Leticia Sanchez is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2019 and previously worked with various insurance carriers and Waddell & Reed, Inc. in San Antonio, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio management options.

Corey Ford is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at The Vanguard Group and various restaurants and retail businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives offering a range of advisory and brokerage services.

Christopher Hall is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Pontem LLC, Llah LLC, various insurance carriers with W&R Insurance Agencies, and Waddell & Reed, Inc. He has an active involvement in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Felipe Sanchez is a financial advisor with LPL Financial based in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies from 2010 to 2021. Sanchez is involved in a business entity, Pharos Wealth Strategies, which operates as a DBA related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by internal and third-party research, along with various innovative portfolio management options.

Yuhui Chang is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Lauryn Donnelly is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Capital Group/American Funds and Centennial Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Marijean Hansen is a CFP® professional with 43 years of industry experience, currently serving at LPL Financial since 2021. Her prior experience includes roles at Christopher Hall, Betty Vargas, and Waddell & Reed, Inc. She is based in San Antonio, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs supported by research and a variety of portfolio management options.

David Ballard is a ChFC®-designated financial advisor with 34 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes nearly three decades at Waddell & Reed, Inc., and involvement with Trinity Baptist Church in various capacities for over a decade. He is also associated with The Lighthouse Team, LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kay Flores is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2023, Flores worked with The Insurance Solutions Experts, Northwestern Mutual Investment Services LLC, and Fernando Suarez. Flores also serves as a notary in San Antonio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

William Fox is a financial advisor with LPL Financial in San Antonio, TX, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. Fox is also involved in mortgage brokerage services through Fox Mortgage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning to support its investment strategies.

Clayton Munal is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include work with Waddell & Reed Inc and involvement with BNI-Ambassadors of Success, where he also served as a nonprofit board member. Munal is a co-owner of Texas Treasures & Unique Finds, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and supports diversified strategies with research from internal and third-party sources.

Paul Foley Jr. is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at River Crossing POA, The Lighthouse Team LLC, and Waddell & Reed, Inc. Additionally, he is a managing member of The Lighthouse Team LLC, formed alongside his tenure at Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and advanced technology solutions.

Carolyn Abshier is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at The Lighthouse Team LLC, David Ballard, and Waddell & Reed, Inc. She has also operated a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Betty Vargas is a CFP® professional with 39 years of experience in the financial services industry. She is currently with LPL Financial and has held roles with Waddell & Reed, Inc. and various insurance carriers over her career. Vargas is also a partner at Financial Wellness Solutions, where she is involved in tax preparation and planning. LPL Financial is an SEC-registered investment adviser and broker-dealer providing services to individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Aracely Corpus is a financial advisor at LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining LPL Financial, she worked at Waddell & Reed, Inc., Albert Torres, and Northside ISD. She is also involved with Mica42 LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research support.

Paul Renfro is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Allied Securities, Lone Star Bullion, and CollegePlus/Lumerit. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Samantha Flores is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at LPL Financial since 2019 and has prior experience with Christopher Hall, Pontem LLC, and Waddell & Reed Inc. Outside of her advisory work, she is involved with Caliente Harley Davidson Motorcycles in San Antonio. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Adam Le Win II is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Victory Capital Management, Inc. and Victory Capital Services, Inc., and has experience outside finance running Karl's Flower and Gift Shop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm provides advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies such as machine learning.

Braden Durham is a financial advisor at LPL Financial located in San Antonio, TX. He holds the Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Pontem Financial, Texas A&M University, Reynolds and Reynolds, and Jon Hart. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Russell Jones is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Victory Capital Services, CUSO Financial Services, Credit Human Federal Credit Union, and JPMorgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.