Alexis Bonder is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with two years of industry experience. Prior to joining Schwab, Alexis worked at Fidelity Investments and FB Credit Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and research tools. The firm’s associates recommend investment allocations and conduct at least annual account reviews, while the final trading decisions remain with clients.

John Wheldon is a financial advisor at Schwab Wealth Advisory, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Schwab, he worked at Nordstrom and the University of Washington-Seattle. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations using Schwab’s standard asset allocation models and research tools, with final trading decisions made by clients.

Kyle Bosworth is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. He has worked at Schwab Wealth Advisory since 2022 and has been with Charles Schwab since 2020. His prior experience includes roles with Compass Group USA and the University of Texas Rio Grande Valley in both athletics and biology departments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across a range of asset types. The firm’s approach involves using Schwab’s research tools and standard asset allocation models, with clients retaining final decision-making authority.

Brian Armstrong is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with CWM, LLC, where he has worked since 2018, and also leads Armstrong Purselley Wealth Management Group, a financial services practice. His career includes roles at Cetera, First Financial Equity Corporation, and National Planning Corporation. Armstrong has ownership interests in business ventures outside of advisory services, including a commercial building ownership entity. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary, model-portfolio approach managed by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools. CWM emphasizes retirement-plan services, fiduciary processes, and operational features such as lead-generation and trust administration offerings.

Robert Howell is a CFP®-certified financial advisor with six years of industry experience. He currently works at Schwab Wealth Advisory and previously held roles at Morgan Stanley and Merrill Lynch. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, providing services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Kaitlyn Kirchhoff is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Charles Schwab, and she has also been involved with the B'Nai Preschool and The Common Good. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations, with clients retaining final trading decisions.

Michael Mayne is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Neuberger Berman and Freddie Mac before joining Schwab Wealth Advisory and Charles Schwab in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many other enterprise wealth managers.

Shane Montejano is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Bank of the West, and BancWest Investment Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations primarily based on Charles Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Ricky Grunden Sr. is a CFP® with 23 years of industry experience, currently with Allworth Financial, L.P. since 2026. Prior to joining Allworth, he operated Grunden Financial Advisory for 24 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, employing both discretionary and non-discretionary asset management and utilizes technology to manage held-away employer retirement accounts.

Bao Vo is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Westlake, TX. His prior roles include positions at Charles Schwab & Co., Inc., TD Ameritrade, and experience running a small business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm delivers annual financial reviews and investment recommendations but does not exercise discretionary trading authority.

Robyn Schmid is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and experience that includes prior roles at Fisher Investments and as an attorney. She has worked in both legal and investment fields since 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering services such as annual financial reviews and investment recommendations guided by Schwab’s asset allocation models and research tools.

Carlo Tashjian is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Schwab Wealth Advisory since 2022 and has also worked with Charles Schwab & Co., Inc. since 2019. Prior to his advisory roles, he held positions at Sturgis Charter Public School, UMass Amherst, and SourceOne, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Neal Shields is a financial advisor with Osaic Advisory Services, LLC and holds the Series 66 designation. He has 12 years of industry experience, including roles at Wells Fargo Advisors and Triad Advisors. Neal also serves as a director and financial advisor at Morgan Capital Solutions, LLC. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and partnerships with third-party platforms and managers.

Kenneth Russell IV is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2017. Outside of his advisory role, he provides private tennis lessons to individuals in his community. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through Schwab’s asset allocation models and research tools, with final investment decisions made by clients.

Juan Sanchez is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked previously at Fisher Investments, Fidelity Investments, Victory Capital, and USAA in various advisory and investment roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients ongoing financial reviews, retirement planning, and investment recommendations that include stocks, bonds, mutual funds, ETFs, and separately managed accounts. The firm operates within the Schwab ecosystem using proprietary research tools and models, with advisory recommendations made by its associates while clients maintain final trading authority.

Robert Frost is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients for its services.

Brett Russell is a financial advisor with Empower Advisory Group, holding a Series 66 designation and currently based in Argyle, TX. He has one year of industry experience, including roles at Empower Advisory Group, Empower Financial Services, Pure IT, Aspire Financial, and Veritas Asset Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Gerardo Calderon is a CFP® professional with 10 years of industry experience, currently serving at Schwab Wealth Advisory since 2024. He previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Calderon is a board member of Junior Achievement of the Chisholm Trail, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, focusing on client-directed investment decisions through standard asset allocation models and Schwab research tools, with annual reviews and recommendations across multiple investment types.

Travis Evans is a Series 66-licensed financial advisor with six years of experience at First Command Advisory Services. Prior to his advisory career, he served 25 years in the US Army. He is also the owner of Funkytown Vending, a business providing vending machines for apartment buildings. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios.

William Marney is a financial advisor at Lincoln Investment with 16 years of industry experience. He holds a Series 66 designation and has previously worked with Mass Mutual Life Insurance Company, MML Investors Services LLC, and TD Ameritrade. Outside of his advisory role, he has business responsibilities managing client communications for a retail sales venture in the car wash industry. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with expertise in educator retirement programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.