Federal Credit Union since 2016. 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 and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.