Larry Quick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1997. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Matthew Raggio is a financial advisor at Ameriprise Financial Services, LLC, holding Series 63 and Series 66 securities licenses. He has less than one year of industry experience, with prior roles at Charles Schwab & Co., Inc. and The Michaels Organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Julia Coffey is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Austin, TX. She has seven years of industry experience and has held roles at Edward Jones and Baylor University. Additionally, she serves as Vice President of Master Networks in McKinney, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Ty Robben is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Merrill and Morgan Stanley Private Bank. He has also worked in the Chicago Mayor's Office and in university catering. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services based on structured discovery conversations and firm-approved tools.

Richard Keenan is a Series 66 licensed financial advisor at Raymond James & Associates with 13 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Keenan is involved in two businesses: he is the owner of Fieldwise Connect, a digital asset initiative, and a partner in P&L Outfitters, where he occasionally leads outdoor hunting and fishing trips. 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, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

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.

Kathryn Caldwell is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 65 and Series 63 designations and previously worked at LPL Financial LLC and II Technology, LLC, as well as ESPN. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques such as Monte Carlo simulations.

Leroy Chambers is a financial advisor with Merrill in Austin, TX, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Matthew Kocsis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. In addition to his advisory role, Kocsis is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of portfolio management options and employs both proprietary and third-party strategies tailored to client objectives.

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 in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at TD Ameritrade and Charles Schwab, among other firms. His outside interests include a nominal ownership stake in a family-owned restaurant group. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, offering clients a range of advisory and brokerage capabilities.

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.

Brian Sisto is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and modeling techniques in its financial planning process.

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 five years of industry experience. Avery has worked at Charles Schwab & Co., Inc. since 2020 and Charles Schwab Bank, SSB since 2025. Prior to joining Schwab, Avery’s background includes roles in various industries such as retail and manufacturing. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and access to discretionary separately managed accounts, supported by centralized operations and a multi-asset investment approach.

Colleen Berryman is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Charles Schwab since 2020, including time at Charles Schwab Bank SSB, and previously held positions at 49 Financial, AXA Advisors, LLC, Stewart Title Company, and Austin Title. 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 affiliated discretionary SMAs and offers a multi-asset model portfolio investment approach supported by dedicated research and alternative investment options.

Matilda Corera is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements with employers.