Jason Comer is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016. Comer holds Series 63 and Series 65 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice through standard asset allocation models and Schwab research tools, with discretionary management generally handled by affiliated or third-party managers.

Jared Johnson is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with Schwab Wealth Advisory and has previously worked at EP Wealth Advisors and Baker Avenue Asset Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, 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 charge clients fees directly.

Colleen Nurre is a financial advisor with GWN Securities Inc. in Flower Mound, TX, holding a Series 66 designation and 21 years of industry experience. She has been with GWN Securities since 2015. Outside of her advisory role, Nurre serves as a merit badge counselor for Boy Scout Troop 262, assisting scouts in completing merit badge requirements. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

William Burks III is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2019. Outside of advisory work, he serves as president of a general contracting company and is co-owner of an exotic animal breeding farm. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, and trusts. The firm offers financial planning, portfolio management, and retirement-plan consulting, employing both discretionary and non-discretionary approaches with various analysis techniques and specialized services.

Gina Deutsch is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Schwab Wealth Advisory Inc., having joined in 2025, and previously worked at USAA in various financial planning and investment roles from 2011 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and research tools while leaving final trading decisions to clients.

Juan Garcia is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Prior to his advisory career, he was employed at The Cheesecake Factory for six years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Ashley Thacker is a CFP® with seven years of industry experience, currently affiliated with Brookstone Capital Management LLC. Her prior roles include positions at GuideStone Financial Services and Rea Financial. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers a turnkey asset management platform with discretionary portfolio management across a range of investment strategies.

Sean Britt is a CFP® professional with 13 years of industry experience, currently affiliated with Schwab Wealth Advisory in Westlake, TX. His career includes roles at Charles Schwab, JPMorgan Securities, and Merrill. Outside of his advisory work, he teaches education classes related to the CFP designation through Zahn Associates, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm performs annual financial reviews and offers investment recommendations, while final trading decisions remain with clients.

Zachary Gregory is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo, Chase Bank, and Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

John Rooney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Commonwealth Equity Services since 1988. Outside of his advisory role, he serves as a trustee and power of attorney for family members in non-investment related matters. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction and providing managed model portfolios through its Investment Management and Research team.

Alexa Tizon is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2022. Prior to her current role, she held positions in healthcare and education-related organizations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations across various asset classes, while clients retain final trading decisions.

Alexandria Reyes is a financial advisor with Schwab Wealth Advisory and holds a Series 66 credential. She has six years of industry experience, including roles at Charles Schwab & Co., J.P. Morgan Securities, Merrill, and Bank of America. Reyes's background also includes work at Texas Women's University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

Manuel Cruz is a Certified Financial Planner® with five years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, where he has worked since 2022. Prior to that, he held roles at Raymond James & Associates, Deloitte LLP, American National Bank, and served six years in the U.S. Air Force. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools, delivering advice while leaving final trading decisions to clients.

Wallace Eason is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, he spent 30 years at State Farm Insurance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations using Schwab’s proprietary research tools and standard asset allocation models.

Ryan Deakins is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Empower Advisory Group since 2023, following prior roles at Personal Capital 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 IRA and retail brokerage clients. The firm combines proprietary and third-party methodologies to deliver financial plans focused on long-term portfolio returns and savings rates, integrating its services with affiliated Empower platforms.

Leonard Kerr III is a CFP® professional with 12 years of industry experience, currently serving at AE Wealth Management, LLC since 2017. He also operates Strategic Estate Planning Services, where he focuses on financial planning and insurance sales. Prior to AE Wealth Management, he was with Global Financial Private Capital, LLC from 2013 to 2017. AE Wealth Management is an SEC-registered adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm offers a platform-based approach combining model portfolios, discretionary management, and financial planning services, supporting a large client base through a network of 435 advisors.

Patrick Yingst is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and TTI, Inc. since beginning his career in 2013. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, differentiating its approach from many enterprise wealth managers.

Kalie Goudy is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Schwab Wealth Advisory since 2016, working within the Schwab organization since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not engage in discretionary trading or direct client billing.

Wesley Wood is a financial advisor at Sanctuary Advisors, LLC with 36 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is the owner of Wood Private Wealth Management LLC, where he provides financial planning and educational services to individuals and families without engaging in securities trading. Sanctuary Advisors offers investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. The firm provides customized investment programs through various account structures and utilizes a network of independent advisors and affiliated broker-dealers to implement multiple investment strategies.

Pedro Campos Mejorado is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previous experience at JP Morgan Securities, TD Ameritrade, and UnitedHealth Group. Outside of his advisory role, he works as a delivery driver for Uber. 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 supported by Schwab’s proprietary research tools.