Jennifer Elliott is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership through Team Elliott LLC. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets and offers a range of advisory, brokerage, and insurance solutions. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Justin Bertelson is a financial advisor at Charles Schwab in Austin, TX, with 15 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2011. Outside of his advisory role, he provides daily assistance for a wheelchair-bound individual. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Ronald Ciani is a financial advisor with Raymond James Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2002 and Raymond James Financial since 2009. Outside of his advisory role, he owns and operates Ciani Financial, which provides tax planning, preparation, and business consulting services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary advisory services supported by analytical tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Matthew Taheri is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, BBVA-affiliated companies, and University Federal Credit Union. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and centralized custody and brokerage services.

Austin Bult is a financial advisor with Charles Schwab and Co., Inc. in Austin, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Equitable Advisors and leadership of a digital marketing firm. He is also the CEO of CuratePro, a software company developing AI tools for automated content curation and LinkedIn posting. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through a broad range of advisory, brokerage, and managed-account services, combining non-discretionary advice with access to affiliated discretionary portfolios and a formal alternative investment platform.

Mandy Savage is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She previously worked at Ameriprise for 25 years and at OSAIC for one year. Outside of her advisory role, she serves as a notary public and is involved in the sales and service of fixed insurance and annuities through her own agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm supports its network of over 22,800 advisors with research-driven model portfolios, third-party management, and a variety of institutional platforms.

Logan Lepe is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and 21 years of industry experience. His career includes roles at University Federal Credit Union, Cuso Financial Services, and several brokerage firms. He is also involved with UFCU Investment Services as an affiliated business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Adam Gerrie is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and has a bachelor's degree from the University of Texas System. Adam transitioned into financial advisory after a career in Event Marketing at YETI. He brings an analytical mindset and a relationship-driven approach to his work, focusing on helping clients achieve their long-term financial goals. He is a member of Merrill Lynch and is based in Austin, where he lives with his wife, Brooke.

Benjamin Arney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Life Insurance Company and MML Investors Services LLC. Outside of finance, Arney owns and oversees operations at Mint Moving Company and works as a part-time soccer coach providing one-on-one training sessions for children. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services that are generally non-discretionary, supported by comprehensive research and a range of portfolio management strategies.

Ruchir Elhence is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Equitable Advisors since 2017, previously associated with Axa Advisors and the University of Texas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Andrew Ely is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms including Equitable Advisors and Florida Financial Advisors/Trinity Wealth Securities. Ely is based in Austin, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Christopher Bowen is a financial advisor with Charles Schwab in Austin, TX, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2015, including a role at Schwab Retirement Plan Services, Inc. from 2015 to 2018. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and a formal alternative-investment onboarding process.

Matthew Raggio is a financial advisor with Ameriprise Financial Services, LLC, holding Series 66 and Series 63 licenses. He is based in Austin, TX, and has been in the industry since 2024, with prior experience at Charles Schwab & Co., Inc. and Reynolds and Reynolds. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Irwin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various educational roles within Texas school districts, including Leander ISD, Midlothian ISD, and Duncanville ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Jordan Allen Coles is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, he worked in education and the service industry, including roles at TopGolf Austin and Priority Roofing. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary advice and access to affiliated discretionary separate managed accounts. The firm’s scale and integrated structure support a broad client base with centralized supervisory, custody, and order-routing operations.

Erika Greathouse is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2015 and also assists Dr. Barbara Shaw Alford with bookkeeping and credentialing tasks. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a range of alternative investment options.

Tabrez Papa is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, focusing on wealth management strategies. He holds the professional designation of Personal Investment Advisor (PIA), which reflects his commitment to investment advising and client service. Tabrez completed his high school education through RICH Township, earning a High School Diploma/GED. No additional information regarding personal interests or community involvement has been provided.

Angus Wynne is a financial advisor with J.P. Morgan Securities based in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at TD Ameritrade, Charles Schwab & Co, and JPMorgan Chase Bank, N.A. He is a partial owner of a family restaurant business, which is held in trust with no active management responsibilities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary advice focused on asset allocation, investment manager selection, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Gregory Rollo is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Dirk Ballast is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab in 2023, his work history includes roles in healthcare, retail, and education. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes a multi-asset model portfolio approach supported by Schwab Center for Financial Research due diligence.