Trevor Johnson is a CFP® professional with nine years of experience in the financial services industry. He currently works at Schwab Wealth Advisory and has previously held roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s asset-allocation models and internal research tools. The firm offers tailored recommendations with client authorization required for trades and typically utilizes separately managed accounts handled by third-party or affiliated managers.

Carlos Benitez is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Schwab Wealth Advisory Inc., having joined in 2026, following prior roles at The Vanguard Group and Renaissance Financial. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes proprietary asset allocation models and internal research tools to tailor recommendations, while trades require client authorization.

Jordan Bommarito is a CFP® and Series 66 holder with four years of industry experience. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2021 following earlier roles at Charles Schwab & Co., Inc. and other organizations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Austin Pettitt is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade, as well as service in the United States Army. Outside of financial advising, he provides strength and conditioning coaching focused on active duty military personnel and aspiring athletes. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice relies on Charles Schwab’s asset allocation models and internal research tools, providing tailored recommendations with client authorization for trades.

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 with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2020, he worked at Charles Schwab since 2017 and has held roles at Lyft, Uber, and Wells Fargo. Outside of his advisory work, he is involved in several business ventures, including ownership of companies in the travel tourism, retail collectibles, education, and equipment rental sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services focus on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Scott Shannon is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Staples, Health Management Systems, Papa John’s International, and The University of Texas at Dallas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and select Charles Schwab-referred clients. The firm’s guidance centers on asset allocation and investment selection, utilizing Charles Schwab’s internal research tools and standard asset-allocation models, with client authorization required for all trades.

Dean Belknap is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at TD Ameritrade and TIAA-CREF. Belknap is based in Westlake, Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, focusing on asset allocation and investment selection with client approval required for trades. The firm utilizes Charles Schwab & Co.’s asset-allocation models and conducts at-least-annual reviews tailored to client goals and risk tolerance.

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 Charles Schwab, JPMorgan Securities LLC, Fisher Investments, and Transamerica Investors Securities Corporation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach relies on standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Jingwen Yi is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Their work history includes roles at Charles Schwab and Schwab Wealth Advisory since 2020, with prior experience at Pricetrace LLC, Grand View Construction, University of Houston, and Fairway Insurance. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with a focus on mutual funds, ETFs, separately managed accounts, and alternative investments, while trading occurs only with client authorization.

Alexander Gido is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2026, he worked at Goldman Sachs from 2023 to 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with reviews tailored to clients’ goals and risk tolerance.

Tyler Rea is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at American Contractors Insurance Group and Ernst and Young. Additionally, he is involved in insurance sales, advising clients on insurance products. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Matthew Howard is a Series 65-licensed financial advisor with five years of industry experience. He is currently associated with Brookstone Capital Management LLC and Guardian Financial Management. Prior to these roles, he worked for PR Liquidating Trust for eleven years. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a variety of investment products, and both internal and external sub-advisors to implement client portfolios.

Yuanxi Su is a financial advisor at Schwab Wealth Advisory, Inc. with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2018 and Montana West Inc. from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Jesse Vega is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Paradigm Advisors LLC, Portfolio Advisors, Inc., and Wells Fargo. Outside of finance, he was involved with Fresno Escape Room and Kids Footlocker. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm bases its guidance on proprietary asset allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

David Ragan is a CFP® professional with 19 years of industry experience. He currently works at Allworth Financial, L.P., where he has been since 2026, following a 23-year tenure at Grunden Financial Advisory. In addition to his advisory work, he serves as an adjunct finance professor at the University of North Texas, teaching personal finance topics. Allworth Financial serves a diverse client base that includes individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars.

Shawn Mooring is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets, TD Ameritrade, and Texas Health Resource. Outside of his advisory role, he is a member of Amarrage CO. LLC, a retail business related to his family’s wedding planning and candle sales activities. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and one-time wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and research tools, with trades executed only with client authorization.

Zackery Holley is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at firms such as Manning & Napier Advisors, White River Private Capital Management, and Griffin Capital Securities. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions through affiliated businesses.

Andrea Gustafson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at Fidelity before joining Charles Schwab and Schwab Wealth Advisory. Outside of her advisory role, she serves on the board of the nonprofit organization GallantFew and owns My Social Secretary, a website focused on event planning and organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm employs asset-allocation models and internal research tools to tailor recommendations with annual reviews, and its services include guidance on mutual funds, ETFs, separately managed accounts, and alternative investments.

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.