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.

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.

Clark Woodruff is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2023, with prior experience at Farmers Insurance. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, supported by specialized programs and access to alternative investments within the broader Goldman Sachs ecosystem.

Caroline Zortman is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, she worked at SEI Investments for three years and has a background in education, having spent four years each at Bucknell University and Brebeuf Jesuit Preparatory School. 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 algorithmic model portfolios and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

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 with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Wood is also the owner of Wood Private Wealth Management LLC, where he provides financial planning and educational services to individuals and families without making investment recommendations. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering services such as portfolio management, financial planning, and retirement plan consulting through a large network of independent advisers. The firm employs various analytical approaches and offers discretionary and non-discretionary account management, with a platform that includes multiple affiliations and a fiduciary standard when agreements are in place.

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.

Charles Garner is a CFP® professional with 34 years of experience in financial advisory. He is currently with Schwab Wealth Advisory Inc. and has held roles across various Schwab entities and USAA Investment Management since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while maintaining an internal advisory structure within the Schwab ecosystem.

Andrew Sorenson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and having 21 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2004. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs network, utilizing strategic allocation models and proprietary analytics to tailor investment solutions.

George Sorto is a CFP® professional with nine years of industry experience. He currently serves as an advisor at Schwab Wealth Advisory and has previously worked at TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. 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 Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Dylan Jones is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including TD Ameritrade, Robinhood Financial, and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations primarily using Schwab’s standard asset allocation models and research tools.

James Wilson is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and three years of industry experience. He has worked with Empower Financial Services since 2023 and held previous roles at J3 Enterprise and Orlando Access Group Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.

Jeffrey Jensen is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at TD Ameritrade, Charles Schwab, and Charles Schwab Bank. He serves as a board member and president of a local Kiwanis Club, where he contributes to coordinating volunteer activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering clients financial reviews, retirement planning, and investment recommendations through standard asset allocation models and Schwab research tools.

Elizabeth Whitteberry is a CFA®, ChFC®, and holds a Series 63 license with 25 years of industry experience. She has been with J.W. Cole Advisors, Inc. since 2016 and has also operated as a self-employed advisor since 1999. In addition to her advisory role, she prepares tax returns as a sole proprietor. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms.

Gregory May is a financial advisor at Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his current role, he has worked at Charles Schwab Co., Inc. and held various positions outside the financial industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews without exercising discretionary trading authority.

George Cattat is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at IFP Securities, LLC since 2019 and has been with Independent Financial Partners since 2016, following a five-year tenure at LPL Financial. Outside of his advisory duties, Cattat serves as Treasurer and board member for the nonprofit I Belong, assisting with financial oversight and 501(c)(3) compliance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and offers a decentralized advisory model alongside formal retirement-plan consulting and directed trustee services.

Kevin Landis is a CFP® and ChFC® with 32 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial, The Retirement Group, LLC, and FSC Securities Corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research and periodic rebalancing.

Chelsey Schumann is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Schwab, she held roles in real estate and hospitality. 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 supported by Schwab’s research tools, with a focus on client-directed trading decisions.

William Hutson is a financial advisor with Transamerica Retirement Advisors, LLC in Euless, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of his advisory role, he works as a food delivery driver for DoorDash. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs offering managed advice and investment education. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Andrew Bennett is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2019. He has been with Charles Schwab & Co., Inc. since 2013, including five years at Charles Schwab Bank. 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 and planning discussions, and investment recommendations across various asset classes using Schwab’s research tools and standard asset allocation models.