Michael Myers is a financial advisor with Schwab Wealth Advisory who holds Series 66 and Series 63 licenses and has 14 years of industry experience. His career includes 12 years at TD Ameritrade and more recent roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s asset-allocation models and research tools. The firm focuses on tailored recommendations with trades executed only upon client authorization and employs formal compliance measures alongside its affiliation with Charles Schwab Futures and Forex LLC.

Todd Edwards is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Schwab Wealth Advisory, having joined Charles Schwab & Co., Inc. in 2024 after seven years at Edward Jones and one year at American National Diversified, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering recommendations tailored to clients’ goals and risk tolerance.

Sherrie Keylon is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior work includes roles at LPL Financial, The Public Utility Commission of Texas, The Home Depot, ELK Electric Inc, Kestra Investment Services, and Mass Mutual Investors Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios with discretionary authority.

Daniel Downes is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2014. Based in Fort Worth, TX, he holds a Series 63 license. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple asset classes and offers a range of services such as separately managed portfolios, sub-advisory, and model portfolio solutions.

Brian Fibiger is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Thrivent Investment Management and TD Ameritrade, and he has been with First Command in various capacities since 2014. He also served at Christ Lutheran Church from 2018 to 2021. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers, using approved third-party managers and a structured investment approach.

Jonathan Holt is an advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked in mortgage lending and home construction. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized team and wealth portfolio managers.

Ryan Holbert is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 20 years of industry experience, including previous roles at Cambridge Investment Research and Prudential Insurance Company of America. Holbert is also affiliated as an Investment Advisor Representative with CIRA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Joel Castor is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Fisher Investments, Fidelity Investments, and Merrill. 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 Charles Schwab & Co.-referred clients. The firm’s approach emphasizes asset allocation and investment selection guided by Schwab’s internal research tools, with client authorization required for all trades.

Stephen Isaacs is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Schwab Wealth Advisory and has previous experience at Charles Schwab, TD Ameritrade, Edward Jones, and FedEx Services. Schwab Wealth Advisory 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. The firm offers guidance on asset allocation and investment selection using standard asset-allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance.

Hajrudin Rastoder is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has six years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and First Convenience Bank prior to joining Schwab Wealth Advisory in 2022. Schwab Wealth Advisory serves clients enrolled in its Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset allocation models and internal research tools, with client approvals required for all trades.

John Albert is a CFP® with 17 years of industry experience, currently with First Command Advisory Services. His career includes roles at First Command Insurance Services, Brokerage Services, and Financial Services, as well as two years at Securian Financial Services. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios constructed and monitored by a centralized Investment Management Team.

Jason Comer is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including TIAA-CREF, USAA Financial Planning Services, TD Ameritrade, and Fidelity. Comer has been with Charles Schwab & Co. and Schwab Wealth Advisory since 2016. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and research tools, with recommendations tailored to individual client goals and risk tolerance.

Heather Brock is a CFP® and ChFC® with 15 years of experience in the financial services industry. She has been with First Command Advisory Services since 2015 and has held various roles within affiliated First Command entities since 2005. Based in Fort Worth, TX, her career includes experience in advisory, insurance, financial planning, brokerage, and banking operations. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Tyler Seibold is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Deloitte Tax LLP and Invoke Tax Partners, and he attended Texas A&M University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to deliver portfolio management and financial planning services.

Jared Johnson is a CFP® with 19 years of industry experience, currently with Schwab Wealth Advisory, Inc. He has previously worked at EP Wealth Advisors, Baker Avenue Asset Management, TD Ameritrade, and Banc of America Investment Services. Johnson holds Series 63 and 65 licenses and is based in Westlake, TX. 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 includes asset allocation and investment selection using Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Mark Johnson is a CFA® and CIC-designated financial advisor with 24 years of experience at Luther King Capital Management Corporation, where he has worked since 2002. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across multiple equity and fixed income strategies.

William Bartels III is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and bringing 19 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with First Command Financial Planning Inc. since 2006. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable 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 model portfolios and third-party managers.

Gina Deutsch is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. She holds a Series 66 designation and has previously worked at USAA Life Insurance Company and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering customized recommendations without exercising discretionary trading authority.

Juan Garcia is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and four years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and previously at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Prior to his financial career, he has six years of experience with The Cheesecake Factory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to offer tailored investment recommendations without exercising discretionary trading authority.

Lucas Lopez Acevedo is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials. He began his career at First Command in 2026 and has prior experience serving in the U.S. Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.