Joseph Rose is a financial advisor with LPL Financial based in Sugar Land, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at Raymond James Financial Services from 2013 to 2024 and manages JCRose Consulting alongside his advisory role. Rose is also involved with The Noble Group, a business entity related to his LPL practice. 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 and access to model portfolios and third-party management, supported by advanced operational tools and a broad suite of financial products.

Jared Kenney is a financial advisor with LPL Financial in Sugar Land, TX, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 17 years of industry experience, having worked previously at firms including Raymond James Financial Services and Oak Harvest Investment Services. Outside of his advisory work, Kenney is involved in several business ventures, including ownership of Wild Aggie Studios LLC, known for operating Hotworx Sugar Land. 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 range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms, supported by technology tools for operational and research assistance.

Esmeralda Valarezo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at The Noble Group, Raymond James Financial Services, and Amegy/Zions. 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, and institutional platforms, supported by a large network of advisors and extensive investment tools.

Cheri Payne is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior experience includes 14 years at Raymond James Financial Services and five years at Principal Financial Services. 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 network of over 22,800 advisors and assets under discretionary management exceeding $819 billion.

Mary Cardenas is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at several firms including Raymond James Financial Services and Morgan Keegan & Company. Cardenas is also associated with The Noble Group, a business entity related to her investment practice. 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 portfolio management services, utilizing model portfolios, third-party subadvisors, and custom strategies supported by technology tools, and oversees over $819 billion in discretionary assets across more than 22,800 advisors.

Tracy Miller is a CFP® and ChFC® with 33 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, Miller worked at K Street Retirement Partners and Cetera Advisor Networks, and has operated TMiller Financial LLC since 2006. Outside of advisory work, Miller is a licensed notary. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.

Surojeet Ghatak is a CFA® charterholder and Series 63 licensed financial advisor with over 31 years of industry experience. He is currently with LPL Financial and The Noble Group, having previously worked at Raymond James Financial Services and Fidelity Investments Institutional Services Company. 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 institutional platforms, supported by advanced operational and research tools.

Elva Morales is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience at Raymond James Financial Services, Inc. and The Noble Group. 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 variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

Jarrod Hageman is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Raymond James Financial Services and Amegy Investments, among others. He is also associated with The Noble Group, an entity related to his LPL business 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 financial planning and investment management services through a large network of advisors, utilizing various strategic and tactical portfolio approaches supported by research and technology tools.

Joseph Cunneff is a financial advisor with LPL Financial, holding a Series 63 designation and over 43 years of industry experience. His prior roles include positions at Raymond James and UBS Financial Services. He is also involved with The Noble Group, an affiliated business related to his LPL practice. 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 third-party asset management, supported by a large network of advisors and extensive operational resources.

Kirbe Williamson is a financial advisor with LPL Financial in Sugar Land, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining LPL Financial in 2026, Williamson worked at Pensionmark Financial Group and Pensionmark Securities, LLC from 2023 to 2026, Lincoln Financial Advisors Corp from 2017 to 2023, and Invesco Distributors, Inc. from 2015 to 2017. Williamson is also engaged in retirement plan consulting as an account manager with AssuredPartners. 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 range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services platform.

Jeffrey O'Brien is a financial advisor with LPL Financial holding a Series 66 designation and 14 years of industry experience. His career includes roles at Merrill Lynch and Bank of America, as well as Raymond James Financial Services. He is also involved with The Noble Group in a business capacity related to his LPL practice. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Britton Noble is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services. Outside of his advisory role, he is involved with BNoble LLC and The Noble Group. 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 portfolio management services through a large network of investment adviser representatives.