David Altemus is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eponine Winegar is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked with WebWeevil.com LLC and had roles at VillaSport Athletic Club and Spa, HBU Bradshaw Fitness Center, and Houston Baptist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 broad range of financial planning and investment management options.

Jimi Shah is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Van Leeuwen & Company, LLC since 2016 and has been affiliated with LPL Financial since 2015. 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 portfolios, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Helen Altemus is a financial advisor with LPL Financial in Houston, TX. She holds the ChFC® designation and Series 66 license, with 10 years of industry experience. Her career includes roles at Bank of America, N.A. and Merrill over the same period. 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, third-party asset management, and institutional platforms.

William Winegar is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. 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, supporting advisors with research model portfolios, subadvisors, and various strategy options.

Eric Gould is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at FHN Financial Securities Corp., FHN Financial Capital Markets, First Horizon Advisors, and First Horizon 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 range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

Kayla Connelly is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Dealerweb Inc. and Alexis Advisors, LLC. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Christopher Corcoran is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. His prior work history includes tenures at Bank of America, Merrill, and Fidelity Brokerage Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.