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Jack M

CFP®, Series 66

League City, TX

LPL Financial

Jack McGuff IV is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial in League City, TX. He previously operated McGuff Financial Management for six years. In addition to his advisory work, he owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party managers, 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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Sharon M

Series 63, Series 65

League City, TX

LPL Financial

Sharon Medina is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, BFT Financial Group, and Merrill. Outside of her advisory role, she owns and operates Medina Insurance Agency, which sells auto, home, and commercial general liability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a range of 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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Anthony M

Series 63, Series 65

League City, TX

LPL Financial

Anthony Makransky is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Banc of America Investment Services, and Stanford Group Company. 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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Mark H

Series 66

League City, TX

LPL Financial

Mark Hetzer is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2022 to 2026, and at Merrill and Bank of America from 2019 to 2022. He also has experience in marketing and sports medicine from earlier roles. 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 and brokerage services, utilizing various investment strategies and platforms, supported by advanced operational tools, and manages 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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