Elizabeth Ackman is a financial advisor at Edward Jones in Portland, TX, holding CFP® and Series 66 designations with nine years of industry experience. She has been with Edward Jones since 2016. Outside her advisory role, she serves as Vice President and Secretary of Koru Holdings, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over four million clients through a nationwide network of financial advisors and branch offices.

Charles Hrissikopoulos is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with each client's unique financial goals and market conditions. Charles integrates investment insights from Merrill and banking services from Bank of America to support his clients’ financial plans. He holds a Personal Investment Advisor (PIA) designation and earned both a Bachelor's Degree and a Master's Degree from Texas A&M University. Charles is committed to community involvement and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of active participation in the communities served.