Plano, TX Office

Ryan Edwards is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he has held positions at UrbanFootprint, Ekata, Unearth Technologies, Princeton University, and University of Tennessee Chattanooga. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various strategies and advisor tools to support client account management.

Joseph Williams is a financial advisor at LPL Financial with 30 years of industry experience. He has held securities licenses Series 63 and Series 66 and has been with LPL Financial since 2005. Williams is also involved with Anchor Retirement Services Inc. and operates Anchor Advisors, Inc. in Plano, TX. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Jun Tang is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held prior roles at Cetera, Cathay Bank, Capital One Advisors, and USAA Financial Advisors. Tang operates under LPL’s network in Plano, TX. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Randy Matthews is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Merrill, Chase Investment Services, Citigroup Global Markets, and Morgan Stanley. He also sells fixed insurance products as a general agent through Crump Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Jessica Colston is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has previously worked at SageSpring Wealth Partners, Cetera Wealth Services, CETERA Advisor Networks, Carson Group, and HD Vest Investment Services. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Juliann Chapman is a CFP® professional affiliated with LPL Financial in Plano, TX, with 23 years of industry experience. Her prior roles include positions at FSC Securities Corporation, OSAIC, The Legacy One Group, and Advantage Capital Corporation. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Travis Haukedahl is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including Western International Securities, J.P. Morgan Securities, and Chase Investment 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 portfolios, third-party asset management, and institutional programs.