San Antonio, TX Office

Ross Van Klaveren is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, USAA Investment Management Company, and A. G. Edwards & Sons. In addition to his advisory work, he is involved with Juniper Business Services & Solutions, a tax preparation and accounting firm where he contributes to estate planning. 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 wide range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Jacky Phan is a Series 65-licensed financial advisor with LPL Financial in San Antonio, TX, and has four years of industry experience. Prior to joining LPL Financial in 2025, Phan worked at Ulrich Consulting and Investment Group, LLC, CapFinancial Partners, LLC (CAPTRUST), Covenant, and was affiliated with the University of Texas at San Antonio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, using a mix of discretionary and non-discretionary strategies supported by research tools and machine-learning applications.

Jorge Cantu is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at SWBC Investment Company, Victory Capital, USAA Financial Advisors Inc., and Chase Investment Services Corp. He is based in San Antonio, TX. 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, supported by technological tools and a large network of over 22,800 advisors.

Diane Edwards is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior positions include roles at Kovack Advisors, UBS Financial Services, and Edwards/Olsen Financial Services. Outside of her advisory work, she is involved in managing her own investment-related businesses affiliated with LPL Financial. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

William Davis III is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at International Bank of Commerce, Air Force Federal Credit Union, Infinex Investments, and Avantax Advisory Services. Outside of advising, he is involved with DOUBLE D BAR RANCH, LLC, a business unrelated to 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 and institutional platforms, with investment approaches that include model portfolios, third-party subadvisors, and customized strategies.

Allyn Edwards is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. Prior to that, he was with Kovack Advisors Inc. and Kovack Securities Inc. for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Jessica Abrego is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials. Her career includes roles at SWBC Investment Company, Advisor Group, Merrill Edge, Charles Schwab, and USAA Investment Services Company. 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, and institutional platforms, with advice delivered through a network of investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Aracely Corpus is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and four years of industry experience. Her background includes roles at Waddell & Reed, Inc., Albert Torres, and Northside Independent School District. 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 portfolio programs, and institutional platforms, supported by extensive technology and a broad network of advisors.

Meliora Rosin is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining LPL Financial in 2024, she worked at Ameriprise Financial Services, NYLIFE Securities LLC, New York Life Insurance Co, and Strategic Grouping. Outside of finance, she is involved with the Earl Cobb Dance Studio. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a large network of over 22,800 advisors.