Alexander Gido is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Westlake, TX, with one year of industry experience. He previously worked at Goldman Sachs from 2023 to 2026 and has held roles at Charles Schwab & Co., Inc. since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, advising clients through standard asset allocation models and research tools, while leaving final trading decisions to clients.

Yuanxi Su is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 credentials and seven years of industry experience. Prior to joining Schwab Wealth Advisory in 2023, Su worked at Charles Schwab from 2018 and Montana West Inc. from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm focuses on annual reviews and investment recommendations while clients retain final trading decisions.

Jesse Vega is a financial advisor at Schwab Wealth Advisory with Series 63 and 65 credentials and four years of industry experience. His prior roles include positions at Paradigm Advisors LLC, Portfolio Advisors, Inc., and Wells Fargo. Outside of finance, he has experience in education and operated a local escape room business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients 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 and does not directly charge clients fees.

Wesley Sorensen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Principal Life Insurance Co, and Householder Group Estate & Retirement Specialists. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and a range of program offerings such as financial planning, asset management, and specialized retirement plan consulting.

Shawn Mooring is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Charles Schwab, Robinhood Markets, Robinhood Financial, and TD Ameritrade. Outside of his advisory work, he is a member of Amarrage CO. LLC, a retail business connected to his wife’s candle sales and wedding planning services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

Rhonda Foster is a CFP® and ChFC® with 23 years of industry experience. She has been with GWN Securities Inc. since 2014. Outside of her advisory role, she is the owner of RB Wealth Management, LLC. 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 traditional and active investment strategies.

Andrea Gustafson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Charles Schwab, Charles Schwab Bank, and Fidelity before joining Schwab Wealth Advisory. Outside of financial advising, Andrea serves as a board member for the nonprofit GallantFew and owns a website that facilitates event planning and organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using proprietary Schwab research tools, while allowing clients to maintain final trading decisions.

Damah Rankin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wealth Enhancement Group in 2025, Rankin worked at Corda Investment Management, Goldman Sachs & Co. LLC, The Vanguard Group, Hightower Advisors, Frontier Investment Management, Capital One Investment, MML Investor Services, and MassMutual Financial Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a mixed passive and active investment approach overseen by an internal Investment Committee.

Victoria Wood is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 designations and five years of industry experience. She has previously worked at Fidelity Investments and Charles Schwab & Co., Inc. apart from her current role. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal unit within Charles Schwab & Co., Inc., emphasizing client-directed investment decisions without discretionary trading authority.

Brian Bisdorf is a financial advisor with Commonwealth Financial Network in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. His prior work includes 11 years at Edward Jones before joining Commonwealth in 2019, followed by Cedarwood Financial Partners in 2025. Outside of advisory roles, he is co-owner of Bisdorf & White Custom Homes, LLC, a residential real estate management entity, and serves as a consultant for land development companies. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to manage portfolios through discretionary models and customized investment solutions.

Shawn Mc Guire is a financial advisor with Schwab Wealth Advisory, Inc. in Westlake, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. since 2021 and has a background including roles at Famous Footwear and Northwest Missouri State University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes using Schwab’s research tools and asset allocation models.

William James is a financial advisor with Truist Advisory Services in Southlake, TX, holding Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at Charles Schwab, PNC Bank, J.P. Morgan Securities, JPMorgan Chase Bank, and Fidelity Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration involving its affiliated broker-dealer and bank.

Elizabeth Marquez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked at various Truist entities since 2014, including Truist Investment Services, Inc. and BB&T prior to its merger with Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Joseph Stroud is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Investments and Castle Placement. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach, serving a large participant base relative to its number of advisers.

Brian Matlock is a financial advisor at Mercer Global Advisors Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Mercer Global Advisors since 2023, previously serving roles at Steward Wealth Management and TD Ameritrade Institutional. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, using diversified portfolios with low-cost ETFs, index funds, and other strategies, and offers specialized advisory, educational content, and integrated service lines across its enterprise.

Clay Jinks is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Buckingham Strategic Wealth, LLC and Jojenco Holdings, LLC prior to joining his current firm. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Scott Miracle 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 previously at Charles Schwab & Co., Inc., TD Ameritrade, Inc., United Parcel Service, and DeSoto Fire Academy. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset classes using 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.

Joshua Woodring is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at TD Ameritrade and Charles Schwab & Co. Outside of his advisory role, Woodring is a passive investor in True Vine Brewing and engages in land development activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual reviews, planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools.

La Darius Wilkerson is a financial advisor at Schwab Wealth Advisory with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Amicus Financial Advisors, Charles Schwab & Co., Inc., Northwestern Mutual, and Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through 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, serving primarily individual clients without discretionary trading authority.

Sean Linder is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Service LLC, and Allstate Insurance Co. He is based in Westlake, TX. 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 across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools while leaving final trading decisions to clients.