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Lucas W

Series 66

Plano, TX

LPL Financial

Lucas Wakamatsu is a financial advisor with LPL Financial based in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Strategic Wealth Partners, Nuuds, and professional baseball teams such as the Chunichi Dragons and the Cleveland Guardians. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, 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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Ryan R

CFP®, Series 63, Series 65

Plano, TX

LPL Financial

Ryan Rayburn is a CFP®-designated financial advisor with 23 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Lincoln Financial Advisors Corporation, Equitable Advisors, and Merrill. Rayburn is involved with Strategic Wealth Partners PLLC, where he has responsibilities related to non-variable insurance. 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 and employs various strategic and tactical allocation options supported by institutional 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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Risdon W

CFP®, ChFC®, Series 63

Plano, TX

LPL Financial

Risdon Woodard III is a CFP® and ChFC® with 50 years of experience in financial advising. He joined LPL Financial in 2024 after nearly five decades with Lincoln Financial Advisors Corporation. He is involved in various business activities outside of advising, including ownership roles in several business entities for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

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