Richard Ferri is the sole advisor at Ferri Investment Solutions in San Saba, TX. He holds the CFA® designation as well as Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Ferri Investment Solutions in 2019, he operated Rick Ferri, LLC and worked at Portfolio Solutions, LLC. He is involved in investment-related publishing and industry consulting. Ferri Investment Solutions provides advice-only financial consulting to a diverse client base including individuals, families, trustees, retirement plan sponsors, nonprofits, and various institutional clients. The firm follows a long-term, passive investment philosophy focused on low-cost, broadly diversified index funds and ETFs, and does not manage client assets or take custody of funds.

Kevin Shahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked with several firms including MC Bank Texas, Mills County State Bank, Avantax Advisory Services, and has operated his own CPA firm since 2009. Outside of his advisory work, he owns and supervises a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified and alternative investment strategies.