Joseph Rose is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services for 11 years. Outside of his advisory role, he operates JCRose Consulting and is involved with The Noble Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Jared Kenney is a ChFC®-designated financial advisor with 17 years of industry experience, currently affiliated with LPL Financial in Sugar Land, TX. His prior experience includes roles at Raymond James Financial Services and Oak Harvest Investment Services. Outside of his advisory work, he is involved in several business ventures, including ownership of Wild Aggie Studios LLC, operating under the brand Hotworx Sugar Land. 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. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Esmeralda Valarezo is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previous work experience at Raymond James Financial Services and Amegy/Zions. Valarezo is also involved with The Noble Group, an investment-related business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Cheri Payne is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Raymond James Financial and Raymond James Financial Services from 2010 to 2024. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Mary Cardenas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has worked at LPL Financial since 2024 and previously at Raymond James Financial Services and The Noble Group. Outside of her advisory role, she is involved with Cardenas Financial Associates LLC for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Tracy Miller is a financial advisor at LPL Financial with 33 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including K Street Retirement Partners and Cetera Advisor Networks. Miller also operates TMiller Financial LLC, a business related to her advisory work. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Surojeet Ghatak is a CFA® charterholder with 31 years of industry experience. He is currently with LPL Financial and previously worked at Fidelity Investments Institutional Services Company for 30 years, among other firms. Ghatak is also involved with The Noble Group in connection with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a range of model portfolios and research.

Elva Morales is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. She previously worked at Raymond James Financial Services, Inc. for nine years and has been associated with The Noble Group since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and various portfolio management options.

Jarrod Hageman is a CFP® with 20 years of industry experience currently serving at LPL Financial. He has held positions at LPL Financial since 2015 and has also worked at Raymond James Financial Services and Zions First National Bank. Hageman is involved with The Noble Group, an entity related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides a range of financial planning and advisory services to individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management, model portfolios, and research, along with additional services such as overlay portfolio management and participant advice programs.

Joseph Cunneff is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 designation and has previously worked with Raymond James Financial Services and The Noble Group. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Kirbe Williamson is a Series 65 licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2026, Williamson worked at Pensionmark Financial Group, Pensionmark Securities, Lincoln Financial Advisors, and Invesco Distributors. Williamson is also involved in retirement plan consulting with AssuredPartners. LPL Financial serves a broad client base including individuals, 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 with discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven solutions.

Jeffrey O'Brien is a financial advisor with LPL Financial and holds a Series 66 designation. He has 13 years of industry experience and has worked at firms including Raymond James Financial Services and Bank of America. He is also involved with The Noble Group outside of his role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Britton Noble is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Raymond James Financial Services. He also operates BNoble LLC and The Noble Group, entities related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.