Dallas, TX Office

David Winston is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2020, he was affiliated with Securities America Advisors, Inc. and Securities America, Inc. for over a decade. He is also the business owner of Express Legal Funding, which provides loans to individuals involved in litigation awaiting settlement funds. 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, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

James Clark is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at firms such as Cetera, BOK Financial Securities, and Stephens. 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 financial planning and asset management solutions, utilizing advisor-supported tools and multiple investment strategies across its extensive network of over 22,800 advisors.

Adriane Domanski is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Delaware Investments from 2016 to 2018 before joining LPL Financial in 2018. Based in Dallas, TX, she has been with her current firm for eight years. 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, including financial planning and model portfolio programs, supported by extensive research and technology tools.

Jay Angotti is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He is currently with LPL Financial and has held prior roles at KPC Financial Solutions, Hilltop Securities, Northern Lights Distributors, Swan Global Investments, and Guardian Life. 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 portfolio management services, utilizing both proprietary and third-party strategies, supported by extensive operational and research tools.

James Shelton is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor firms since 1997 and previously worked at 360 Wealth Management, LLC from 2013 to 2019. 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, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kenley George is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and is based in Dallas, TX. His prior experience includes roles at Hd Vest, First Command Financial Services, and Grove Point Advisors, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both model portfolios and customized strategies.

Ryan Griffin is a financial advisor with LPL Financial based in Dallas, TX. He holds the Series 66 designation and has three years of industry experience, including prior roles at Securities America, Inc. and UBS Financial Services. In addition to his advisory work, Griffin is a commissioned notary in Texas. 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, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

David Price is a financial advisor with LPL Financial based in Dallas, TX. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. Prior to joining LPL Financial in 2025, he worked at PFS Investments Inc for 10 years and has additional experience with Johnson Controls, Inc. and Primerica Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including third-party asset management and institutional platforms.

Reece Morrison is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pfs Investments Inc and Primerica Financial Services. Morrison operates Morrison Wealth Advisory, a DBA for his LPL business. 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 portfolios, third-party asset management, and institutional platforms.

John Ross is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, U.S. Bancorp Investments, UBS Financial Services, and Morgan Stanley. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Valenzuela is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 25 years before joining LPL Financial and establishing Valenzuela Wealth Management. 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 financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Thomas Grier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, PNC Managed Account Solutions, and Morgan Stanley. He is based in Dallas, TX. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers comprehensive financial planning and investment solutions through a large network of advisors, utilizing a variety of portfolio strategies and technology tools.

Benjamin Garrett is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. His prior experience includes roles at Nationwide Investment Services Corporation and several other financial firms. Outside of finance, he owns Garrett Brothers Firewood, a firewood sales business based in Dallas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

Roland Cuellar Jr. is a financial advisor with LPL Financial based in Dallas, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Co, alongside managing his own firm, Cuellar and Associates LLC, since 2016. Outside of his advisory work, he is involved in several business ventures including Diogenes Holdings LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing various investment strategies supported by advisor tools and research.

Jonathan Stearns is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009, following a two-year tenure at Edward Jones. Outside of his advisory work, he is involved with First American Insurance Underwriters as a non-variable insurance agent. 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 portfolio management services, utilizing a broad network of investment adviser representatives who implement various investment strategies across discretionary and non-discretionary accounts.