Austin, TX Office

Tommy Bentley is a CFP® professional with 36 years of industry experience, currently serving at LPL Financial since 2017. He previously worked at National Planning Corporation for seven years and has operated as a sole proprietor since 2002. Outside of advising, he is an insurance agent specializing in long-term care, disability insurance, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies.

Patrick Gibbons is a financial advisor with LPL Financial in Austin, TX, holding the Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at SCF Investment Advisors and SCF Securities for 15 years, as well as Edward Jones for three years. Gibbons serves as a board member of the Travis Country Homeowners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors through both proprietary and third-party investment strategies.

Dale Huang is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 18 years of industry experience. His career includes positions at J.P. Morgan Securities, Chase Investment Services Corp., Ameriprise, and Waddell & Reed, Inc. In addition to his advisory work, he is involved in insurance sales through various insurance carriers affiliated with W&R Insurance Agencies. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Scott Schaubhut is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 63 designation and has served in various roles including vice president and treasurer of Ivory Slate, Inc., a janitorial franchise company. Schaubhut also maintains a CPA practice specializing in tax preparation, accounting, and payroll. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging a network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

William Waller is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining LPL Financial in 2024, he worked at Agia and VALIC Financial Advisors. 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 investment management services, utilizing various advisory platforms and tools to support its network of over 22,800 advisors.

Richard Pakes is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in interior design, operating Claudia Pakes Design Studio and Luvant Interiors. 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 variety of financial planning and investment management services supported by extensive operational tools and oversees more than $819 billion in discretionary assets across a large network of advisors.

Douglas Dee is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes positions at Edward Jones, North Star Resource Group, and Cetera. He is also involved in individual disability insurance as a secondary business activity. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced advisor tools.

Andrew Vonehrenkrook is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial in Austin, TX. He has been associated with The Perspective Group, LLC and LPL Financial since 2016. Outside of his advisory role, he is involved in tax preparation and accounting services through Graystone Financial Services LLC and participates as a partner in two local businesses, The Groovy Event Co and Austin Connections LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supported by a large network of investment adviser representatives.

Harvey Ford III is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 designations and bringing 59 years of industry experience. His prior roles include positions at Next Financial Group, Inc., JHS Capital Advisors, LLC, and Gunnallen Financial, Inc. He has been with LPL Financial since 2025. 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 with access to various portfolio management strategies and employs technology tools for operational and research support.

David Kincannon is a financial advisor at LPL Financial in Austin, TX, holding the CFP® and ChFC® designations with 19 years of industry experience. Prior to joining LPL Financial in 2024, he worked for MML Investors Services and Mass Mutual Life Insurance Company from 2013 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its advisors with diverse investment platforms and operational tools, serving over 22,800 advisors and overseeing significant discretionary assets.

David Lorio is a financial advisor with LPL Financial in Austin, TX, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial since 2018 and previously spent time at Fidelity and a period of unemployment. 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 services including financial planning, model portfolios, and institutional platforms, with investment strategies implemented via LPL Research models, third-party subadvisors, or customized approaches.

Christopher Coffin is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 credential and 18 years of industry experience. He previously worked at Merrill Lynch and Bank of America, N.A. Coffin is also involved with Coffin Financial Group Powered by LPL Financial. 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 portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Richard De La Garza is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Oppenheimer, Momentum Independent Network Inc., and Hilltop Securities Inc. He is also involved with YaYa Ranch LLC, a business entity used for tax and investment purposes outside of his advisory work. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Cheryl Brown is a financial advisor with LPL Financial in Austin, TX, holding Series 65 and Series 63 credentials and bringing eight years of industry experience. She previously worked for Sunbelt Securities Inc. for seven years and Hewlett Packard Corporation for 21 years. Outside of her advisory role, she manages a separate investment entity known as The Fisher Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including third-party asset management and institutional platforms, supported by extensive advisor resources and a broad suite of financial products.

Jennifer Hollers is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. Her career includes roles at Kestra Advisory Services, SVB Wealth Advisory, USAA Financial Planning Services, and Wells Fargo Investments. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.