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.

Robert Brewer is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at several notable firms including Bank of America and Merrill Lynch. Outside of finance, his prior experience includes roles at Golf Live Corp, Holy Kombucha, and Big Easy Bucha LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client outcomes.

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.

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.

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 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.

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.

Ayush Vajhala is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has been with Cetera Investment Advisers LLC since 2025 and Cetera Wealth Services, LLC since 2024. Outside of his advisory role, he is also involved with North Star Resource Group, providing financial services including life insurance and financial planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Kathryn Caldwell is a financial advisor at Morgan Stanley in Austin, TX, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at LPL Financial LLC and II Technology, LLC, and has a background that also includes nine years at ESPN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker‑dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and models developed by its Global Investment Committee.

Leroy Chambers is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, 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 supported by its Chief Investment Office and third-party managers, serving individuals, high-net-worth clients, pension 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.