Rosa Kiphen is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has previously held positions at Charles Schwab & Co., Inc., TD Ameritrade, and First National Bank Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance.

Leslie Greco Pool is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Raymond James & Associates and Deutsche Bank Securities Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, using both proprietary and third-party investment strategies.

Keith Lynch is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds the Series 65, Series 63, and Series 66 licenses and has 30 years of industry experience. His prior experience includes roles at Fidelity and Kirk Quaschnick, among others. He operates under the DBA Tri Wealth, LLC to service insurance and financial product clients. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Mark Pruitt is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at AE Wealth Management since 2017. Prior to that, he was with Global Financial Private Capital, LLC from 2015 to 2017 and has been involved with Strategic Estate Planning Services since 2005. He serves as a board member for the Mustang Ridge Office Complex homeowners association. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Labique Fazal Din is a financial advisor at Commonwealth Financial Network with a Series 66 designation and over 11 years of industry experience, including 11 years at Fidelity Investments before joining Commonwealth in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Zachry Fearing is a financial advisor with Centaurus Financial, Inc. in Highland Village, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Centaurus Financial since 2016. In addition to his advisory role, he is involved in property and casualty insurance sales and provides support for life insurance products. Centaurus Financial serves a diverse client base including individuals, families, small businesses, and institutional clients, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary management styles and utilizes various analytical approaches alongside model overlay programs and third-party money manager referrals.

Christopher Evers is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2026, and has prior experience at Charles Schwab & Co., TD Ameritrade, Scottrade, and Edward Jones. Outside of financial services, he is involved in agriculture, including managing a small cattle feeding and sales business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Amalea Zegarzewski is a CFP® professional with 10 years of industry experience, currently advising at Schwab Wealth Advisory. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Fidelity Investments. She holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research tools, with client accounts reviewed at least annually and trades executed only with client authorization.

Christopher Cerulla is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Voya Financial and its affiliated entities since 2014. Prior to that, he was associated with Directed Services, LLC for nine years. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing both affiliated and third-party investment products through a network of advisors and technology-enabled tools.

Eric Maya is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley from 2016 to 2021 before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Dianne Paroubek is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. Her career includes prior roles at LPL Financial, Independent Financial Partners, Merrill, and A. G. Edwards & Sons, Inc. She provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and both proprietary and third-party strategies to meet client goals.

Brian Miller is a financial advisor at Mercer Global Advisors Inc. with 20 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked with firms including Fisher Investments, Charles Schwab & Co., TD Ameritrade, and Wells Fargo Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory to create globally diversified, risk-appropriate portfolios implemented through a variety of vehicles, including low-cost ETFs, separate account managers, and private funds.

Varunavi Shukla is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has one year of industry experience and previously worked at The University of Texas at Dallas and Sally Beauty Holdings. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, utilizing strategic allocation models, manager selections, and a range of fee arrangements, supported by tools such as tax-aware techniques and proprietary analytics.

Mary Nelson is a CFP® and Series 66-registered financial advisor with Schwab Wealth Advisory, where she has worked since 2022. She has four years of industry experience, including prior roles within Charles Schwab. Mary serves on the advisory board of the nonprofit 6 Stones Mission Network, providing strategic guidance to its board of directors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Brent Hines Jr. is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Brokerage Services and Charles Schwab. Outside of finance, he is involved in voice acting, recording and editing audio for projects such as commercials, narration, and audiobooks. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s standard asset allocation models and internal research tools, with a focus on client goals and risk tolerance.

Ernie Holloway is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, Charles Schwab Bank, and Scottrade, Inc. He also serves as vice-president of the North Tarrant Parkway Homeowners Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset allocation models and internal research, offering tailored recommendations reviewed at least annually.

Joseph Mccarthy is a financial advisor at Schwab Wealth Advisory, Inc. with six years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Schwab Wealth Advisory in 2026, he was with Charles Schwab & Co., Inc. from 2019, and previously worked at Whole Foods Market from 2013 to 2019. 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 uses internal research tools and standard asset-allocation models to guide investment selection and asset allocation, with trades executed only after client authorization.

Ralph Youngblood Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at Merrill and LPL Financial, where he worked for 14 and 15 years respectively. Youngblood also manages Youngblood Wealth Management, an entity related to his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Daniel Gunderson is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brookstone since 2020. Prior to that, he was associated with JD Mellberg and Hilltop Securities Independent Network Inc. Gunderson is also involved in insurance sales through his role at J.D. Mellberg Financial. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models and options-enhanced strategies, and serves as a sub-advisor to other advisory programs.

Jonathan Smilie is a Personal Investment Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop strategies tailored to their unique ambitions and financial goals. His approach focuses on aligning clients with the appropriate people, plans, and processes to address priorities such as funding education, retirement planning, and managing potential health care costs. Jonathan holds a High School Diploma from Liberty University and has earned the Personal Investment Advisor (PIA) designation. He emphasizes clarity and transparency in his work, aiming to simplify the complexities of wealth planning and help clients make informed decisions throughout their financial journey.