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.

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.

Victoria Wood is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co. and Fidelity Investments. Schwab Wealth Advisory, Inc. 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 guidance is based on Schwab’s asset allocation models and research tools, offering tailored recommendations reviewed at least annually.

Clovis Morrison is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He has been with Centaurus since 1996 and has a nearly four-decade tenure at A.L. Williams. Morrison serves on the board of advisors for EQIS Capital Management and is an adjunct professor teaching retirement classes at Brookhaven College. He is also the author of a book managed through Foresight Education LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis, with both discretionary and non-discretionary arrangements.

Steven Vander Velde is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory work, Vander Velde serves as a precinct chair, engaging with the community to encourage voter participation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, managing accounts using both discretionary and non-discretionary strategies with various investment approaches.

Shawn Mc Guire is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and also has experience with Charles Schwab & Co., Inc. dating back to 2021. Prior to his financial services career, he worked in retail and food service roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment guidance is based on proprietary asset-allocation models and internal research, with client approvals required for all trades.

William James is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, PNC Bank, J.P. Morgan Securities, and Fidelity Investments. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools for manager selection and ongoing portfolio monitoring, supported by its affiliation with Truist Financial and related entities.

Elizabeth Marquez is a Series 66 licensed financial advisor with Truist Advisory Services in Westlake, TX, where she has worked for four years. Her career has been entirely with Truist and its predecessor entities since 2014. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a broad range of advisory services, including access to third-party investment managers through the Envestnet platform.

Joseph Stroud is a financial advisor with Empower Advisory Group in Keller, TX, holding Series 66 and Series 63 licenses and 18 years of industry experience. His work history includes roles at Empower Financial Services, Castle Placement, BT84 Group, and Fidelity Investments. 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 retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Brian Matlock is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Steward Wealth Management, TD Ameritrade Institutional, WWK Wealth Advisors, LPL Financial, and Fidelity. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a broad range of investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.

Clay Jinks is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Buckingham Strategic Wealth, LLC and Jojenco Holdings, LLC. Clay is based in Southlake, TX. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, as well as employee benefit retirement plan services. The firm employs a long-term investment approach that incorporates both active and passive strategies, with portfolios tailored to clients’ risk tolerance, liquidity, and tax circumstances.

Scott Miracle is a CFP® professional with seven years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and United Parcel Service. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s approach uses proprietary asset-allocation models and research tools, offering guidance tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Joshua Woodring is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He previously worked at TD Ameritrade before joining Charles Schwab & Co. and later Schwab Wealth Advisory. Outside of his advisory role, Woodring is involved as a passive investor in True Vine Brewing and participates in land development activities. 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 approach includes guidance on asset allocation and investment selection based on proprietary research and standard models, with client authorization required for trades.

La Darius Wilkerson is a financial advisor at Schwab Wealth Advisory, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Amicus Financial Advisors, Charles Schwab & Co., Inc., Northwestern Mutual, and Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s advice is based on Schwab’s asset-allocation models and internal research tools, offering client-tailored recommendations without exercising discretionary trading authority.

Sean Linder is a financial advisor with Schwab Wealth Advisory Inc. in Westlake, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab, Fidelity Personal and Workplace Advisors, and Allstate Insurance Co. Prior to joining Schwab Wealth Advisory in 2021, he worked at Fidelity Brokerage Service LLC. Schwab Wealth Advisory, Inc. 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 guided by internal asset-allocation models and research tools, with client authorization required for trades, and it focuses on aligning recommendations with clients’ goals and risk tolerance.

Roshni Vasa is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Her prior work includes roles at Schwab Wealth Advisory Inc., Charles Schwab & Co., Inc., and PNC Bank. 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, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on standard asset-allocation models and internal research tools, with reviews tailored to client goals and risk tolerance, and it operates without discretionary trading authority.

Robert Harvey III is a CFP® professional with 19 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2016. He previously worked at Fidelity for nine years before joining Schwab. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to individual client goals and risk tolerance.

Maxwell Corey is a Series 66-licensed financial advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab, he held roles at Cardinal Group Management and engaged in several positions related to education and community organizations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice and financial planning with an emphasis on asset allocation and investment selection tailored to client goals and risk tolerance.