Juan Garcia is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Prior to his advisory career, he was employed at The Cheesecake Factory for six years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Ashley Thacker is a CFP® with seven years of industry experience, currently affiliated with Brookstone Capital Management LLC. Her prior roles include positions at GuideStone Financial Services and Rea Financial. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers a turnkey asset management platform with discretionary portfolio management across a range of investment strategies.

Sean Britt is a CFP® professional with 13 years of industry experience, currently affiliated with Schwab Wealth Advisory in Westlake, TX. His career includes roles at Charles Schwab, JPMorgan Securities, and Merrill. Outside of his advisory work, he teaches education classes related to the CFP designation through Zahn Associates, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm performs annual financial reviews and offers investment recommendations, while final trading decisions remain with clients.

Zachary Gregory is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo, Chase Bank, and Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

John Rooney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Commonwealth Equity Services since 1988. Outside of his advisory role, he serves as a trustee and power of attorney for family members in non-investment related matters. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction and providing managed model portfolios through its Investment Management and Research team.

Alexa Tizon is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2022. Prior to her current role, she held positions in healthcare and education-related organizations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations across various asset classes, while clients retain final trading decisions.

Alexandria Reyes is a financial advisor with Schwab Wealth Advisory and holds a Series 66 credential. She has six years of industry experience, including roles at Charles Schwab & Co., J.P. Morgan Securities, Merrill, and Bank of America. Reyes's background also includes work at Texas Women's University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

Manuel Cruz is a Certified Financial Planner® with five years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, where he has worked since 2022. Prior to that, he held roles at Raymond James & Associates, Deloitte LLP, American National Bank, and served six years in the U.S. Air Force. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools, delivering advice while leaving final trading decisions to clients.

Wallace Eason is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, he spent 30 years at State Farm Insurance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations using Schwab’s proprietary research tools and standard asset allocation models.

Patrick Yingst is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and TTI, Inc. since beginning his career in 2013. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s 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, differentiating its approach from many enterprise wealth managers.

Kalie Goudy is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Schwab Wealth Advisory since 2016, working within the Schwab organization since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not engage in discretionary trading or direct client billing.

Wesley Wood is a financial advisor at Sanctuary Advisors, LLC with 36 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is the owner of Wood Private Wealth Management LLC, where he provides financial planning and educational services to individuals and families without engaging in securities trading. Sanctuary Advisors offers investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. The firm provides customized investment programs through various account structures and utilizes a network of independent advisors and affiliated broker-dealers to implement multiple investment strategies.

Pedro Campos Mejorado is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previous experience at JP Morgan Securities, TD Ameritrade, and UnitedHealth Group. Outside of his advisory role, he works as a delivery driver for Uber. 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 supported by Schwab’s proprietary research tools.

Charles Garner is a CFP® professional with 34 years of experience in financial advisory. He is currently with Schwab Wealth Advisory Inc. and has held roles across various Schwab entities and USAA Investment Management since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through 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 maintaining an internal advisory structure within the Schwab ecosystem.

George Sorto is a CFP® professional with nine years of industry experience. He currently serves as an advisor at Schwab Wealth Advisory and has previously worked at TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Dylan Jones is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including TD Ameritrade, Robinhood Financial, and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations primarily using Schwab’s standard asset allocation models and research tools.

James Wilson is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and three years of industry experience. He has worked with Empower Financial Services since 2023 and held previous roles at J3 Enterprise and Orlando Access Group Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.

Jeffrey Jensen is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at TD Ameritrade, Charles Schwab, and Charles Schwab Bank. He serves as a board member and president of a local Kiwanis Club, where he contributes to coordinating volunteer activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering clients financial reviews, retirement planning, and investment recommendations through standard asset allocation models and Schwab research tools.

Gregory May is a financial advisor at Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his current role, he has worked at Charles Schwab Co., Inc. and held various positions outside the financial industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews without exercising discretionary trading authority.

George Cattat is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at IFP Securities, LLC since 2019 and has been with Independent Financial Partners since 2016, following a five-year tenure at LPL Financial. Outside of his advisory duties, Cattat serves as Treasurer and board member for the nonprofit I Belong, assisting with financial oversight and 501(c)(3) compliance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and offers a decentralized advisory model alongside formal retirement-plan consulting and directed trustee services.