Matthew Loughren is a CFP® professional with 20 years of industry experience, currently serving at Mercer Global Advisors Inc. He has held positions at The Vanguard Group, DLG Wealth Management, Etico Partners, and Charles Schwab. Outside of finance, he officiates Division 1 college football games as a referee. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, low-cost index vehicles, and multi-factor tilts, supported by a range of implementation options and additional financial planning services.

Tatiana Preval is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 designations and seven years of industry experience. She has worked in various roles within Charles Schwab entities since 2018 and previously held positions at State Street Inc. and Visiting Angels. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s standard asset-allocation models and internal research tools. The firm emphasizes client-directed trading and periodic reviews tailored to individual goals and risk tolerance.

Ian Winslow is a CFP® and Series 66 licensed advisor with Schwab Wealth Advisory, bringing two years of industry experience. He joined Schwab Wealth Advisory in 2024 after prior roles at Charles Schwab and Advanced Wealth Strategies. Outside of finance, his work history includes positions in education and hospitality. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach relies on Schwab’s asset-allocation models and internal research tools, offering tailored recommendations with client approval on investment decisions.

Kade Christensen is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2026, he worked at The Vanguard Group, Inc. for three years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and research tools developed by Charles Schwab & Co.

Aubrey Socha is a CFP® professional with 12 years of experience in the financial services industry. They currently serve as an advisor with Schwab Wealth Advisory, having previously worked with firms including Fidelity and Capital Advisors, Inc. Their background includes roles at Charles Schwab & Co., Inc. and Quasar Distributors, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s proprietary asset-allocation models and internal research, with investment recommendations tailored to individual client goals and risk tolerance.

Juan Amaya Acero is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has one year of industry experience and has worked at Charles Schwab and Schwab Wealth Advisory since 2024. Prior to his advisory career, he gained experience in the restaurant and insurance industries and spent significant time dedicated to full-time education. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and internal research tools.

Christopher Quintana is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has three years of industry experience, including roles at Charles Schwab and Schwab Wealth Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations guided by Charles Schwab’s asset-allocation models and internal research tools. The firm emphasizes client authorization for trades and offers tailored recommendations reviewed at least annually.

Benjamin Jones is a CFP® professional with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at several firms, including The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach using a combination of active and passive strategies tailored to clients’ risk tolerance and tax circumstances.

Peyton Burke is a CFP® and Series 66 credentialed financial advisor with two years of industry experience. He has been with Charles Schwab since 2024 and has prior experience in education at the University of Colorado Leeds School of Business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

John Pilkinton is a financial advisor with Empower Advisory Group in North Richland Hills, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at USAA, Merrill Lynch, Prudential, and Bank of America. Outside of advisory work, he is co-owner of Zep Tepi Sports, which organizes youth basketball tournaments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm integrates financial planning with Empower’s administrative platforms, focusing on long-term portfolio returns, rebalancing, and clients’ savings rates.

Colton Diehm is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and two years of industry experience. He has been with Schwab Wealth Advisory since 2026 and has prior experience at Charles Schwab & Co. before that. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset allocation models and internal research tools, offering personalized investment recommendations without exercising discretionary trading authority.

Lindsey Toole is a financial advisor with Carson Wealth in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her professional background includes roles at Cetera Advisor Networks, Private Advisor Group, LPL Financial, Northwestern Mutual Investment Management, and Wells Fargo Clearing. Carson Wealth operates as an SEC-registered investment adviser with an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios constructed by an Investment Committee and offering customized solutions including alternative investments and third-party sub-advisory relationships.

Devin Narvaez is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab and Firstmark Credit Union. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Timothy Schuler is a financial advisor at Schwab Wealth Advisory with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Charles Schwab, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm’s services emphasize client authorization for trades and tailored recommendations based on individual goals and risk tolerance.

Justen Smith is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His prior work includes roles at Charles Schwab, Massachusetts Mutual Life, Aflac, and involvement with the UIC Forum and University of Illinois. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Houston Heck is a CFP® professional at Schwab Wealth Advisory with two years of industry experience. Prior to his current role at Schwab, he operated Heck Mowing Services for several years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s services focus on asset allocation and investment selection using Charles Schwab’s standard models and research tools, with tailored recommendations based on client goals and risk tolerance.

Kevin Baumhart is a CFP® with 10 years of industry experience. He is currently with Schwab Wealth Advisory and previously worked at Fidelity Investments and Cresset Asset Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, focusing on personalized asset allocation and investment selection without discretionary trading authority.

Joanne Bolden is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Charles Schwab and The Vanguard Group. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and research tools.

Anish Bamne is a financial advisor at Schwab Wealth Advisory holding Series 63 and Series 66 registrations, with two years of industry experience. He has worked at Schwab in various capacities since 2022 and has prior experience at The Heico Companies and Spanera LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using proprietary asset-allocation models and research tools. The firm emphasizes tailored recommendations without discretionary trading authority and operates on a large scale with formal compliance measures and unique affiliations within the industry.

Tiffany Clark is a CFP® professional with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has held various roles within Charles Schwab entities since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm’s advice is guided by Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with at least annual reviews.