Miles Duncan is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms including First Legacy Wealth Management and Tim Smith State Farm. 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 and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers.

Cassandra Fillingim is a financial advisor with LPL Financial based in San Angelo, TX, holding a Series 66 credential and 27 years of industry experience. She has worked at a number of firms including Avantax Advisory Services and 1st Global Advisors. She is a principal at Green, Fillingim & Nieto, PLLC, a tax preparation and accounting firm. 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 utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes and account types.

Walter Reed is a financial advisor with LPL Financial in San Angelo, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ExxonMobil and the University of Houston. Outside of his advisory work, he serves as a preacher for churches on special occasions. 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 through a large network of representatives, utilizing various investment strategies and operational tools.

Lance Modawell is a financial advisor with LPL Financial in San Angelo, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior experience includes roles at Edward Jones and various entities affiliated with Avantax. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jack Wilkinson is a financial advisor with LPL Financial in San Angelo, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at First Legacy Wealth Management, City National Bank of Colorado City, and held various positions including roles in education and at the Texas Energy Museum. 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 broad range of advisory and brokerage services, utilizing various investment strategies and operational tools across a large network of advisors.