Daniel Edwards is a financial advisor with CWM, LLC based in Southlake, TX. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Bank of America, Merrill, Cetera Wealth Services, and Armstrong Purselley Wealth Management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing a combination of in-house investment committees, third-party sub-advisors, and customization tools.

Analiese Holmes is a Series 65-licensed financial advisor with two years of industry experience. She currently works at Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC, Clintsman Financial Planning, Texas Instruments, and Texas A&M University. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis alongside a broad platform of affiliated service companies and specialized investment options.

Alexis Bonder is a CFP® and Series 66 holder currently with Schwab Wealth Advisory in Westlake, TX. Alexis has two years of experience in the financial industry, including roles at Charles Schwab & Co., Inc., Fidelity Investments, and FB Credit Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

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 27 years of experience in financial services. He is affiliated with CWM, LLC and has previously worked with Cetera and First Financial Equity Corporation among others. Armstrong is involved in a commercial building ownership venture through 08 Holdings, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary account management using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

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 and holds a Series 66 credential. She has been with Charles Schwab and Schwab Wealth Advisory since 2025. Prior to her advisory role, her background includes work in education and community organizations such as B'Nai Preschool and The Common Good. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge fees to clients.

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 11 years of industry experience. He currently works at Schwab Wealth Advisory and has prior experience with Charles Schwab, Charles Schwab Bank, Bank of the West, BancWest Investment Services, and Scottrade Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations, relying on Schwab's asset allocation models and research tools while leaving final trading decisions to clients.

Jason Preston is a financial advisor at Creative Planning with 13 years of industry experience. He has been with Creative Planning since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner of a real estate business in North Richland Hills, Texas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

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.

Stephen Beckmann is a Series 66-licensed financial advisor with Integrity Alliance, LLC, based in Bedford, TX, and has two years of industry experience. Prior to joining Integrity Alliance in 2026, he worked in multiple roles at Bankers Life from 2022 to 2026. He also spent 15 years with the Hurst Euless Bedford Independent School District. Beckmann’s non-investment business activities include recruiting and training insurance agents for Bankers Life, focusing on life and health insurance products. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers, utilizing multiple investment approaches and platforms.

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.

Christopher Morrison is a Series 66-licensed financial advisor with four years of industry experience. He is currently with PNC Wealth Management and previously worked at Equitable Advisors and Regions Bank. Outside of his advisory role, he is also a pipe organist. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party management to implement portfolios using mutual funds and ETFs.

Adaryan Jones is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. He previously worked at Big Insurance Group for three years and has a background that includes five years at Texas Tech. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and client savings rates through an integrated model tied to Empower’s administrative platforms.

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 at OSAIC Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors and Triad Advisors. Outside of his advisory role, Neal 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 and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management and a range of financial planning and consulting services, utilizing multiple program models and a blend of proprietary and third-party platforms.

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 at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments, Fidelity Investments, and USAA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools. The firm offers annual financial reviews, planning discussions, and investment recommendations, with final trading decisions made by clients rather than the advisor.