Alan Davidson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services, H&R Block Financial Advisors, Sigma Financial Corporation, and Spc. 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 utilizing model portfolios, third-party subadvisors, and customized strategies.

Kelly Compton is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 66 designation and previously managed her own advisory firms, including Kelly Compton Investments, LLC and WCM Wealth Management, LLC. Compton is also a business owner outside of the investment industry. 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 asset management services through a large network of advisors, employing both proprietary and third-party investment strategies.

Howard Skillrud is a financial advisor with LPL Financial based in San Antonio, TX, holding a Series 63 designation and bringing 30 years of industry experience. His career includes prior roles at Ameriprise Financial Services from 2005 to 2025. He serves on the boards of Santa Rosa Children’s Hospital and Children’s Hospital of San Antonio. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and advisory services to individuals, retirement plans, banks, and institutions. The firm supports its network of advisors with model portfolios, third-party management, and technology tools while overseeing more than $819 billion in discretionary assets.

Roberto Cantu is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 66 licenses and with 14 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Ameriprise Financial Services, Investment Professionals Inc, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisors with model portfolios, third-party subadvisors, and customized strategies, and is notable for its scale and breadth of financial services alongside its advisory platform.

John Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at Sigma Financial Corporation, SPC, Ameriprise Financial Services, Investment Professionals, Inc., and First Command Bank. Outside of his advisory work, he serves as a soccer referee. 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, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

David Spellman is a financial advisor with LPL Financial in San Antonio, TX, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. Prior to joining LPL Financial, he worked at Money Concepts Capital Corp and operated the David Spellman Agency. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Paul Wallin III is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Sigma Financial, and West Wallin. He is involved with Snug Estate Planning Software, an estate planning software business. 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 other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and a variety of proprietary and third-party investment strategies.

Ty Hodges is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial since 2023. He previously worked at SPC and Sigma Financial Corporation from 2014 to 2023, and at Ameriprise from 2006 to 2014. Hodges also operates Hodges Wealth, LLC, a business entity used 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 broad range of advisory and brokerage services utilizing multiple investment strategies and supports its advisors with advanced operational and research tools.

Phillip Jackson is a financial advisor with LPL Financial in San Antonio, TX, holding the Series 66 designation and possessing nine years of industry experience. He previously worked at Edward Jones and Sigma Planning Corporation before joining LPL Financial. Outside of his advisory role, he has been a volleyball coach with the Alamo Volleyball Association since 2011. 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 portfolios, third-party asset management, and retirement advice, supported by extensive operational tools and a large network of advisors.

Eric Zeitler is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and 65 licenses and possessing 25 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, B. Riley Wealth Management, and Alamo Asset Advisors. He also manages Eric Zeitler Investments LLC, a business entity used 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 and brokerage services with a focus on customizable investment strategies and operates one of the largest networks of investment adviser representatives in the industry.

Tammy Swann is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at SPC, Sigma Financial Corporation, Ameriprise, and Investment Professionals, Inc. She is also involved with Upstream Investment Partners in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory and brokerage platform that includes financial planning, model portfolios, and institutional programs.

Marcus Selva is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Snowden Lane Partners and Bank of America/Merrill. Selva is involved with Upstream Investment Partners, an entity related to his 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of extensive discretionary assets.