Heidi Malone is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and offering 25 years of industry experience. Her career includes roles at USAA Financial Planning Services and Ameriprise prior to joining LPL Financial in 2018. She is also the owner of William Tyler Enterprises, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, incorporating model portfolios, third-party asset management, and institutional platforms while supporting advisors with technology tools and extensive resources.

Richard Poligala is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at USAA Financial Planning Services and National Planning Corporation. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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. Prior to joining LPL Financial in 2016, he worked at USAA Financial Planning Services and PRUCO Securities, LLC. Additionally, he is the owner of JW Sports Memorabilia, a business unrelated to his investment activities. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Elena Frieberg is a Series 66 licensed financial advisor with LPL Financial in San Antonio, TX, and has two years of industry experience. Prior to joining LPL Financial, she held roles in various service and healthcare positions, including working with Dr. Brent Gillespie DPM. She is also a notary public. 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, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Xavier Gutierrez is a financial advisor with LPL Financial in San Antonio, Texas, holding Series 63 and Series 65 licenses and with 13 years of industry experience. Prior to joining LPL Financial in 2022, he worked at BBVA Securities Inc., Compass Bank, and BBVA Compass Insurance Agency, Inc. from 2013 to 2021. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategies and technology tools.

Robert Harlan is a CFP® professional with 22 years of experience in financial advising. He has been with LPL Financial since 2018, following previous roles at USAA Investment Management Company and USAA Financial Advisors. He conducts business through Genesis Wealth Management, a DBA for his LPL operations in San Antonio, TX. 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 broad range of services including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools and a wide network of over 22,800 advisors.

Wendy Russell is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 credential and 14 years of industry experience. Her prior roles include extensive tenure at USAA and Ameriprise. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology but relying on human discretion for investment decisions.

Adolph Lara is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior career includes roles at Victory Capital Advisers and multiple positions at USAA-affiliated firms spanning from 1994 to 2019. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Lander Jr. is a CFP® professional with 27 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2018. Prior to this, he held various roles at USAA Financial Advisors, Inc. and related entities from 2003 to 2018. Outside of his advisory work, he is involved as a business owner in ventures including Lander Whitetail. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Jon Thompson is a CFP® and ChFC® with 25 years of experience in financial advising. He has worked at LPL Financial since 2016 and previously spent 13 years with USAA Financial Planning Services. He is also a partner at Sans Ltd Enterprises LLC, a company involved in real estate rental. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a broad platform of tools and partnerships.

Benjamin Beecher is a CFP® with 25 years of industry experience, currently serving at LPL Financial in San Antonio, TX. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and USAA Financial Planning Services. Outside of his advisory work, he owns a small beekeeping business, Harper Texas Honey. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by technology tools.

Carlos Lopez is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Bank of America, Merrill, and USAA Trust Services. Outside of his advisory work, he is co-owner of a real estate rental business. 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 services, including access to model portfolios, third-party asset managers, and institutional platforms.

Michael Dubensky is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at USAA Financial Planning Services and USAA Investment Services Company for a combined 14 years. Outside of his advisory role, he is involved with Genesis Wealth Management. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of extensive discretionary assets.

Geraldo Reyes is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously held roles at USAA Wealth Management and USAA Financial Planning Services. Reyes is based in San Antonio, TX. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brenda Rocchio is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Allstate Financial Advisors, and Investment Professionals Inc. She currently operates Genesis Wealth Management as a DBA for her LPL business. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Woodrow Knight III is a financial advisor with LPL Financial based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at National Planning Corporation, Next Financial Group, Inc., and Cetera Advisors LLC. Knight is also an owner and insurance agent involved in non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Richard Rose II is a CFP® with 21 years of industry experience. He is currently affiliated with LPL Financial and has held prior roles at USAA and its investment management and financial planning divisions. His current business activity includes managing Genesis Wealth Management, an entity related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology tools.

Jason Peet is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at J.P. Morgan Securities and has diverse employment history including roles outside finance such as driving for Uber. 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 including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.