David Mc Elroy is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and over 23 years of industry experience. His prior roles include positions at Principal Securities Inc., The Leaders Group Inc., Wealthvest, Anico Financial Services, and American National Insurance Company. Outside of his advisory work, he is the owner of DL MAC Investments, LLC, a business entity established for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a combination of proprietary research, third-party subadvisors, and customized strategies.

Adolfo Sotomayor is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63, 65, and 66 designations. His prior roles include positions at First Things First Financial Planning, Cortrust Bank, Raymond James Financial Services, and TD Ameritrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and advisor support tools.