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.

Charles Kwan is a financial advisor with PNC Wealth Management in Carrollton, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Wells Fargo, and Sterling Bank and Trust. Outside of his advisory work, he owns a non-investment-related business called Niji Tcg. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only employee pilot. The firm employs algorithm-driven risk assessment and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

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.

Shawndi Purselley is a financial advisor with Carson Wealth in Southlake, TX, holding the CFP® designation and Series 63 and 66 licenses. She has 27 years of industry experience, including roles at Cetera, First Financial Equity Corporation, and National Planning Corporation. Outside of financial advising, Purselley owns an online boutique specializing in women's clothing. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions including custom indexing and alternative investments.

Zachery Fisher is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Charles Schwab and TD Ameritrade. Empower Advisory Group provides financial planning and investment management 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’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates within a large-scale platform connected to affiliated recordkeeping and administrative services.

Lauren Melroy is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2017. She has been affiliated with Charles Schwab since 2014. 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 referred clients. The firm’s approach utilizes Charles Schwab’s asset-allocation models and internal research tools to guide investment selection with client authorization.

Joshua Jordan is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Harbor Freight Tools, and Grand Prairie ISD. 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’s guidance is based on standardized asset-allocation models and internal research, with trades executed only upon client authorization.

Jace Rees is a financial advisor at Carson Wealth with a Series 65 designation and two years of industry experience. His prior work includes roles at Stoneway Financial, LLC, Dallas National Golf Club, Dallas Baptist University, and Grace Community High School. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and tailored investment solutions supported by an Investment Committee and partnerships with custodians and alternative investment providers.

Randall Lucke is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 66 designation and previously worked at American Airlines for 20 years before joining Charles Schwab in 2021. Outside of his advisory role, he manages three duplex rental properties. Schwab Wealth Advisory 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’s advice is guided by proprietary asset-allocation models and research tools, and does not include discretionary trading authority.