Austin, TX 8303 N Mopac Expressway Office

Edward Aoshima is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2025, he worked at University Federal Credit Union, CUSO Financial Services, LP, and Wells Fargo in various roles. He is also a Premier Banking Relationship Manager at University Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, and institutional platforms supported by advanced operational tools and a broad network of advisors.

Douglas Mayo is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked extensively with CUSO Financial Services and University Federal Credit Union over the past 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jennifer Sugden is a Series 66 licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Morgan Stanley and Merrill, with recent experience at University Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives.

William Grieder is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes fourteen years at Wells Fargo Bank N.A. and four years at University Federal Credit Union. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and operational tools for its network of over 22,800 advisors.

Kelli Miller is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Chase Investment Services, Ameriprise, and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jeffrey Ferraris is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with LPL Financial and has prior experience at University Federal Credit Union, Cuso Financial Services, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Jeffrey Birk is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. He also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, and institutions, offering a range of financial planning and investment options through a large network of advisors.

Emily Russell is a financial advisor with LPL Financial in Austin, TX, holding the CFP® designation and Series 63 and 65 licenses. She has nine years of industry experience, including prior roles at University Federal Credit Union and CUSO Financial Services, LP. Outside of her advisory work, she volunteers as an assistant swimming coach at Southwestern University and owns Russell's Customs Airsoft LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives utilizing a range of discretionary and non-discretionary strategies.

Esau Cruz Quiroz is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo, and University Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various investment strategies and technology tools.

An Do is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, An worked at University Federal Credit Union, CUSO Financial Services, Bank of America, and Wells Fargo. Outside of advising, An is involved with DFCU Financial Partners, a business related to the LPL operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Michael Guthrie is a CFP® credentialed financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at University Federal Credit Union and CUSO Financial Services, LP. Guthrie also manages UFCU Investment Services, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives offering diverse financial planning and investment management solutions.