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Ann R

ChFC®, Series 63

Houston, TX

LPL Financial

Ann Ronn is a financial advisor at LPL Financial with 36 years of industry experience. She holds the ChFC® and Series 63 designations and has held roles at Ameritas Advisory Services, Ameritas Life Insurance Corp., and The AFP Group. Outside of advisory work, she is a licensed independent insurance agent and part owner of Income Protection Solutions, Inc., where she educates clients on insurance 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 advisory and brokerage services, including financial planning and access to third-party asset management, while supporting advisors with technology 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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Qaadir W

Series 66

Houston, TX

LPL Financial

Qaadir Williams is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 registration and 11 years of industry experience. He has worked at several firms including Ameritas Advisory Services and Edward Jones, and is co-owner of Williams Wealth Management LLC, where he is involved in recruiting, training, and business development. Williams also serves as Managing Director at The AFP Group, overseeing daily operations and supporting financial advisors. 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 advisory and brokerage services through a large network of advisors, providing a range of financial planning and investment management options including 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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Chantel W

CFP®, Series 66

Houston, TX

LPL Financial

Chantel Williams is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Ameritas Advisory Services, Edward Jones, and co-ownership of Williams Wealth Management. She is also licensed as an independent insurance agent for fixed insurance products. 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 third-party asset management, supported by advanced operational tools 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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