Seasoned, charitable trusts / foundations financial advisors 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.

John Greenwood is a financial advisor with Edward Jones in Dubuque, IA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Greenwood is involved in several business ventures, including ownership of an online marketing business and partnership in a real estate rental firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large national network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment options while operating under a fiduciary standard.

Marc Eppinger is a financial advisor at Cascade Financial Strategies in Bend, OR, with six years of industry experience. He holds a Series 65 designation and has previously worked at Eras Wealth Partners LLC, Empower, Personal Capital Advisors Corporation, Fisher Investments, and Aspen Capital. Cascade Financial Strategies serves individuals, trusts, pension and profit-sharing plans, and other business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $151 million across 307 client relationships, offering discretionary investment management with a focus on tailored portfolios, fundamental analysis, and ESG screening when requested.

Kenneth Kline serves as a Private Wealth Advisor and is a founder and leader of the Bono & Kline Group at Merrill Private Wealth Management. He works with ultra-affluent individuals, families, and institutions to develop tailored financial strategies. His approach integrates investment management, trust and estate planning services, philanthropic planning, and access to customized credit and lending through Bank of America, N.A. Within his team, he oversees wealth transfer initiatives and has specialized expertise in philanthropic strategies including family foundations, donor-advised funds, and charitable trusts. Kline began his professional career as the founder and owner of an interstate mortgage and construction company operating in the Mid-Atlantic and Midwest regions. In 2001, he transitioned to wealth management by joining Sanford C. Bernstein (now AllianceBernstein) as a Private Wealth Advisor. After eight years, he moved to Barclays Wealth and Investment Management where he collaborated with the Bono & Kline Group before joining Merrill Private Wealth Management in 2015. He holds a Bachelor of Business Administration with a concentration in Real Estate and Economics from the University of Wisconsin, Madison, and a Master of Business Administration in Finance from the University of Maryland. Kline previously served on the Finance Committee for the Children’s Inn at the National Institute of Health and is a past president of the Estate Planning Council of Montgomery County, Maryland. He lives in Potomac, Maryland with his wife and three children and enjoys skiing, running, hiking, reading, and researching future investment trends.

Christopher Johnson is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2011. In this role, he works closely with a select group of high net worth client families, focusing on understanding their investment philosophies, family communication, future planning, and the purposeful use of their wealth. He has extensive experience within Fidelity Investments, previously holding positions as Vice President and Regional Planning Consultant from 2006 to 2011, Financial Representative III from 2002 to 2006, and Financial Representative II from 2000 to 2002. Prior to joining Fidelity, Christopher was a Financial Advisor at Morgan Stanley Dean Witter from 1998 to 2000. Outside of his professional career, Christopher enjoys outdoor activities and hobbies including camping, attending concerts, cooking and baking, hiking, and skiing.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.