Brady Bell is a financial advisor at CWM, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and Simmons Bank. His earlier career includes roles at several country clubs and Texas A&M University. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing a discretionary investment approach supported by an in-house Investment Committee and a range of third-party resources.

Tristan King is a financial advisor at Independent Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Cantella & Co., Inc. and UBS Financial Services Inc. King is also involved with BADII Group, LLC and BADII Group Private Wealth Management, entities used for marketing securities and advisory services. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and multiple advisory program platforms.

Parker Martinez is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab & Co., Inc. and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering annual financial reviews and investment recommendations using standard asset allocation models and Schwab research tools. The firm’s advice is delivered through a non-discretionary model, with final trading decisions made by clients.

Matthew Loughren is a CFP® professional with 20 years of industry experience, currently serving at Mercer Global Advisors Inc. He has held positions at The Vanguard Group, DLG Wealth Management, Etico Partners, and Charles Schwab. Outside of finance, he officiates Division 1 college football games as a referee. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, low-cost index vehicles, and multi-factor tilts, supported by a range of implementation options and additional financial planning services.

Tatiana Preval is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., State Street Inc, and Visiting Angels. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary tools and asset allocation models.

Ian Winslow 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 his current role, he worked at Advanced Wealth Strategies and Charles Schwab, and has a background that includes time spent in education and hospitality. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm serves individual clients with annual reviews and investment recommendations while leaving final trading decisions to the clients.

Kade Christensen is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He has previously worked at The Vanguard Group, Fidelity Investments, and Charles Schwab & Co., Inc. Christensen also spent time with the Special Olympics of Texas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Aubrey Socha is a CFP®-designated financial advisor with 12 years of industry experience. Currently with Schwab Wealth Advisory, Socha has previously worked at firms including Charles Schwab, Quasar Distributors, Capital Advisors, and Fidelity. Based in Westlake, TX, Socha holds Series 66 and Series 63 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and distinguishes itself by its non-discretionary approach and affiliation with a registered futures commission merchant.

Juan Amaya Acero is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab in multiple roles. Prior to his financial industry career, he was involved in the restaurant sector, working at Terra Gaucha Brazilian Stakehouse and Lombardi Cucina Italiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations within the Charles Schwab ecosystem. The firm operates using standard asset allocation models and research tools, delivering advice without exercising discretionary trading authority.

Christopher Quintana is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to his advisory roles, he spent time in education and worked at Tylers from 2018 to 2020. Schwab Wealth Advisory, Inc. 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 conducts annual account reviews and offers investment recommendations, while clients retain final trading decisions.

Robert Christiansen Jr. is a financial advisor with First Command Advisory Services in Carrollton, Texas. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his financial advisory career, he served 26 years in the United States Air Force. Outside of advising, he operates a retail comic book business from his residence. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios through discretionary authority granted by clients.

Benjamin Jones is a CFP® with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has held roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Raymond James Financial Services, among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with a broad array of investment strategies and affiliated service offerings.

Peyton Burke is a CFP®-certified financial advisor with Schwab Wealth Advisory and has two years of industry experience. Prior to joining Schwab in 2024, Peyton spent time in education, including roles at the University of Colorado’s Leeds School of Business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s research and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, with discretionary management typically handled by affiliated or third-party money managers.

Colton Diehm is a financial advisor with Schwab Wealth Advisory in Westlake, TX. He holds the Series 66 and Series 63 licenses and has two years of industry experience. His career includes roles with Charles Schwab & Co. and Schwab Wealth Advisory, Inc. prior to his current position. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem, delivering advice without discretionary trading authority and primarily serving individual clients.

Lindsey Toole is an investment advisory representative at CWM, LLC with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisor Networks, Carson Wealth Management, and LPL Financial. In addition to her advisory role, she is also licensed to sell fixed insurance products such as life, disability, annuities, and long-term care. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a diverse range of services including portfolio management, financial planning, and retirement plan solutions.

Devin Narvaez is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory. He has three years of industry experience, including roles at Charles Schwab and Firstmark Credit Union. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering 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 provide discretionary trading authority or charge fees directly to clients.

Timothy Schuler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Charles Schwab, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to recommend investments while clients make final trading decisions, with annual account reviews and no discretionary trading authority.

Justen Smith is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Massachusetts Mutual Life and Aflac. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Charles Schwab’s 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.

Justin Williams is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience with Strategic Estate Planning Services and Hillwood, a Perot Company. Williams served five years in the United States Marine Corps. He also assists agents in retirement planning through his role at Strategic Estate Planning 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 model portfolio solutions, discretionary asset management, financial planning, and plan services, operating a platform that integrates various managed models and supports advisor customization.

Houston Heck is a CFP® and holds a Series 66 license, currently serving as an advisor with Schwab Wealth Advisory in Westlake, TX. He has two years of industry experience and previously operated Heck Mowing Services for several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations that leverage Schwab’s research tools and asset allocation models. The firm functions as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.