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.

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.