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Clinton P

Series 66

Round Rock, TX

LPL Financial

Clinton Potts is a financial advisor with LPL Financial based in Round Rock, TX. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Sigma Planning Corporation and Sigma Financial Corporation for 11 years. 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 and financial planning services, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

College savings (529s, UTMA, etc.)
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Matthew S

Series 66, Series 63

Austin, TX

LPL Financial

Matthew Sugg is a financial advisor at LPL Financial in Austin, TX, holding Series 66 and Series 63 licenses with five years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. 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, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Christopher V

Series 66

Austin, TX

LPL Financial

Christopher Vaughn is a financial advisor with LPL Financial based in Austin, TX. He holds a Series 66 designation and has been with LPL Financial since 2026. His prior background includes experience in real estate services, technology, and property management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of investment strategies.

College savings (529s, UTMA, etc.)
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Travis S

Series 63, Series 65

Austin, TX

Raymond James Financial

Travis Sparkman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at LPL Financial and Keller Williams Realty. Outside of his advisory role, Sparkman is the CEO of Sparkman Wealth Management, where he leads a wealth management team and recruits new advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Hudson M

Series 65, Series 63

Austin, TX

LPL Financial

Hudson Murphy is a financial advisor at LPL Financial in Austin, TX, holding Series 65 and Series 63 licenses with two years of industry experience. He previously worked at Charles Schwab & Co., Inc. for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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