Katy, TX Katy Fwy Office

James Barnett is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers from 2005 to 2021, and has operated his own entities, including CSS455 LLC. James also maintains an insurance agent role related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources across discretionary and non-discretionary programs.

Austin Muehlenbrock is a financial advisor at LPL Financial with a Series 66 credential and four years of industry experience. His prior roles include positions at Blue Maple Financial and various non-financial organizations, including 1836 Steakhouse and Camp Balcones Springs. 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 retirement consulting, supported by research from LPL and third-party subadvisors.

Samuel Valerio is a financial advisor with LPL Financial in Katy, TX, holding the Series 63 and Series 66 credentials and possessing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Ameriprise Financial Services. Valerio is also involved in insurance sales through various carriers for W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from internal and third-party providers.

George Rockley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience including service in the United States Navy and work at the United States Marshal Service. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, research, and various investment strategies.

Stephen Hernandez is a financial advisor with LPL Financial in Katy, TX, holding Series 63 and 66 designations and 15 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. from 2016 to 2024. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management.