Andrew Bushong serves as a Senior Financial Advisor with The Hill Country Group at Merrill Lynch Wealth Management. He focuses on financial planning, portfolio management, and estate planning strategies, advising clients on both sides of the balance sheet and managing assets and liabilities to support their financial goals. Andrew brings experience from two decades in medicine, real estate, and technology, applying this background to help deliver goals-driven results. His team, recognized by Forbes as one of the "Best in State" wealth management teams in Texas for 2023 and 2024, emphasizes client-centered service and community involvement. He holds a bachelor's degree from the University of Houston System and maintains the Personal Investment Advisor (PIA) designation. Andrew has lived in Austin for over 30 years with his wife and is active in community organizations, including Northwest Community Church, YoungLife, Bless.World, Family Legacy, Partnerships for Children, and The First Tee. His personal interests include golfing, hiking, and skiing.

Steven Latterman is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been providing wealth management advice and services to high net worth families since 1994. Steven co-founded Alpha & Omega I.C.S., a software development company for large distribution centers, before joining his father at what was then Advest. His professional experience includes navigating the sale of his business and transitioning to a new career, which informs his approach to helping clients manage life’s financial transitions. Steven’s areas of expertise include family wealth management strategies, legacy planning, charitable planning, tax minimization, and retirement planning, with a focus on planning-based "WealthCare" strategies. He holds the designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA). Steven earned a Master of Science in Industrial Administration (MBA) with Distinction from Carnegie Mellon University and a Bachelor of Science in Engineering, summa cum laude, from the University of Pennsylvania. Outside of his professional work, Steven is involved with the Jewish Federation of Greater Pittsburgh. His personal interests include cooking, football, scuba diving, skiing, spending time with family, and traveling.