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William M

CFP®, Series 63, Series 66

McAllen, TX

LPL Financial

William Martin is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with LPL Financial and has previously worked at Raymond James & Associates, Morgan Stanley & Co. LLC, and A. G. Edwards & Sons, Inc. Martin serves as a board member and chair of the Finance/Investment Committee for the Museum of South Texas History, and he also contributes to the editorial committee of RGVision Magazine. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supporting advisors with technology and research tools across a large network of professionals.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Justin C

Series 63, Series 65

McAllen, TX

LPL Financial

Justin Cappadona is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Raymond James & Associates, Morgan Stanley, and Merrill. Outside of advising, he is involved in agriculture through his ownership of Cappadona Ranch in Linn, Texas. 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 financial planning and investment management services utilizing various advisory platforms and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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