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Nicklaus S

Series 66

Austin, TX

LPL Financial

Nicklaus Sabb is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation. Prior to joining LPL Financial, he was involved with Triple N Management LLC and has experience working with Baylor University, 2020 Family Vision, Texas Movie Bistro, and local schools in Austin, TX. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jonathan S

Series 63, Series 65

Austin, TX

LPL Financial

Jonathan Sarf is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Wells Fargo, PNC, Citi, Chase Investment Services, and Banc One Securities. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Luke E

Series 66

Austin, TX

LPL Financial

Luke Ellis is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors LLC, Elefos, and Snap-On Tools. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Rogelio M

Series 66

Austin, TX

LPL Financial

Rogelio Martinez is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation. He has one year of industry experience and previously worked in various roles including positions at Salient Systems, Oracle, and Austin FC. His background also includes work in collegiate and recreational sports settings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, utilizing diverse investment strategies and technology tools to support its network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alejandro H

Series 66

Austin, TX

LPL Financial

Alejandro Herrera is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Intellegens Inc, LMH Oil and Equipment, and academic appointments at the University of Houston and Houston Community College. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Blake K

Series 66

Austin, TX

LPL Financial

Blake Kossl is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Iowa State University and Sukup Manufacturing Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Grace F

Series 66

Austin, TX

LPL Financial

Grace Freund is a Series 66 licensed financial advisor with LPL Financial in Austin, TX, with one year of industry experience. Prior to joining LPL, she worked at The Walt Disney Company and has experience in catering and retail markets. She studied and worked at Purdue University for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment options supported by technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James H

Series 63, Series 65

Austin, TX

LPL Financial

James Herrin is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab & Co., Inc. and Higginbotham, and has a background that includes multiple periods of full-time education and experience at The Orvis Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ashley C

Series 63, Series 65

Austin, TX

LPL Financial

Ashley Caples is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Financial, she worked at Charles Schwab & Co., Inc. and has experience in mortgage services and health care. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies and advisor-facing technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sara W

Series 63, Series 66

Austin, TX

LPL Financial

Sara Wittbold Araoz is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2026, she worked at Charles Schwab & Co., Inc. for three years. Her background includes roles outside finance such as work with Women & Their Work and involvement in film production with Indie House Films. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technological tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William H

Series 66

Austin, TX

LPL Financial

William Harless is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and four years of industry experience. His professional background includes roles at US Tech Solutions Inc, Wells Fargo Clearing Services LLC, and a prior position at Virginia Tech. Outside of finance, he has worked in the food service industry at Sharkey's Rib and Wing Joint. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Edgardo R

CFP®, Series 63

Austin, TX

LPL Financial

Edgardo Rey is a CFP®-designated financial advisor with six years of industry experience. He is currently with LPL Financial in Austin, TX, and previously worked at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Prudential Investment Management Services LLC. 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 advisory and brokerage services, including financial planning and model portfolio programs, with a platform that supports both discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dane C

Series 66

Austin, TX

LPL Financial

Dane Crick is a financial advisor with LPL Financial located in Austin, TX. He holds a Series 66 credential and has less than one year of industry experience. His prior work history includes roles at MWA Financial Services, Modern Woodmen of America, and non-financial positions at Cheddar's Scratch Kitchen and Polo Ralph Lauren. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Caimen M

Series 66

Austin, TX

LPL Financial

Caimen Mc Donough is a Series 66-licensed financial advisor with LPL Financial in Austin, TX, and has one year of industry experience. Prior to joining LPL Financial in 2025, Mc Donough held positions at Austin Telco Federal Credit Union and Randolph Brooks Federal Credit Union, and has experience in both the private and nonprofit sectors including Texas Lutheran University. 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 institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Grant J

Series 66

Austin, TX

LPL Financial

Grant Jarman is an investment adviser representative with LPL Financial in Austin, TX. He holds the Series 66 designation and has been in the industry since 2024. Prior to joining LPL Financial, he worked at Aviator Nation and has experience in sports retail and collegiate environments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tyler F

Series 66

Austin, TX

LPL Financial

Tyler Freeman is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Santander Bank, Santander Securities, Wells Fargo, Millington Securities, WBI Investments, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as a coach and director of operations for a youth lacrosse team at the New Jersey Lacrosse Club. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Zachary S

Series 66

Austin, TX

LPL Financial

Zachary Sinsabaugh is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation. He joined LPL Financial in 2026 and has diverse prior work experience in various industries, including automotive, retail, and education. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dima A

Series 63, Series 66

Austin, TX

LPL Financial

Dima Aboshady is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining LPL Financial in 2023, Dima worked at Charles Schwab and Meradia Group. Outside of finance, Dima operated an Etsy shop, Dima's Designs, and also worked as a server at Jack and Ginger's. 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 variety of investment options including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sydney M

Series 66

Austin, TX

LPL Financial

Sydney Moore is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 license and beginning their advisory career in 2026. Prior to joining LPL Financial, Sydney gained experience in various roles including positions at Free People, Cowboys Fit, and First Texas National Bank. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Aspen N

Series 63, Series 65

Austin, TX

LPL Financial

Aspen Noack is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2023, Aspen worked at Equitable Advisors, LLC and has held positions in various industries including hospitality and consumer products. 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 investment management services through a large network of advisors and employs diverse strategies supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brooke W

Series 66

Austin, TX

LPL Financial

Brooke Woodall is a financial advisor at LPL Financial with a Series 66 license and one year of industry experience. Prior to joining LPL Financial, Brooke held roles at Northwestern Mutual and Baylor University, including positions in financial wellness and admissions. 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 institutions through a broad network of investment adviser representatives. The firm offers a variety of financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jacob L

Series 66

Austin, TX

LPL Financial

Jacob Luce is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior work includes roles at West Texas National Bank and various positions connected to Texas Tech University. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and integrated financial offerings.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alexandria R

Series 63, Series 66

Austin, TX

LPL Financial

Alexandria Rosa is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. She has previously worked at Charles Schwab and operated a business called Space Cables LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert S

Series 63, Series 65

Austin, TX

LPL Financial

Robert Spradling is an advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses. He has less than one year of industry experience, having joined LPL Financial in 2026. His prior work history includes roles at First United Bank and Trust, Charles Schwab, and service in the Texas Army National Guard from 2018 to 2024. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a range of advisory and non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John G

Series 66

Austin, TX

LPL Financial

John Gillespie is a financial advisor with LPL Financial in Austin, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Baxter Credit Union and Q Investments. He also served with Libertyville Youth Baseball Inc. from 2021 to 2023. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lindsey C

CFP®, Series 65

Austin, TX

LPL Financial

Lindsey Cole is a CFP®-designated financial advisor with three years of industry experience. She is currently with LPL Financial and has previously worked at Kestra Advisory Services LLC and Ironclad Strategies LLC. Before entering financial advising, she held positions at Carillon Senior Living and Red Robin. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dawson G

Series 66

Austin, TX

LPL Financial

Dawson Groch is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Financial, he worked at Oracle NetSuite, JCrew, Kestra Financial, and held teaching positions at several educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory, brokerage, and retirement planning services through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kraleigh W

Series 66

Austin, TX

LPL Financial

Kraleigh Woodford is a Series 66-licensed financial advisor based in Austin, TX, with 14 years of industry experience. She has worked at LPL Financial since 2020 and previously spent 18 years at UBS Financial Services. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by an extensive network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alexander R

Series 63, Series 65

Austin, TX

LPL Financial

Alexander Robb is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior experience includes roles at Fidelity Investments and Deseret First Credit Union. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Beau D

Series 66

Austin, TX

LPL Financial

Beau De Lee is a Series 66-licensed financial advisor with LPL Financial based in Austin, TX. He has been with LPL Financial since 2023 and previously worked in roles outside the financial industry, including positions at SBCC/UCSB and Olive Garden. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Victor O

Series 65

Austin, TX

LPL Financial

Victor Ordonez is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial since 2025. Outside of his advisory role, he is involved with KVO Enterprises LLC, which focuses on commercial real estate. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ellen S

Series 63, Series 66

Austin, TX

LPL Financial

Ellen Schriver is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 designations and offering 28 years of industry experience. She has worked at LPL Financial since 2011 and previously held roles at VOYA Financial Advisors, Kestra Investment Services, and Citigroup Global Markets. Outside of her advisory work, she is involved with Bayside Market, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John G

Series 66

Austin, TX

LPL Financial

John Gruetzmacher is an advisor with LPL Financial based in Austin, TX. He holds the Series 66 credential and began his advisory career in 2025. Prior to his role at LPL Financial, he worked in the restaurant industry with positions at Mastro's Restaurants and Olive Garden, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, offering both discretionary and non-discretionary strategies alongside various institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tanner C

Series 65, Series 63

Austin, TX

LPL Financial

Tanner Crum is a financial advisor with LPL Financial in Austin, TX, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab & Co., Inc. and has experience in retail and service roles at various companies including Fat Quarter Shop. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Logan J

Series 66

Austin, TX

LPL Financial

Logan Jackson is a Series 66-licensed financial advisor with LPL Financial, based in Austin, TX. He has prior work experience at Legends Bank, Signet Jewelers, Metro One Security, and Professional Security Consultants. 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 advisory and brokerage services, including financial planning, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nicolas C

Series 65, Series 63

Austin, TX

LPL Financial

Nicolas Campbell is a financial advisor at LPL Financial in Austin, TX, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Costco, and several resale businesses on platforms such as GOAT, StockX, and eBay. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew S

Series 66, Series 63

Austin, TX

LPL Financial

Matthew Sugg is a financial advisor at LPL Financial in Austin, TX, holding Series 66 and Series 63 registrations with five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, leveraging a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher V

Series 66

Austin, TX

LPL Financial

Christopher Vaughn is affiliated with LPL Financial in Austin, TX, holding the Series 66 designation. He has less than one year of experience as a financial advisor and previously worked in several roles across different industries including real estate services and technology. 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 wide range of advisory and brokerage services, with access to model portfolios, third-party management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Hudson M

Series 65, Series 63

Austin, TX

LPL Financial

Hudson Murphy is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at Charles Schwab & Co., Inc. from 2024 to 2026. 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 advisory services including financial planning, model portfolio programs, and access to third-party asset management, utilizing model portfolios and customized strategies across various investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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