Houston, TX Office

Graham Hartley is a financial advisor with LPL Financial based in Houston, TX, holding a Series 63 designation and 29 years of industry experience. His career includes roles at Invesco AIM Private Asset Management, Inc., and Intrua Financial LLC. Hartley is also involved with The Hartley Group LLC, a separate investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Julie Martinez is a Series 66-licensed financial advisor with 20 years of industry experience. She is currently with LPL Financial and has previously worked at Next Financial Group, Visionary Asset Management, Ameriprise, and Stanford Capital 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Elliott Evans is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2009, following earlier roles at Merrill and Citigroup Global Markets. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Laura Rahlfs is a CFP®-designated financial advisor with LPL Financial, based in Houston, TX, and has 34 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. before joining LPL Financial in 2007. Rahlfs also sells term life insurance and long-term care insurance as part of her financial planning services. 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, third-party asset management, and institutional platforms.

Yasemin Tuzun is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She previously worked at Ameriprise for 14 years before joining LPL Financial in 2016. 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 portfolio programs, and institutional platforms, with tools that support a variety of investment strategies across discretionary and non-discretionary accounts.

David Matheson is a financial advisor with LPL Financial based in Houston, TX, holding Series 66, 63, and 65 licenses and bringing 19 years of industry experience. His prior experience includes positions at Invesco Advisers, Crossmark Global Investments, and Catholic Answers, Inc. Outside of finance, he serves as an official scorer for Major League Baseball, reporting statistics for Houston Astros games. 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 institutions. The firm supports its network of advisors with various investment platforms, tools, and non-advisory financial services.

Baptiste Brunner IV is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Alliant Retirement and Investment Services, Agia, Valic Financial Advisors, Edward Jones, UBER, and Wilhelmsen Ships Service. He is also the owner of CEHB Enterprises LLC, a non-investment-related business. 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 supported by various investment strategies and advisor-facing tools, managing over $819 billion in discretionary assets through a large network of advisors.

David Harrison is a Series 66-credentialed financial advisor with 27 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 31 years at Valic Financial Advisors. He is based in Houston, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, retirement plan participants, and institutions. The firm offers various advisory and brokerage services supported by extensive technology and a broad platform of financial products.

Desiree Batiste is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She worked previously at NEXT Financial Group, Inc. for 10 years and has been involved in tax preparation and accounting with H&R Block for over two decades. 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 through a large network of advisors, utilizing diverse strategies and advanced operational tools.

Justin Flowers is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2012 and is also involved in a family ranch business that manages hay and cattle. Outside of advising, he maintains a long-term role with a foundation repair company in Beaumont. 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 wide range of advisory and brokerage services, including financial planning and model portfolios, and supports its advisors with research tools and multiple investment platforms.

Cynthia Shelton is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Securities America Advisors and 1 St Global Insurance Services. In addition to her advisory work, she owns Shelton Consulting LLC and operates Cindy Shelton, CPA, PLLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Kugley is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior experience includes roles at Merrill, First Horizon Advisors, Chase Investment Services, and Valic Financial Advisors. Outside of finance, he has worked as a SAG actor since 2010 and has been involved in local government as a candidate for the Beverly Hills City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions through a broad network of representatives. The firm offers a variety of financial planning and asset management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support a diverse client base.

Shannon Rasberry is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, Rasberry worked at Edward Jones for six years and has experience as an independent consultant in branding and marketing. 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 portfolio programs, third-party asset management, and institutional platforms.

Lance Branch is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with The Branch Group in accounting and tax preparation, and he manages an LLC related to an RV park in Texas. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wendy Chan is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at Oneamerica Securities, American United Life, and Mass Mutual Investors Services. Outside of her advisory work, she operates a professional corporation providing tax preparation and accounting services. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a large network of investment adviser representatives.