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.

Brian Sisto is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley since 2009, including 11 years with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools, supporting a range of services from retail offerings to complex private fund relationships.

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.

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.

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.