Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Alexander P
Series 66
Austin, TX
Meridian Wealth Advisors, LLC
Alexander Price is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked at Dimensional Fund Advisors for eight years and Raymond James and Associates for four years. Meridian Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services, combining fundamental analysis, modern portfolio theory, and risk management, with a team of nine advisors managing approximately $1.45 billion.
Joshua G
Series 66
Austin, TX
Meridian Wealth Advisors, LLC
Joshua Galatzan is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Meridian Wealth Advisors since 2015. Meridian Wealth Advisors provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm employs discretionary, model-driven portfolio management emphasizing long-term strategies and risk management, and is noted for its use of derivatives and private placement consulting.
Sophie B
CFP®, Series 66
Austin, TX
Meridian Wealth Advisors, LLC
Sophie Brooks Ames is a CFP® with 12 years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC. Her previous roles include positions at Northern Lights Distributors, LLC, Sage Advisory Services, Ltd Co., and AXA Advisors, LLC. She holds the Series 66 designation and works out of Austin, TX. Meridian Wealth Advisors, LLC is an SEC-registered firm that provides comprehensive wealth management services to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm manages approximately $1.45 billion through a team of nine advisors, employing a disciplined investment approach that integrates fundamental analysis, modern portfolio theory, and risk management across a diverse range of instruments.
Kerwin P
Series 63
Austin, TX
Meridian Wealth Advisors, LLC
Kerwin Price is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 63 designation with 37 years of industry experience. He worked at Raymond James & Associates, Inc. for 21 years before joining Meridian Wealth Advisors in 2018. Meridian Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services and employs an investment approach that integrates fundamental analysis, modern portfolio theory, and risk management, utilizing model portfolios with flexibility for tactical adjustments.
Meagan M
CFP®, Series 63, Series 66
Austin, TX
Meridian Wealth Advisors, LLC
Meagan Moll is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC in Austin, TX. She has been with Meridian Wealth Advisors for a total of 10 years across multiple roles. Meridian Wealth Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm focuses on discretionary, model-driven portfolio management emphasizing long-term strategies and risk management, and it offers a range of specialized services including private placement and pension consulting.
Edward B
CFP®
Austin, TX
Meridian Wealth Advisors, LLC
Edward Budd is a CFP® professional with four years of experience in wealth management. He is currently with Meridian Wealth Advisors, LLC, having joined the firm in 2026. His prior roles include positions at Oxbow Advisors, LLC, CWM, LLC, Carson Group, and Regions Bank. Meridian Wealth Advisors, LLC provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm emphasizes long-term, model-driven portfolio management with an active use of derivatives and lending strategies uncommon among peers.
Angela C
Series 63, Series 65
Austin, TX
Meridian Wealth Advisors, LLC
Angela Cruz is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. from 2013 to 2017. Outside of finance, she owns and operates a small business selling decorated sugar cookies. Meridian Wealth Advisors, LLC serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, managing approximately $1.45 billion across a team of nine advisors. The firm employs a comprehensive wealth management approach that integrates fundamental analysis, modern portfolio theory, and risk management, offering a range of investment strategies including discretionary portfolio management and private placement consulting.
Jacqueline G
CFA®, Series 63, Series 66
Austin, TX
Meridian Wealth Advisors, LLC
Jacqueline Gordon is a CFA® charterholder with eight years of experience in the financial industry. She currently serves as an advisor at Meridian Wealth Advisors, LLC, where she has worked since 2016, including a prior role at Fidelity Investments. Meridian Wealth Advisors, LLC is an SEC-registered firm managing approximately $1.45 billion for over 300 clients. The firm offers comprehensive wealth management services to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, using a disciplined investment process that incorporates fundamental analysis, modern portfolio theory, and risk management.
Brian N
Series 66
Austin, TX
Meridian Wealth Advisors, LLC
Brian Noonan is a financial advisor with Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Meridian in 2019. He serves as a member of the Limited Partner Advisory Committee for Greenridge Growth Partners, a private equity firm, where he provides advisory feedback on fund-level decisions without compensation. Meridian Wealth Advisors is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services, utilizing fundamental analysis, modern portfolio theory, and risk management, with a range of investment instruments and notable use of derivatives and account-level borrowing in separately managed accounts.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters