James Lyon III is a financial advisor with LPL Financial in The Woodlands, TX, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial since 2002. Lyon is also involved in outside sales of non-variable insurance and operates a wealth-building business under the name WWB Woodlands Wealth Builders. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Rose Cook is a financial advisor with LPL Financial, based in The Woodlands, TX, holding the Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she is also a commissioned notary, providing notarization services for client documentation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Cody Ringo is a financial advisor with LPL Financial based in The Woodlands, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at the University of Alabama and First Command, and served in the United States Air Force for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Lyon IV is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he spent four years at Baylor University and five years at The Woodlands High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including access to model portfolios and research from various sources, supporting both discretionary and non-discretionary management approaches.

Patrick Kelly is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. Outside of his advisory role, he is involved in a non-variable insurance business focusing on disability and long-term care products under Woodlands Wealth Builders. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Johnathan Lyon is a financial advisor with LPL Financial based in The Woodlands, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he was involved with Woodlands Wealth Builders and worked in full-time education. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Laurie Clark is a CFP®-designated financial advisor with 28 years of industry experience, currently affiliated with LPL Financial. She has been working in the advisory field since 2002, including her tenure at Linsco/Private Ledger. In addition to her advisory role, she is involved in non-variable insurance activities and assists clients with establishing HSA accounts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.