Austin, TX Rialto Blvd Office

Gerald Shaw Jr. is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with Forefront Wealth Partners and also affiliated with Calton & Associates. Shaw owns and operates Seminole Tax Pros, LLC, providing tax preparation and consulting services. Forefront Wealth Partners is a team-based SEC-registered adviser serving individuals, business owners, and corporate clients. The firm offers customized portfolio management, comprehensive financial and estate planning, and integrates related businesses such as tax and insurance services.

Charlotte Pace is a financial advisor with Forefront Wealth Partners based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Forefront since 2024 and previously held roles at Cetera and Calton & Associates. Outside of her advisory work, Pace is involved with Fair Fight Action as a poll attendant and clerk, supporting election processes. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing customized portfolios and a multi-advisor structure that incorporates related businesses and external platforms.

Eric Negron is a financial advisor at Forefront with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has held various roles across Forefront Wealth Partners, Elevated Business Partners, Calton & Associates, and other firms. Negron is also involved in several business ventures including Forefront Tax Partners and Forefront Insurance Partners, where he provides tax preparation and life insurance services, respectively. Additionally, he partners in an IT consulting firm serving financial advisors and hosts an annual conference for advisors. Forefront Wealth Partners is an SEC-registered, team-based advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, estate planning coordination, and cash management services, with a multi-advisor structure that integrates related businesses including tax and insurance partners.

James Alders is a CFP® professional with nine years of industry experience. He is currently affiliated with Forefront Wealth Partners and Principatus Wealth, where he serves as founder and financial planner. He also acts as an executor for his father-in-law's trust and holds a treasurer position. Forefront Wealth Partners is a team-based adviser serving individual, high-net-worth, business, and corporate clients with customized investment management and comprehensive financial planning services, including estate and tax coordination.

Eric Dolin is a financial advisor at Forefront with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Wealth Management and Rembrandt Financial Group. Forefront Wealth Partners is a team-based, SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, using customized portfolios and a multi-advisor structure across numerous offices.

Chad Rixse is a financial advisor with Forefront Wealth Partners in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Calton & Associates and Wells Fargo Advisors. In addition to his advisory work, he is involved with Forefront Tax Partners and Forefront Insurance Partners, where he provides tax preparation and life insurance services. Forefront Wealth Partners is a team-based firm serving individuals, business owners, and corporate clients with discretionary investment management, financial planning, and estate coordination. The firm uses customized portfolios aligned with client-specific policies and integrates related businesses such as tax and insurance services within a multi-advisor structure.