San Antonio, TX 13750 San Pedro Ave. Office

Leticia Sanchez is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and bringing 18 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc. and various insurance carriers serving W&R Insurance Agencies. 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, supported by advanced research and operational tools.

Corey Ford is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. for four years. Outside of finance, Corey has experience in the food service industry, including roles at Torchy's Tacos and Snooze Eatery. 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, supported by advanced research and operational tools.

Christopher Hall is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Pontem LLC, Waddell & Reed, Inc., and various insurance carriers related to W&R Insurance Agencies. Hall also manages non-variable insurance activities and is associated with a business entity for tax and investment purposes. 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 broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced advisor tools and a diverse platform that integrates advisory and non-advisory financial services.

Felipe Sanchez is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 11 years with Waddell & Reed, Inc. and various insurance carriers. Sanchez operates a DBA related to his LPL business and is associated with an investment-related entity, Associates of Clifton Park. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Yuhui Chang is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining LPL Financial in 2021, Chang worked at Waddell & Reed, Inc. and various insurance carriers. Chang is also affiliated with The Institute of Management Accountants. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lauryn Donnelly is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Capital Group/American Funds and Centennial Bank. 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.

Marijean Hansen is a CFP® professional affiliated with LPL Financial, with 44 years of experience in the financial services industry. Her career includes tenures at firms such as Waddell & Reed, Inc., Wells Fargo Clearing, and Citigroup Global Markets. She is based in San Antonio, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

David Ballard is a financial advisor at LPL Financial with 34 years of industry experience. He holds the ChFC® and Series 63 credentials. Prior to joining LPL Financial in 2021, he held roles at Waddell & Reed, Inc. for 30 years and has been involved with Trinity Baptist Church and Biblical Leadership For Excellence in various capacities over the past decade. 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 access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Kay Flores is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2023, Flores worked with The Insurance Solutions Experts and Northwestern Mutual Investment Services. Flores is also a commissioned notary public in San Antonio. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

William Fox is a ChFC® credentialed financial advisor with 39 years of industry experience, currently with LPL Financial since 2020. His prior roles include positions at First Allied Advisory Services and New England Securities. Outside of his advisory work, Fox provides mortgage brokerage services through Fox Mortgage 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 programs and platforms, combining large-scale financial activities with investment management services.

Clayton Munal is a Series 66 licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. His prior experience includes roles at Waddell & Reed Inc and involvement with BNI-Ambassadors of Success, where he also served as a nonprofit board member. Munal is a co-owner of Texas Treasures & Unique Finds, a business related to investments. 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.

Paul Foley Jr. is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at River Crossing POA, The Lighthouse Team LLC, Waddell & Reed, and Ameriprise. He is a managing member of The Lighthouse Team LLC, an entity formed in conjunction with a team at Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm offers a range of financial planning and asset management solutions delivered through a large network of advisors using various investment strategies and technological tools.

Carolyn Abshier is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has worked previously with Waddell & Reed, Inc., various insurance carriers, and ran The Lighthouse Team LLC. Her other business activities include managing a non-variable insurance entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by both proprietary and third-party investment strategies.

Betty Vargas is a CFP® professional with 40 years of experience in the financial industry, currently associated with LPL Financial. She has a long career including roles at Waddell & Reed, INC. and a partner position at Financial Wellness Solutions, where she is involved in tax preparation and planning. Vargas also manages Pontem LLC, a business entity related to her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by advanced operational tools and a large network of advisors.

Paul Renfro is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and bringing four years of industry experience. He previously worked at First Allied Securities, Inc., Lone Star Bullion, and CollegePlus/Lumerit. 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 delivered through a large network of investment adviser representatives using various strategies, including model portfolios and third-party subadvisors.