Nicholas Carlin is a CFP® and ChFC® with 22 years of industry experience. He is the founder of Carlin Wealth Management Group, LLC, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory work, he is the president and CEO of Monaco Car Club, an exotic car share business, and serves as board member and treasurer for the Down Syndrome Association of Central Texas as well as a board member for the Parkside Mueller Board. Carlin Wealth Management Group, LLC is an SEC-registered adviser providing discretionary and non-discretionary managed accounts and financial planning to individuals and high-net-worth clients. The firm utilizes model-based portfolios focusing on ETFs and equities from third-party money managers, employing strategies including asset allocation and dollar-cost averaging, with an emphasis on risk screening and orderly trade execution.

Teresa Jammal is a financial advisor at Carlin Wealth Management Group, LLC with eight years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Principal Life Insurance Company, and Principal Securities Inc. Before entering the financial services industry, she was involved with Pubcrawler of Austin, Emler Swim School, and Top Shelf Events. Carlin Wealth Management Group, LLC serves individual and high-net-worth clients with discretionary and non-discretionary managed accounts and financial planning services. The firm focuses on model-based portfolios emphasizing ETFs and equities, employing third-party money managers and using block trades for execution.