Brandon Watson is a financial advisor with Schwab Wealth Advisory in Westlake, TX. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments, Mobius Financial Advisors, and Charles Schwab & Co., Inc. Outside of the financial industry, he has worked in retail and food service. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, serving primarily individual clients while not acting as a discretionary portfolio manager.

Corbin Bulger is an advisor at Schwab Wealth Advisory with a Series 66 credential and less than one year of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., BMY Wealth Management Group, Patillo Brown & Hill, and Tarleton State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Daniel Croonquist is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities for over a decade before joining Sanctuary Advisors in 2023. In addition to his advisory role, he is involved in the sale of fixed and variable annuities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of more than 400 independent advisers. The firm offers a variety of portfolio management solutions and financial planning services, employing multiple analytical approaches and acting as a fiduciary under written agreements.

Jin Sub Hwang is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2017, following two years with Fidelity Brokerage Services. Outside of advising, he is involved in leasing a second home in Dallas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and customized investment recommendations using Schwab’s research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, distinguishing its model from many enterprise wealth managers.

David Abed Rabboh is a CFP®-credentialed financial advisor with 19 years of industry experience, currently affiliated with Schwab Wealth Advisory in Westlake, TX. His career includes roles at TD Ameritrade and Scottrade prior to joining Charles Schwab and Schwab Wealth Advisory in 2023. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while clients retain final trading decisions.

Jonathan Lennox is a CFP® professional with 24 years of industry experience, currently serving at Independent Financial Group, LLC since 2017. Prior to this, he worked at USAA Financial Planning Services and USAA Financial Advisors, Inc. from 2011 to 2017. He is the owner of Lennox Wealth Strategies and serves as a volunteer board member for the Lakepoint Homeowners Association. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and offers advisory programs through its AccessPoint platform and third-party asset managers.

Rhonda Windsor is a financial advisor at Guardian Life with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and LPL Enterprise. Outside of her advisory role, Rhonda is a commissioned Notary Public in Texas and participates in direct sales marketing with Melaleuca The Wellness Company. Her firm, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. Park Avenue Wealth Management offers a range of brokerage services, financial planning, and advisory programs that incorporate proprietary and third-party strategies.

Scott Schramm is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has been affiliated with Charles Schwab since 1997. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while clients retain final trading decisions. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s research tools and asset allocation models to guide its advice.

Victor Nuncio is a financial advisor with Schwab Wealth Advisory in Westlake, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Charles Schwab, ICompeteX, and H&M Hennes & Mauritz. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and tailored investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on Schwab’s research tools and asset allocation models without exercising discretionary trading authority.

Trevor Johnson is a CFP® with nine years of experience in the financial services industry, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of his advisory work, he is a landlord of a rental property. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations within the Schwab ecosystem. The firm’s advice is delivered through standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Carlos Benitez is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Schwab Wealth Advisory Inc., having joined in 2026, and previously worked for The Vanguard Group, Inc. from 2021 to 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily through Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients for advisory services.

Jordan Bommarito is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab Wealth Advisory since 2023 and has additional experience at Charles Schwab & Co., Inc. from 2021. Prior to his financial services career, he held positions at various organizations including Woodside Bible Church and Michigan State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models, with client-controlled trading decisions.

Vineet Kalra is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at The Quantum Group, Ash Brokerage, and Global View Capital Management. Outside of financial advising, he is the managing member and consultant at Capilano Solutions LLC, an information technology firm. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure across its extensive network of advisors.

Bruce Vernon is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2017. Outside of his advisory role, he owns several businesses, including an e-commerce collectibles store, a travel tourism company, an education firm, and a rental services company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities and separately managed accounts. The firm operates within the Schwab ecosystem and delivers advice using standard asset allocation models and research tools, with final investment decisions made by clients.

Scott Shannon is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has held positions at Charles Schwab & Co., Inc., Staples, Health Management Systems, Papa John's International, and The University of Texas at Dallas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations across a range of investments using Schwab’s research tools and asset allocation models, while leaving final trading decisions to clients.

Brendon Winkler is a financial advisor with Hightower Advisors who holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at Moneta Group Investment Advisors and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and financial organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to construct portfolios across various asset classes.

Dean Belknap is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Westlake, TX. He previously worked at TD Ameritrade before joining Schwab Wealth Advisory and Charles Schwab & Co. in 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and uses standard asset allocation models and Schwab research tools, with recommendations made by its associates while leaving final trading decisions to clients.

Cindy Scott is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior experience includes roles at JPMorgan Securities LLC, Fisher Investments, and Transamerica Investors Securities Corporation. She is based in Westlake, TX. 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 conducts annual account reviews and recommends investments across various asset classes while leaving final trading decisions to clients.

Eleanor Ray is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Farther Finance Advisors since 2023 and previously spent 16 years at WPWealth. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or proprietary algorithmic portfolios, with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Jingwen Yi is a financial advisor at Schwab Wealth Advisory with five years of industry experience. Yi holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2020. Prior experience includes roles at Pricetrace LLC, Grand View Construction, and Fairway Insurance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations through a model-based approach that leaves final trading decisions to clients.