Trace Dennis is a financial advisor with LPL Financial in Wylie, TX, holding a Series 66 license and with 11 years of industry experience. He has worked at LPL Financial since 2015 and also operates the Jal Dennis Group. Outside of advising, he is a notary and is involved with Dennis Research LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, and institutions through a large network of representatives. The firm offers diverse investment programs and advisory platforms, combining scale with a broad range of financial services beyond traditional investment management.

Demond Dawkins is a financial advisor with LPL Financial in Wylie, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at J.P. Morgan Chase from 2013 to 2017 before joining LPL Financial. Dawkins serves as a board member for the Wylie Economic Development Corp and is employed part-time at Macedonia Missionary Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, various portfolio programs, and institutional platforms, employing a range of investment strategies supported by operational research tools.

Julia Thorman is a CFP® professional with 36 years of industry experience, currently serving at LPL Financial since 2006. She holds a Series 63 license and operates out of Wylie, TX. Outside of her advisory role, she is involved with Jal Dennis Group Investment Services, an investment-related business connected to her work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a diverse range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Caleb Parsley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience in sales and hospitality. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, combining extensive resources with a large network of investment adviser representatives.