Conroe, TX Office

Daniel Helmer is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He is based in Conroe, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by internal and third-party research.

Glen Starr is a financial advisor with LPL Financial in Conroe, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory work, he is involved in ranching and farming, including the purchase and sale of livestock, and co-owns a small business related to quilt-making products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various investment management options.

Terry Karch is a financial advisor at LPL Financial with 31 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 65 credentials. 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.

Christopher Jones is a financial advisor with LPL Financial in Conroe, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Cetera Advisors LLC for six years before joining LPL Financial in 2019. Outside of his advisory work, Jones operates CJWM Financial LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Dennis Blackwell is a financial advisor with LPL Financial in Conroe, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he has authored written material since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research resources, and technological tools.

Dean Scott is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at ConocoPhillips and Concho Resources. He is involved in managing Scott Strategic Investments, an entity related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Djuro Majstorovic is a financial advisor with LPL Financial in Conroe, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Agia for three years and Valic Financial Advisors Inc. for ten years. Outside of his advisory role, he is a business owner of Thrive Woodlands, LLC, a non-investment-related enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios and research from LPL Research and third-party subadvisors.