Heidi Malone is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. She previously worked at USAA in various financial planning and investment management roles from 2005 to 2018. Outside of her advisory work, she owns William Tyler Enterprises, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Richard Poligala is a CFP®-credentialed financial advisor with 21 years of industry experience, currently practicing at LPL Financial in San Antonio, TX. Prior to joining LPL Financial in 2018, he worked for USAA in various financial advisory and planning roles from 2015 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Jereme Brisco is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2016 and also owns JW Sports Memorabilia, a separate business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

Elena Frieberg is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Her prior work includes various roles outside the financial sector, and she also serves as a notary in San Antonio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Xavier Gutierrez is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at BBVA Securities Inc., Compass Bank, and BBVA Compass Insurance Agency, Inc. He operates in San Antonio, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management approaches.

Robert Harlan is a CFP® professional with 22 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously held positions at USAA Investment Management Company and USAA Financial Advisors, Inc. He is associated with Genesis Wealth Management, an entity related to his LPL business. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and technology-driven investment solutions.

Wendy Russell is a financial advisor with LPL Financial based in San Antonio, TX. She holds a Series 66 designation and has 14 years of industry experience. Prior to joining LPL Financial in 2024, she worked at USAA and USAA Financial Advisors Inc. from 2005 to 2024. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Adolph Lara is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 designations and 32 years of industry experience. He previously worked at USAA Financial Advisors, Inc., USAA Financial Planning Services, and Victory Capital Advisers, Inc. before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by institutional research and model portfolios.

John Lander Jr. is a CFP® with 26 years of industry experience, currently affiliated with LPL Financial where he has worked since 2018. Prior to joining LPL, he held roles at USAA Financial Advisors and USAA Investment Management Company. He is also involved in business ownership outside of financial advising, including interests in Lander Wildlife and Sans LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Jon Thompson is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has worked at LPL Financial since 2016 and previously spent over a decade with USAA Financial Advisors. He is also a partner in Sans Ltd Enterprises LLC, an active business outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by extensive research and technologies, providing both discretionary and non-discretionary management options.

Benjamin Beecher is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he is a business owner of Harper Texas Honey. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Carlos Lopez is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and USAA Trust Services. 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 with discretionary and non-discretionary management supported by in-house and third-party research.

Michael Dubensky is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at USAA Financial Planning Services and USAA Financial Advisors Inc for 11 years. Outside of his advisory role, he is involved with Genesis Wealth Management as a DBA for his LPL business. LPL Financial serves individuals—including high-net-worth and non-HNW clients—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, including discretionary and non-discretionary management, model portfolios, and various specialized investment strategies.

Geraldo Reyes is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked at USAA Wealth Management from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technologies.

Brenda Rocchio is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63, 65, and 66 licenses and 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Allstate Financial Advisors, and several other firms. She operates Genesis Wealth Management as a DBA for her LPL business. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party subadvisors, and technology-driven investment strategies.

Woodrow Knight III is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2017 and also associated with National Planning Corporation since 2012. Knight is an owner and insurance agent involved in fixed life non-variable insurance outside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large 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 proprietary and third-party research.

Richard Rose II is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial in San Antonio, TX, having previously worked extensively at USAA and its affiliates from 2007 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and financial services, including discretionary and non-discretionary management supported by in-house and third-party research.

Jason Peet is a financial advisor with LPL Financial in San Antonio, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at J.P. Morgan Securities and has diverse experience including roles at Uber and Equitable Advisors. Outside of advising, he has worked as a rideshare driver. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management, utilizing both discretionary and non-discretionary approaches.