James Mccormick is a financial advisor with LPL Financial based in Shreveport, LA, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Invest Financial Corporation and Morgan Keegan & Company, LLC. He is also involved with McCormick Advisory Solutions LLC, a firm related to his investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of advisors and various operational tools.

Karen Lemmons Silva is a CFP® professional with 31 years of industry experience. She is currently with LPL Financial and has prior experience at SagePoint Financial, Morgan Stanley, and Merrill. Outside of her advisory work, she teaches yoga at Club4Fitness in Shreveport, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing various portfolio strategies and advisor-support tools.