Paul Neves is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 36 years of industry experience. His career includes long-term roles at Financial Strategies And Insurance Inc and Securities America Advisors Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Bryce Porter is a CFP®-certified financial advisor with 11 years of industry experience. He has worked at LPL Financial since 2016 and is also associated with DB Wealth Management Group, LLC, where he has been involved since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios, research, and various technology-driven strategies.

Aaron Montez is a CFP®-certified financial advisor at LPL Financial with 26 years of industry experience. He worked at Lincoln Financial Advisors Corporation for nine years before joining LPL Financial in 2023. Montez is involved in several non-investment business entities for tax and investment purposes. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Darrin Santos is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 33 years of industry experience. He previously worked at Financial Strategies, Inc., Stj And Company Inc, and Securities America Advisors Inc, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.