Edward Aoshima is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and CUSO Financial Services. In addition to his advisory role, he serves as a Premier Banking Relationship Manager at University Federal Credit Union. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Douglas Mayo is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at CUSO Financial Services, LP, and University Federal Credit Union for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jennifer Sugden is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and CUSO Financial Services, L.P., among other firms. Sugden is also involved with the University Federal Credit Union as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kelli Miller is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and has previously worked at firms including J.P. Morgan Securities, Ameriprise, and Cetera. Based in Austin, TX, she began her tenure at LPL Financial and UFCU in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Jeffrey Ferraris is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked with CUSO Financial Services and University Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey Birk is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and University Federal Credit Union. He is also a licensed notary. 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 and services, including financial planning, retirement plan consulting, and model portfolio management.

Emily Russell is a CFP® professional associated with LPL Financial in Austin, TX, with nine years of industry experience. Her career includes roles at University Federal Credit Union and CUSO Financial Services, LP before joining LPL Financial in 2025. Outside of her advisory work, she is a business owner of Russell's Customs Airsoft LLC and serves as a volunteer assistant swimming coach at Southwestern University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a wide range of financial planning and advisory programs, with investment management supported by various model portfolios, research resources, and alternative strategies.

Esau Cruz Quiroz is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo, and University Federal Credit Union. 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, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

An Do is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2025, An worked at University Federal Credit Union and CUSO Financial Services, LP. 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 range of advisory programs, financial planning, and retirement plan consulting, with investment management supported by proprietary research, model portfolios, and third-party subadvisors.

Michael Guthrie is a CFP® professional with 23 years of experience in the financial services industry. He currently works with LPL Financial and has a long tenure at University Federal Credit Union, where he has been involved since 2004. Guthrie also held a position at CUSO Financial Services, LP for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.