Thomas Greuner is a financial advisor with LPL Financial in Edinburg, Texas, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at LPL Financial since 2013 and previously spent 14 years at Prime Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, 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 strategic and tactical investment options and operational tools.

Juan Trevino is a financial advisor with LPL Financial in Edinburg, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Merrill from 1998 to 2009 before joining LPL Financial in 2009. Outside of his advisory work, he serves as an Assistant Scoutmaster for the Boy Scouts of America and volunteers as a Staff Sergeant in the Texas State Guard. 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, and third-party asset management, supported by technology tools and a large network of advisors.

Jason Valle is a financial advisor with LPL Financial in Edinburg, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Mass Mutual Investors Services before joining LPL Financial in 2011. Outside of his advisory work, he is involved in winemaking through a home-based venture called Corazon de Valle. 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 financial planning and investment management services delivered through a large network of advisors utilizing various model portfolios, third-party subadvisors, and customized strategies.

Jaime Cavazos is a financial advisor with LPL Financial based in Edinburg, TX. He holds Series 63 and Series 66 credentials and has 13 years of industry experience. His background includes roles at Edward Jones and Walgreens, and he operates several related businesses, including Independent Wealth Consultants, IMA Live LLC, and IWC Financial Planning. 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, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives.