Round Rock, TX Heritage Center Cir Office

William Fox is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at First Allied Advisory Services and First Allied Securities, Inc. Outside of his advisory work, he is the managing partner of The Fox Alliance Tax Advisors, LLC, which provides tax preparation and accounting services, and also offers mortgage brokerage services through Fox Mortgage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 research support from LPL Research and third-party subadvisors.

James Baker is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2020. Prior to that, he spent several years with First Allied Advisory Services and related entities. Outside of advising, Baker serves as a board member for the Wilbarger Creek Municipal Utility District and is involved in professional life and executive coaching. 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 retirement plan consulting and brokerage services, with access to model portfolios, third-party research, and technology-driven strategies.

Joshua Renfro is a financial advisor with LPL Financial in Round Rock, TX, holding Series 65 and Series 63 credentials and 14 years of industry experience. His prior experience includes multiple roles at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he owns a tax preparation business and provides mortgage brokerage services. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Maxwell Clark is a CFP® professional with 16 years of experience in the financial advisory industry. He is currently with LPL Financial, where he has worked since 2020, and previously spent seven years at Cetera Advisor Networks and eleven years at Aspect Wealth Management. Outside of his advisory work, he owns two businesses unrelated to investments: Mining Ventures, LLC and Technology Distribution International, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Travis Eaton is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at First Allied Securities, Inc. and Ernst & Young before joining LPL Financial in 2020. Outside of his advisory role, Eaton is involved with The Fox Alliance Tax Advisors, LLC, where he provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL and third-party providers.

Waqar Meyer is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked in various roles across financial and real estate services, including prior positions at First Allied Securities, Austin Wealth Management, and Bayshore Mortgage Funding. Outside of his advisory work, he is involved in mortgage services and serves as a nutritional coach. 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, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven solutions.

Leilani Shortt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior experience includes roles at First Allied Advisory Services and Efficient Wealth Management, as well as work at Texas A&M University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of portfolio management options and research resources.