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 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.

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 worked previously at Mass Mutual Life Insurance Company, MML Investors Services LLC, and TD Ameritrade, among others. Outside of advising, he has served as an account manager for a retail car wash business. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management solutions, including both discretionary and non-discretionary portfolio programs.

Marco Melero is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Fiduciary Investment Trusts and Principal Financial Group. Melero is involved in investment-related activities through PCRM, LLC, which focuses on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside tax advisory and consolidated financial reporting.

Jorje Godina is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Co. Since 2014, he has served as an aircraft loadmaster with the Texas Air National Guard. Additionally, he is the finance officer for Wings without Borders, a nonprofit charitable organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations through Schwab’s research tools and standard asset allocation models.

Keith Johnson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. His prior experience includes roles at Cetera Advisor Networks and Edward Jones. Johnson is also involved as an agent and representative in insurance and marketing-related activities through various DBAs, and he acts as a power of attorney for his father’s financial affairs. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs through its AccessPoint platform and third-party asset managers.

Emily Van Der Merwe is a financial advisor at The Huntington Investment Company with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services and Truist Investment Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through a range of wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers, affiliate model offerings, and overlay services within an open-architecture investment approach.

Sidney Fenton is a financial advisor at Truist Advisory Services with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Truist and its predecessor firms since 1993, including roles at BBVA Compass Insurance Agency and BBVA Wealth Solutions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and oversee manager selection.

Kyle Imhof is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 credential and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Clintsman Financial Planning. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various asset types.

Daniela Lopez Hernandez is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and currently based in Westlake, TX. She has one year of industry experience, including roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. Prior to entering the financial industry, she worked in retail and education-related positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools. The firm serves individual clients with investment recommendations and annual reviews, operating as an internal advisory unit within the Schwab ecosystem.

Jaime Rangel is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Ally Invest Securities LLC and Capital One Investing, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients 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 clients fees, distinguishing its advisory approach from many enterprise wealth managers.

Leslie Greco Pool is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Benjamin F. Edwards in 2026, she spent ten years at Raymond James & Associates. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a mix of model-based and customized investment strategies, combining discretionary and non-discretionary management with ongoing due diligence and portfolio monitoring.

Zachry Fearing is a financial advisor with Centaurus Financial, Inc. in Highland Village, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Centaurus Financial since 2016. In addition to his advisory role, he is involved in property and casualty insurance sales and provides support for life insurance products. Centaurus Financial serves a diverse client base including individuals, families, small businesses, and institutional clients, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary management styles and utilizes various analytical approaches alongside model overlay programs and third-party money manager referrals.