James Credo is a financial advisor with LPL Financial in McAllen, Texas, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise for 16 years before joining LPL Financial in 2024. Outside of his advisory role, Credo is involved with Pinnacle Integrated Solutions and Adaptive Tax Planning, both business entities related to tax and investment purposes. 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 solutions, including model portfolios, third-party asset management, and institutional platforms.

Leonardo Chang is a financial advisor at LPL Financial with 13 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked at Ameriprise from 2021 to 2024 and Edward Jones from 2014 to 2021. Chang is involved in a business venture unrelated to investments, Quality Tents, representing it with limited monthly hours. 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, and supports investment strategies through a broad network of investment adviser representatives.

Alexis Villarreal is a financial advisor with LPL Financial in McAllen, TX, holding a Series 66 credential and 14 years of industry experience. Prior to joining LPL Financial in 2024, Alexis worked at Ameriprise and Edward Jones. Outside of advisory work, Alexis is involved in independent insurance brokering. 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 diverse strategies and technology tools across advisory and brokerage platforms.

James Enriquez is a CFP® professional with 15 years of experience in financial advising. He is currently with LPL Financial and has previously worked at Ameriprise and Edward Jones. Enriquez is involved in developing CFP Board exam content and holds several non-investment-related business interests. 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 delivered through a large network of advisors utilizing various portfolio models and advisory platforms.