Caleb Stafford is a Wealth Management Advisor with the Gerrie Stafford Group at Merrill Lynch Wealth Management in Austin, TX. He specializes in complex planning strategies and employs a goals-based wealth planning process to assist families in achieving their financial objectives. Caleb holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He leverages this expertise to create customized financial and wealth management strategies tailored to his clients’ needs. Before joining Merrill Lynch, Caleb served as an Assistant Vice President at Stillwater National Bank, where he specialized in healthcare and real estate financing. He earned his Bachelor of Business Administration (B.B.A.) from Texas State University. Caleb is active in his community, serving on the board of directors for the Texas Land Conservancy as well as participating in South Austin Little League. In his personal time, he enjoys spending time with his wife Sabrina and their three children, being outdoors, coaching little league, and cooking over a wood fire.

Avery Sriyaranya is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing five years of industry experience. Their background includes roles at Charles Schwab Bank, Schwab & Co., Inc., and various other positions prior to 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s integrated structure supports both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and an established due diligence process for alternative investments.

Colleen Berryman is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at 49 Financial and AXA Advisors, LLC. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s approach blends primarily non-discretionary guidance with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investment due diligence.

Ignacio Martinez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2008 and currently works with Schwab Retirement Plan Services, Inc. since 2016. Based in Austin, TX, his career has centered on retirement plan services within the Schwab organization. Charles Schwab & Co., Inc. 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. The firm’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Michael Menconi is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2008, including time at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. 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. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

Chris Moreland is a Financial Consultant currently working at Fidelity Investments since 2023. He partners with clients to design and execute financial blueprints for their retirement, focusing on developing, implementing, and maintaining comprehensive plans aimed at achieving long-term financial goals. His professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, Sales Supervisor at Kestra Financial from 2011 to 2022, and Financial Planner at Raymond James from 2007 to 2010.

Jason Mcdonald is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC in 2003. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and brokerage services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment strategies.

Maxwell Clark is a CFP® with 16 years of industry experience, currently with LPL Financial since 2020. His prior experience includes roles at Cetera Advisor Networks and Aspect Wealth Management. Outside of advisory, he is a business owner of Mining Ventures, LLC and Technology Distribution International, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad platform including financial planning, model portfolios, third-party asset management, and institutional solutions.

David Duly is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. Based in Austin, TX, he has been with the Schwab organization since 2017. Charles Schwab & Co., Inc. 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. The firm offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational support.

Aaron Myers is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he held various positions in hospitality and retail, including at Mia Italian Tapas & Bar and L'auberge Casino Resort. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Matthew Orgass is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 10 years of industry experience. His career includes roles at TD Ameritrade, Guardian Life Insurance Company, Park Avenue Securities, and Merrill Lynch. He has been with Charles Schwab since 2021. Charles Schwab & Co., Inc. 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 offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Wayne Denson is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked for A. G. Edwards & Sons, Inc. from 2002 to 2008. He holds Series 63 and Series 66 licenses and is based in Austin, TX. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and delivers both brokerage and advisory solutions supported by research and analytics.

Douglas Quint is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Central Texas. He works with families and business owners, leveraging his extensive knowledge and network to provide comprehensive financial strategies. Quint is part of the Special Needs Team in Texas, collaborating with guardians, trustees, and attorneys to assist individuals with disabilities, elderly individuals with dementia, accident victims, and other special needs populations. Quint's expertise includes family wealth management, personal retirement planning, portfolio management, and special needs planning strategies. He holds a Bachelor's degree in Economics with a minor in Government from The University of Texas at Austin. Additionally, he has earned the designations of Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). He is affiliated with the Texas Guardianship Association. Outside of work, Douglas enjoys spending time with his wife and family, as well as outdoor activities such as adventure sports, camping, fishing, football, golfing, hunting, music, and traveling.

Brian Sockow is a Series 66-licensed financial advisor with six years of industry experience, currently with Charles Schwab since 2021. Prior to joining Schwab, he worked at Hantz Financial Services and held roles outside the financial industry at Skyzone and Kohl's. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, supporting investments with multi-asset model portfolios and research from Schwab Center for Financial Research.

Ivan Herrera is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab Bank, Bank of America, and Merrill. Charles Schwab & Co., Inc. 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. The firm offers both non-discretionary advisory services and access to discretionary separately managed accounts, employing multi-asset model portfolios and comprehensive investment research.

Klinton Mc Coy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Charles Schwab since 2009, following three years at TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions with a multi-asset and model portfolio approach supported by centralized custody and operational resources.

Jennifer Brown is a financial advisor at Cetera with the PFS™ and Series 66 designations and two years of industry experience. She is also the president of Jennifer L Brown CPA PLLC, a tax preparation firm offering federal and state tax return services. Brown serves as an oversight council member for the Texas Society of CPAs Austin chapter and holds a part-time controller position at Hunter Concrete Pumping LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Andrew Flores is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. His prior work includes roles in homebuilding and electrical services industries. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Sarah Puckett is a financial advisor at LPL Financial with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2011, following tenures at Wells Fargo Clearing and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered primarily through investment adviser representatives using both proprietary and third-party strategies.

Mason Morgan is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works closely with dedicated Financial Consultants to ensure clients' needs are met and financial plans remain aligned with their goals. He focuses on understanding each client's unique situation and developing customized strategies to support their financial objectives. Prior to his current role, Mason gained experience as a Relationship Manager at Fidelity Investments from 2023 to 2025 and served as a Financial Representative there from 2022 to 2023. This progression reflects his commitment to fostering strong client relationships through trust and personalized service. Outside of his professional work, Mason has interests in baseball, football, golf, movies, and pets.