Gina Espinoza is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her previous roles include positions at Victory Capital Advisers, Fidelity National Information Services, and USAA across various advisory and investment services. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

Carey Moy is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Mass Mutual Investors Services. Moy is the patent holder and silent partner of a company that produces a patented promotional and retail product. 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 supports its advisors with a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

David Espinoza is a financial advisor with LPL Financial 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 2011, with prior roles at SWBC Investment Company, Banc Of America Investment Services, Chase Investment Services, and USAA Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment strategies, including model portfolios, third-party management, and customized approaches, and is notable for its scale and breadth of non-advisory financial activities alongside its advisory platform.