Analiese Holmes is a Series 65-licensed financial advisor with two years of industry experience. She currently works at Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC, Clintsman Financial Planning, Texas Instruments, and Texas A&M University. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis alongside a broad platform of affiliated service companies and specialized investment options.

Alexis Bonder is a CFP® and Series 66 holder currently with Schwab Wealth Advisory in Westlake, TX. Alexis has two years of experience in the financial industry, including roles at Charles Schwab & Co., Inc., Fidelity Investments, and FB Credit Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Daniel Solis is a financial advisor with PNC Wealth Management in Denton, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Citigroup, Citizens Securities Inc., and Deborah Wolfgram State Farm. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses algorithm-driven risk assessments and managed strategies with mutual funds and ETFs.

John Wheldon is a financial advisor at Schwab Wealth Advisory, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Schwab, he worked at Nordstrom and the University of Washington-Seattle. 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 and investment recommendations using Schwab’s standard asset allocation models and research tools, with final trading decisions made by clients.

Kyle Bosworth is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. He has worked at Schwab Wealth Advisory since 2022 and has been with Charles Schwab since 2020. His prior experience includes roles with Compass Group USA and the University of Texas Rio Grande Valley in both athletics and biology departments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across a range of asset types. The firm’s approach involves using Schwab’s research tools and standard asset allocation models, with clients retaining final decision-making authority.

Brian Armstrong is a CFP® professional with 27 years of experience in financial services. He is affiliated with CWM, LLC and has previously worked with Cetera and First Financial Equity Corporation among others. Armstrong is involved in a commercial building ownership venture through 08 Holdings, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary account management using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Robert Howell is a CFP®-certified financial advisor with six years of industry experience. He currently works at Schwab Wealth Advisory and previously held roles at Morgan Stanley and Merrill Lynch. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, providing services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Kaitlyn Kirchhoff is a financial advisor with Schwab Wealth Advisory and holds a Series 66 credential. She has been with Charles Schwab and Schwab Wealth Advisory since 2025. Prior to her advisory role, her background includes work in education and community organizations such as B'Nai Preschool and The Common Good. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge fees to clients.

Michael Mayne is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Neuberger Berman and Freddie Mac before joining Schwab Wealth Advisory and Charles Schwab in 2024. 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 using Schwab’s proprietary 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, distinguishing its operating model from many other enterprise wealth managers.

Shane Montejano is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Schwab Wealth Advisory and has prior experience with Charles Schwab, Charles Schwab Bank, Bank of the West, BancWest Investment Services, and Scottrade Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations, relying on Schwab's asset allocation models and research tools while leaving final trading decisions to clients.

Shawn Warren is a financial advisor at Osaic Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Arbor Point Advisors and Securities America. Outside of his advisory role, he operates a business buying, modifying, and reselling musical instruments. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory solutions through multiple program models with custody primarily through Schwab and Fidelity.

Sarah Blackshear is a financial advisor at Prime Capital Financial with nine years of industry experience. She holds a Series 66 designation and has worked with firms including The Charles, Cambridge Investment Research, and Lawing Financial. Outside of advising, she was involved with Hotel Zaza (Z Resorts) for eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers comprehensive asset management, financial planning, and family office services, employing a mix of investment strategies and platforms to address a wide range of client needs.

Ricky Grunden Sr. is a CFP® with 23 years of industry experience, currently with Allworth Financial, L.P. since 2026. Prior to joining Allworth, he operated Grunden Financial Advisory for 24 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, employing both discretionary and non-discretionary asset management and utilizes technology to manage held-away employer retirement accounts.

Bao Vo is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Westlake, TX. His prior roles include positions at Charles Schwab & Co., Inc., TD Ameritrade, and experience running a small business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm delivers annual financial reviews and investment recommendations but does not exercise discretionary trading authority.

Robyn Schmid is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and experience that includes prior roles at Fisher Investments and as an attorney. She has worked in both legal and investment fields since 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering services such as annual financial reviews and investment recommendations guided by Schwab’s asset allocation models and research tools.

Carlo Tashjian is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Schwab Wealth Advisory since 2022 and has also worked with Charles Schwab & Co., Inc. since 2019. Prior to his advisory roles, he held positions at Sturgis Charter Public School, UMass Amherst, and SourceOne, Inc. 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. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Neal Shields is a financial advisor at OSAIC Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors and Triad Advisors. Outside of his advisory role, Neal serves as a director and financial advisor at Morgan Capital Solutions, LLC. OSAIC Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management and a range of financial planning and consulting services, utilizing multiple program models and a blend of proprietary and third-party platforms.

Charles Wright is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked with Eagle Strategies since 2001 and has operated Lone Star Wealth Strategies since 2013. Outside of his advisory role, Wright serves as a Commissioner on the Texas Veterans Commission and is involved in publishing a book about a military figure through Gunny Publishing LLC. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and delivers solutions through various program types, with the majority of its assets managed on a non-discretionary basis.

Kenneth Russell IV is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2017. Outside of his advisory role, he provides private tennis lessons to individuals in his community. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through Schwab’s asset allocation models and research tools, with final investment decisions made by clients.

Juan Sanchez is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments, Fidelity Investments, and USAA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools. The firm offers annual financial reviews, planning discussions, and investment recommendations, with final trading decisions made by clients rather than the advisor.