CFP®-certified financial advisors working with biotech professionals in Texas

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CoreCap Advisors and Cambridge Investment Research. Outside of his advisory role, he is the founder of Frontier Wealth Management and works as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million for around 724 clients through a team of eight advisors. The firm offers financial planning, discretionary portfolio management, and estate-planning consulting, tailoring investment advice to clients’ objectives and risk tolerances primarily through mutual funds and ETFs.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. 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 mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Rajiv Eluthesen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2010 after graduating from the University of California at Berkeley's Haas School of Business. Rajiv works collaboratively with clients across various stages of their financial lives, developing tailored wealth management strategies to support retirement, education planning, stock options, and RSUs management, among other goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification and Personal Investment Advisor designation. Rajiv's professional expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income strategies. He is a member of the Peninsula Velo cycling team. Outside of his professional work, Rajiv enjoys cycling, ski trips, hiking, camping, cooking, reading, and spending time with his family. He has combined his interests in travel and cycling through activities such as riding from Barcelona to France.

Mark Young believes that wealth management is about more than just numbers—it’s about sleeping better at night. As the founder of Clearview Financial, Mark utilizes his dual expertise as a CPA and CFP® to strip away the complexity of financial planning, providing his clients with a clear, tax-efficient roadmap toward their goals. With a career spanning over 40 years, Mark has navigated every type of market cycle. This depth of experience allows him to offer a seasoned perspective that is rare in today’s fast-paced world, ensuring that every strategy is stress-tested for long-term success. His philosophy is simple: put the client’s interest above all else and focus on the “peace of mind” that comes from careful planning and rigorous review. A lifelong San Diegan, Mark is an alumnus of San Diego State University (’83) and Torrey Pines High School (’78). He and his wife are the proud parents of three adult children. When he is not in the office helping clients achieve financial freedom, Mark stays active on the pickleball courts, hiking local trails, or traveling the world with his family.

Wealth Script Advisors offers a wealth management experience unlike any other, designed specifically for tech professionals. With 12 years of experience in the financial advisory industry and certifications such as CFP®, CFA®, and Enrolled Agent, we bring a comprehensive understanding of the unique challenges of equity compensation, concentrated investments, tax strategy, and real estate. Our expertise is rooted in a deep knowledge of the tech sector, allowing us to craft strategies that address the complexities of your financial world while simplifying the path forward. Three key pillars truly separate us from the rest: First, our deep expertise in working with tech professionals. We understand the intricacies of your compensation structures and have the experience to help you maximize wealth while managing the tax implications. Second is our personalized investment experience, which focuses on customization and driving utility. Third, we offer a white-glove boutique experience. Our firm combines the personalized attention of a small, exclusive practice with the expertise and resources of a much larger firm, ensuring that every interaction is seamless and tailored to your specific needs. At Wealth Script Advisors, we’re committed to delivering strategic, thoughtful advice with an unwavering focus on your long-term financial success. Whether you’re navigating equity compensation, building wealth through real estate, or looking for a partner to guide you through life’s financial milestones, we provide the kind of individualized attention that ensures you feel supported and confident every step of the way.

Soumyalakshmi Parasuraman is a CFP® and holds a Series 66 designation, with three years of industry experience. She has worked at Griffin Black, LLC since 2025 and previously held roles at J.P. Morgan Wealth Management, Merrill Lynch, and Bank of America. Outside of her financial advisory work, her background includes entrepreneurial ventures with Ascendency Interlinks Pvt Ltd and Ennsignn Advisory Services Pvt Ltd. Griffin Black serves individuals, retirees, executives, professionals, entrepreneurs, and small business owners, with experience assisting Silicon Valley technology and bio-tech professionals as well as clients with cross-border or international ties. The firm offers Holistic Wealth Management, Investment Management, and ongoing financial planning, tailoring investment programs to clients’ goals and risk profiles.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.