Anabel Dimas is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab and Fidelity in various roles since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial planning, investment recommendations, and annual account reviews using Schwab’s asset allocation models and research tools. The firm operates as an internal unit within Charles Schwab and does not engage in discretionary trading or directly charge clients fees.

Scott Steger is a financial advisor at Principal Financial Services with over 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal since 2016. In addition to his advisory role, Scott is involved in insurance-related activities, providing life, disability, and annuity products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions.

Alexey Kassabov is a CFP® professional currently with Cerity Partners LLC in Fort Worth, TX. He has prior experience at Capital One and Flaherty Salmin CPAS, as well as teaching roles at St. John Fisher University and Pittsford Sutherland High School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

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.

Jonathan Stein is a financial advisor with Kestra Advisory Services LLC, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked at Prospera Financial Services, Inc. for 24 years before joining Kestra in 2024. Stein is also involved with Optima Wealth Management, Inc. providing financial advice on commissioned and fee-based accounts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, plan-level investment advice, and employee education, supporting recommendations with due diligence on performance, fees, and investment process.

Alexis Bonder is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with two years of industry experience. Prior to joining Schwab, Alexis worked at Fidelity Investments and FB Credit Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and research tools. The firm’s associates recommend investment allocations and conduct at least annual account reviews, while the final trading decisions remain with clients.

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.

Chance Naugle is a financial advisor with Principal Financial Services in Fort Worth, TX. He holds a Series 66 designation and began his career in the financial industry in 2026. Prior to joining Principal, he worked in various roles outside finance, including positions in hospitality and full-time education. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

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.

Paul Greenwell is a financial advisor at Luther King Capital Management Corporation with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Luther King Capital Management since 1983. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and mutual funds. The firm employs fundamental, bottom-up analysis across a range of equity, fixed income, and balanced strategies and manages approximately $31.5 billion in assets.

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 in Westlake, TX, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Charles Schwab, and she has also been involved with the B'Nai Preschool and The Common Good. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations, with clients retaining final trading decisions.

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.

Scott Kimmel is a financial advisor with Principal Financial Services in Fort Worth, TX, holding a Series 63 designation and 39 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 2016. Outside of his advisory role, he sells fixed life insurance and fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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.

Jenna Sands is a financial advisor with Eagle Strategies (NY Life) based in Fort Worth, TX. She holds the Series 66 and Series 63 designations and has two years of industry experience. Prior to her financial services career, she worked for eight years with Plano ISD and completed a teacher certification through Region 10 ESC. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

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.