Robert Harvey III is a CFP® professional with 19 years of experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2016. 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 using Schwab’s research tools and asset allocation models, with final trading decisions made by clients.

Maxwell Corey is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Cardinal Group Management and involvement with the Dairy Council of Nevada and Fantasy Lab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering recommendations through standardized asset allocation models and research tools while leaving final trading decisions to clients.

Ethan Settle is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and one year of industry experience. His prior roles include positions at Box Financial Advisors, Wells Fargo, and Charles Schwab & Co., Inc. Before entering the financial advisory field, he spent ten years in full-time education and has experience working in the food service industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many other enterprise wealth managers.

Phillip Hebert is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at Integrity Alliance since 2022 and has been affiliated with National Agents Alliance since 2016. Outside of investment advisory, Hebert is involved in insurance product sales through National Agents Alliance and Freedom Financial Group. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, delivering investment advice through discretionary accounts, model portfolios, and third-party sub-advisers.

Daniel Mahaffey is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab since 2018. Prior to that, he worked at TD Ameritrade from 2010 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standardized asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Jonathan Deweese is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2003. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of services such as separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, employing a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies.

Scott Shoates is a CFP® with 21 years of industry experience, currently affiliated with Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2021, with prior roles at TDAmeritrade Investment Management, Fidelity Brokerage Services LLC, and TD Ameritrade. Outside of his advisory work, he owns three homes, two of which are rental properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm’s approach involves recommending investments while leaving final trading decisions to clients, with at least annual account reviews conducted by advisors.

Roy Plumlee is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. Prior to this, he held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and USAA in various investment management and financial planning capacities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using proprietary asset allocation models and research tools. The firm serves individual clients with annual financial reviews, retirement planning, and investment recommendations but does not exercise discretionary trading authority.

Sarah Samm is a Series 66-licensed advisor at Schwab Wealth Advisory with one year of industry experience. Her career includes roles at Charles Schwab & Co., Inc., Texas Trust Credit Union, and Walmart, along with periods of full-time education. 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 based on Schwab’s proprietary research and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Justin Graves is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been associated with Princor Financial Services Corp and Principal Life Insurance Company since 2016. His outside business activities include involvement in insurance across multiple lines such as life, disability, health, group health, and long-term care. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Andrew Bishton is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standard asset allocation models and Schwab research tools, with associates recommending allocations and specific investments while leaving final trading decisions to clients.

Wanda Gray is a Certified Financial Planner® at Schwab Wealth Advisory with 15 years of industry experience. She has held roles at Charles Schwab & Co. Inc., The Vanguard Group, TD Ameritrade, and TIAA-CREF. Outside of her advisory work, she is a co-owner of a trucking company and serves as a board member for the Mesquite Housing Authority. Schwab Wealth Advisory 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 client education and recommendations while clients retain final trading decisions, operating within the broader Schwab ecosystem.

Christopher Byrd is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Charles Schwab & Co., Charles Schwab Bank SSB, and USAA, where he served in various financial planning and investment management capacities. Outside of finance, he is a passive partner in a clothing and jewelry distribution business run by his wife. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations 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, distinguishing its approach from many enterprise wealth managers.

Nathan Smith is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Charles Schwab. 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 Charles Schwab and does not act as a discretionary portfolio manager.

Bushra Tariq Rumi is a CFA® charterholder and holds Series 65 and Series 63 licenses with eight years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab and TD Ameritrade in various roles since 2017. Prior to that, she was self-employed and worked at Phlox Capital Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Gregory Lanier is a CFP® with nine years of industry experience, currently associated with Focus Partners Wealth, LLC. He has worked with The Colony Group, LLC and Buckingham Strategic Wealth, LLC, among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates both fundamental and quantitative analysis across a broad set of investment strategies.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bill Eaton is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2007. In his current role, he partners with high net worth individuals and their families to create and implement financial plans tailored to their specific needs and goals. His approach prioritizes personal service, disciplined investment strategies, and risk management techniques. Eaton's experience at Fidelity Investments spans multiple roles, including Financial Consultant, Investment Consultant, Relationship Manager, Fixed Income Specialist, and Customer Service Associate. This breadth of experience underpins his expertise in serving clients with complex financial requirements. He emphasizes building lasting relationships based on trust and superior client service.

Judd Kearby is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. He has been in the industry since 2022, with prior work experience spanning banking and real estate-related roles. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party sources.

Meghann Quaider is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Wells Fargo Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by a centralized operational structure.