Austin, TX Office

James Mc Daniel is a financial advisor at Arax Advisory Partners with 10 years of industry experience. He previously worked at U.S. Capital Wealth Advisors for nine years and held positions at Commonwealth Financial Network and Austin Financial Partners. Outside of advising, he is involved in selling fixed insurance products on a limited basis. Arax Advisory Partners is an SEC-registered multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried interest structures for certain qualified investors and private funds.

Bryan Prihoda is a financial advisor at Arax Advisory Partners with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at US Capital Wealth Advisors and USCA Asset Management LLC. Outside of his advisory work, he is involved in avocado production and commercialization through roles as director and co-CEO in avocado-related businesses. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and external portfolio management along with tailored asset allocation, and offers a range of financial planning and advisory services.

Morris Gottesman is a financial advisor at Arax Advisory Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Gottesman serves on the advisory board of Jon Brumley Texas Venture Labs at the University of Texas and is involved with nonprofit organizations including the Anti-Defamation League and HeartGift. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal and external investment resources and offering unique performance-based fee arrangements for qualified investors.

Ashley Giles is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Arax Advisory Partners. Prior to joining Arax in 2026, she worked for U.S. Capital Wealth Advisors, LLC for five years and has been associated with USCA Securities LLC since 2015. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, combining internal portfolio management with third-party models and external manager relationships to meet client objectives.

Kenneth Cooper is a financial advisor with Arax Advisory Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at U.S. Capital Wealth Advisors, Commonwealth Financial Network, and Carr Riggs & Ingram, where he became a partner emeritus. Outside of advisory activities, Cooper serves as a managing member of Cooper Capital Advisors, LLC. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets for individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and offers services including financial planning, portfolio management, and retirement plan consulting.

Taylor Parsons is a financial advisor at Arax Advisory Partners with one year of industry experience. Prior to joining Arax, he worked at U.S. Capital Wealth Advisors and USCA Securities. He served for ten years at Blue Blood Perfusion Group/Comprehensive Care Services. Parsons is Executive Director of The Carroll and Marguerite Wheeler Foundation. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning and portfolio management, using a combination of internal management, third-party models, and tailored asset allocation.

Jon Meyer is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at US Capital Wealth Advisors LLC, Profutures, Inc., and Halbert Wealth Management, Inc. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives and offers a variety of advisory and financial planning services.

Bradley Slater is a financial advisor with Arax Advisory Partners in Austin, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at USCA Securities LLC, U.S. Capital Wealth Advisors, SALI Fund Services, and Lion Street Financial. Arax Advisory Partners is an SEC-registered, multi-team wealth management firm managing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to private funds, with a focus on combining internal management, third-party models, and tailored asset allocation.

Timothy Myers is a financial advisor at Arax Advisory Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including U.S. Capital Wealth Advisors, Wells Fargo Clearing, and Citigroup Global Markets. Myers is also affiliated with USCA Securities LLC as a registered representative. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Derek Su is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of his advisory role, he is a minority owner of a restaurant business in the Austin area. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

James Gilley Jr is a financial advisor with Arax Advisory Partners in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has previously worked at U.S. Capital Wealth Advisors, LLC and is involved with USCA Municipal Advisors LLC, providing municipal financial advisory services. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Chase Abshier is a financial advisor at Arax Advisory Partners in Austin, TX, holding a Series 65 designation with eight years of industry experience. Prior to joining Arax in 2026, he worked at US Capital Wealth Advisors LLC for eight years. His background also includes roles at Texas A&M Aquatics and Texas A&M University. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of advisory and portfolio management services through a combination of internal management and third-party strategies.

Clifford Mctee III is a CFP® professional with 40 years of experience in financial advisory roles. He currently serves at Arax Advisory Partners and has held previous positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Outside of financial advising, he is a general contractor and owner of Ford Build LLC and serves as an arbitrator for FINRA. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services including portfolio management, financial planning, and retirement consulting, employing both internal and external asset management strategies.

Kelly Cooper is a CFP®-designated financial advisor with 13 years of industry experience, currently with Arax Advisory Partners since 2026. He previously worked at U.S. Capital Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, Cooper provides fixed insurance solutions to clients as an agent. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is noted for its use of performance-based fee arrangements and carried-interest structures.

Blake Mctee is a Series 66 licensed financial advisor with six years of industry experience, currently with Arax Advisory Partners. His background includes roles at USCA Securities LLC, U.S. Capital Wealth Advisors, LLC, Wells Fargo Clearing Services LLC, and service in the U.S. Air Force. He is also a flight commander and special warfare officer with the Texas Air National Guard. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and tailored asset allocation to meet client objectives, employing a variety of fee structures including performance-based arrangements for certain qualified investors.