Briana James is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and two years of industry experience. She has previously worked at Charles Schwab & Co., Inc., Jim Bridges State Farm, and Betsy Cole Farmers Insurance. Outside of her advisory role, Briana creates and sells handmade art pieces through her Etsy business, Honey and Sculpture. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools.

John Talleur is a CFP® professional with 10 years of industry experience, currently serving at Schwab Wealth Advisory. He has worked within various Charles Schwab entities since 2015, including Schwab Private Client Investment Advisory and Charles Schwab Bank. 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 using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

Carolyn Smith is a Series 66 registered advisor with First Command Advisory Services in Fort Worth, TX. She has five years of industry experience, including roles at First Command Brokerage Services and a tutoring center prior to entering financial services. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Bradley Reese is a CFP®, ChFC®, and Series 66 licensed advisor with 21 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has prior experience at Charles Schwab and Co., Inc. and TD Ameritrade Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not provide discretionary portfolio management.

Allen Kozel is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Envoy Advisory Inc. and Odyssey Wealth Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, estates, corporations, charitable institutions, and other 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, emphasizing diversified asset allocation tailored to each client’s investment profile.

Lydia Geisler is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds the Series 66 and Series 63 designations. Her work history includes roles at Charles Schwab Bank and Charles Schwab, spanning over a decade. Outside of her advisory role, she manages a rental property in Carrollton, Texas. 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, retirement and planning discussions, and investment recommendations utilizing Schwab’s research tools and standard asset allocation models.

Jayme Russell is a financial advisor at Luther King Capital Management Corporation with four years of industry experience. He holds a Series 65 designation and has been with Luther King Capital Management Corporation since 2011. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, employing a fundamental, bottom-up approach across equity, fixed income, and balanced strategies.

Brooke Heidelbaugh is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She previously worked at Buckingham Strategic Wealth, LLC and has a background in education at Texas A&M University and Trinity Christian Academy. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, retirement plan, and financial counseling services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis and integrates a broad set of affiliated service companies and product relationships.

Xin Hao is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., having joined in 2024 after eight years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. Xin Hao holds Series 63 and Series 66 registrations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) 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, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Daniel Cummins is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Bank of America Private Bank and TIAA. Outside of financial advising, he manages a residential rental property as a sole proprietor. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and delivers investment recommendations without exercising discretionary trading authority.

Fredrick Mesch III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has been involved with multiple entities including Mesch Wealth Advisors and Mesch PLLC, which provides tax preparation and general accounting services. Outside of financial advising, he is engaged in managing commercial real estate and agricultural land through various ownership roles. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by offering a range of advisory programs and back-office support, including investment management, compliance, and practice management. The firm provides advisors discretion in portfolio construction and manages model portfolios through its Investment Management and Research team.

Amanda Sessler is a CFP® professional with 15 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and previously spent 16 years at Clintsman Financial Planning and three years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and integrates multiple asset types and strategies while offering a broad range of wealth management and advisory services.

Kyle Castilaw is a financial advisor with Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles with NYLIFE Securities and May Financial Strategies. He is also engaged in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types and focuses on tailored recommendations, with most assets managed on a non-discretionary basis.

Vaughn Badenhorst is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. Prior to joining First Command, he worked at Capestrand Financial Group, LLC and has experience in the financial planning and insurance sectors. Outside of his advisory role, he manages education and training retreats for Project Sanctuary. First Command Advisory Services is an SEC-registered investment adviser that serves 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 featuring centrally managed model portfolios and a discretionary investment management structure.

Sherese Calvert is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2020, also working at Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering investment recommendations and financial planning supported by Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

Erin Bluske is a CFP® with 17 years of experience in financial advising, currently with Sanctuary Advisors, LLC. Her prior roles include positions at NewEdge Securities, BFS Advisory Group, Mercer Global Advisors, and Personal Capital Advisors. Outside of advising, she is a managing member of an LLC focused on RV travel planning and related real estate. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers a range of portfolio management and financial planning services, employing various investment approaches and acting as a fiduciary under advisory agreements.

Maxwell Mitcham is a financial advisor with Schwab Wealth Advisory, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at JP Morgan Chase Bank and J.P. Morgan Securities, among other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services including annual financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority, distinguishing its approach among enterprise wealth managers.

Cassandra Altom is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 21 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Outside of her advisory work, she operates a small craft business making personalized tumblers and other items. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and emphasizes inter-affiliate integration in its service delivery.

Frederick Mesch II is a financial advisor with Commonwealth Financial Network in Fort Worth, TX, holding a Series 63 designation and over 33 years of industry experience. He has worked at Commonwealth since 2018 and concurrently leads Mesch Wealth Advisors. Outside of advisory services, he is involved in an accounting and tax preparation firm, Mesch, PLLC, and participates in nonprofit management through co-ownership of Hope for Everybody, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside proprietary model portfolios and various program structures to meet diverse client needs.

Ashley Langan is a financial advisor at D.A. Davidson & Co. with three years of industry experience. Prior to joining D.A. Davidson in 2023, she worked at MyNurse Home Care, Inc. and Fayez Sarofim & Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with significant assets.