Gregory May is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Schwab Wealth Advisory since 2026 and Charles Schwab Co. since 2023. 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 and certain Charles Schwab Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Anthony Gibson is a financial advisor at Cetera Planning Partners in Dallas, TX, holding a Series 65 credential with one year of industry experience. He has previously worked at Avantax and World Financial Group and operates a virtual tax practice, MMG Tax Group LLC, where he focuses on tax resolution, planning, and preparation. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning and estate services with a diversified investment approach tailored to client objectives and risk tolerance.

George Cattat is a financial advisor with Independent Financial Partners in Lantana, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Outside of his advisory role, he serves as Treasurer and financial monitor for the nonprofit I Belong. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Andrew Bennett is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2019. His prior experience includes roles at Charles Schwab & Co., Inc. and Merrill. Schwab Wealth Advisory, Inc. 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’s approach uses Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, focusing on client authorization for trades without exercising discretionary trading authority.

Zachary Perret is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Vanguard Marketing Corporation, Charles Schwab & Co., Mercer Global Advisors, and J.P. Morgan Securities, among others. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, while trades require client authorization.

Mark Morgan is a financial advisor at Osaic Advisory Services, LLC with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. In addition to his advisory role, he serves as president of Morgan Capital Solutions, an investment advisory firm. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, and access to alternative investments, utilizing a combination of fundamental and technical strategies.

Felisha Pullen is a CFP® with 28 years of industry experience and is currently a financial advisor at Schwab Wealth Advisory. Her prior experience includes roles at Charles Schwab & Co., Inc., 1st Global Capital Group, Chase Investment Services Corp., and Advisors Asset Management, Inc. Outside of her advisory work, she owns a small business that manufactures girls' hair bows. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research tools, with investment selection conducted under client authorization and tailored to individual goals and risk tolerance.

Cameron Heald is a financial advisor at Schwab Wealth Advisory with the Series 66 credential and less than one year of industry experience. He has held roles at Schwab Wealth Advisory Inc., Charles Schwab & Co., Inc., Indy Wealth Advisors, Football University, and CAPTrust. Outside of financial services, he has worked extensively in education through Full Time Education since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Alexandra Hauer is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory, Inc. She has eight years of industry experience, including roles at Edward Jones and Charles Schwab & Co. Alexandra’s background also includes work in student engagement and career development at the University of Arizona. Schwab Wealth Advisory serves clients enrolled in its program and select Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment decisions, with a focus on tailored recommendations and annual reviews.

Bilal Ali is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities, Robinhood Financial, and TD Ameritrade. Schwab Wealth Advisory serves clients enrolled in its Schwab Wealth Advisory program and certain referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with a focus on client authorization for trades.

Richard Fox is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Schwab Wealth Advisory serves clients enrolled in the Schwab 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 approach is based on proprietary asset-allocation models and research tools, providing tailored recommendations with client authorization for all trades.

Julieanne Brittain is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including Charles Schwab, TD Ameritrade, Fidelity Brokerage Investments, and Raymond James & Associates. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Alan Perdue Jr. is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Merrill, Robinhood Markets, Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Teal Powell Mckinzie is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and three years of industry experience. She has worked at Charles Schwab and Heb during her career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm bases its recommendations on Charles Schwab & Co.'s asset-allocation models and internal research, with trades executed only upon client authorization.

Deven Cudar is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory, Charles Schwab & Co., Inc., and TD Ameritrade, Inc. Prior to his financial services career, he was employed at Vandergriff Acura. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, with trades executed only upon client authorization.

Michael Bui is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Wealth Management, LLC and Journey Wealth Management. Outside of his advisory roles, he has experience with insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed by AEWM, third-party strategists, and advisor-managed models, along with financial planning and consulting services.

Donald Bradley is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Charles Schwab, Charles Schwab Bank, TD Ameritrade, and Dicks Sporting Goods. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset-allocation models and internal research tools.

Aubrey De Bose is a financial advisor at Schwab Wealth Advisory with six years of industry experience. They hold Series 66 and Series 63 licenses and have previously worked at J.P. Morgan Securities LLC, Robinhood Markets, Inc., and TD Ameritrade. 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 includes asset allocation guidance and investment selection using proprietary models and internal research tools, with an emphasis on client authorization for trades and annual portfolio reviews.

Ryan Gahler is a financial advisor at Schwab Wealth Advisory, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Charles Schwab & Co., Inc. He is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset allocation models and research tools, offering tailored recommendations with client authorization for trades.

Timothy Mc Intosh is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Mastercard International Inc. since 2014. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, employing various analytical approaches and managing accounts on both discretionary and non-discretionary bases.