Bradley Bates is a financial advisor with LPL Financial based in San Antonio, TX, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at Next Financial Group Inc and Citigroup Global Markets, as well as an 11-year period at Wayland Baptist University. Outside of advisory work, he is involved with Riverside Consulting LLC, a tax preparation and accounting 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 wide range of advisory and brokerage services through a large network of representatives, utilizing various portfolio programs and third-party asset managers, supported by technology tools for operational and research purposes.

Ricardo Cadena is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones and Next Financial Group, Inc. Outside of his advisory work, he is involved as an owner of Secure Transport INC and is employed part-time at Safe Pilots Inc. 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 financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Jacob Yaklin is a CFP® with five years of industry experience, currently serving as a financial advisor at LPL Financial in San Antonio, TX. His prior experience includes five years at Oakwell Private Wealth Management, a year with Yaklin Chrysler Dodge Jeep and Ram, and four years of service in the United States Marine Corps. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including model portfolios and institutional platforms, supported by machine-learning tools for operational and research purposes.