Austin, TX Flintrock Trace Office

Casey Moss is a financial advisor at LPL Financial based in Austin, TX, holding a Series 66 designation with one year of industry experience. He has been involved with AVEC Enterprises LLC since 2012. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Sarah Noble is a financial advisor with LPL Financial in Austin, TX. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining LPL Financial, she worked at Teeple Partners and has been involved with Noble Task Management, LLC since 2019. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Alexander Groth is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Kestra Financial Services, Momentum Advanced Planning, and Spearhead Capital. Outside of his advisory work, he operates a separate business, Tribe Financial, LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Courtney Walker is a financial advisor with LPL Financial in Austin, TX, holding CFP® and Series 66 designations and bringing 15 years of industry experience. Prior to joining LPL Financial in 2026, Walker spent over a decade at JP Morgan Securities, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.