Optas, LLC

Michael Berger is a financial advisor at Optas, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Optas since 2019, following roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Optas, LLC provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a variety of analytical approaches and integrates investment management with in-house tax preparation and estate-planning support, managing approximately $741 million in discretionary assets as of the end of 2024.

Ryan Hart is a CFP® with six years of industry experience, currently serving as a financial advisor at Optas, LLC since 2019. Prior to joining Optas, he worked at Wells Fargo Advisors and Kern Segal & Murray. He holds a degree from the University of California Berkeley. Optas, LLC provides financial planning, consulting, and discretionary investment management to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs multiple analytical approaches and offers integrated services such as tax preparation and estate planning alongside investment management.

Frederick Glasser Jr. is a financial advisor with Optas, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Optas in 2019. Outside of his advisory work, he is a licensed pilot and manages bill pay operations for several entities unrelated to investment management. Optas, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a variety of analytical approaches and offers a comprehensive service set including tax preparation, estate planning, and specialized investment strategies.

Meghan Railey is a CFP® and holds a Series 66 license with 17 years of industry experience. She has worked at Optas, LLC since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she manages bill pay operations for real estate holdings through Parhelion, LLC. Optas, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a diverse range of analytical approaches and combines investment management with in-house tax preparation and estate-planning support.

Blake Broussard is a financial advisor at Optas, LLC with a Series 65 credential and no prior industry experience. Outside of finance, he is involved in music education as a vocal coach at Hudson's on Mercer Street, a music school and venue in Dripping Springs, TX. Optas, LLC provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a range of analytical approaches and combines investment management with in-house tax preparation and estate-planning support.