Kaitlyn Kirchhoff is a Series 66 credentialed financial advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab Wealth Advisory, she held roles at Charles Schwab and has experience in education and community involvement, including work with B'Nai Preschool and The Common Good. 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 based on proprietary asset allocation models and internal research tools.

Brian Turbeville is a CFP® with six years of industry experience, currently advising at Schwab Wealth Advisory. His prior roles include positions at TD Ameritrade Investment Management, Charles Schwab & Co., Edward Jones, and Capital One Bank. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools.

Michael Mayne is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and three years of industry experience. His prior roles include positions at Neuberger Berman and Freddie Mac. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning that incorporates Schwab’s asset allocation models and research tools.

Shane Montejano is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Bank of the West, and BancWest Investment Services. 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 standard asset-allocation models and internal research tools, with an emphasis on client authorization for trades and tailored recommendations aligned with client goals and risk tolerance.

Jason Preston is a financial advisor at Creative Planning with 13 years of industry experience. He has been with Creative Planning since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner of a real estate business in North Richland Hills, Texas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Shawn Warren is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Arbor Point Advisors and Securities America from 2016 to 2024 and has been involved with American Financial Network since 1997. Outside of advising, he operates a business buying, modifying, and selling musical instruments. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments through integrated platform relationships and affiliated managers.

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.

Bao Vo is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab & Co., TD Ameritrade, and operating Vo International LLC doing business as Emeli Kate. Outside of finance, he spent time learning to run a nail salon. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Stephen Beckmann is a Series 66-licensed financial advisor with Integrity Alliance, LLC, based in Bedford, TX, and has two years of industry experience. Prior to joining Integrity Alliance in 2026, he worked in multiple roles at Bankers Life from 2022 to 2026. He also spent 15 years with the Hurst Euless Bedford Independent School District. Beckmann’s non-investment business activities include recruiting and training insurance agents for Bankers Life, focusing on life and health insurance products. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers, utilizing multiple investment approaches and platforms.

Jenna Sands is a financial advisor at Eagle Strategies (NY Life) based in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her current role, she worked with NYLIFE Securities LLC and New York Life Insurance, and she spent eight years with Plano ISD. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm focuses on tailored recommendations and provides solutions across multiple program types, including fee-based advice and retirement plan consulting.

Robyn Schmid is a Series 65-licensed advisor at Schwab Wealth Advisory with experience spanning roles in both investment and legal fields since 2011. Prior to joining Schwab Wealth Advisory in 2025, she worked at Fisher Investments and practiced law at multiple firms, including her own legal practice. 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 and wealth management consultations, guided by Schwab’s proprietary asset-allocation models and research tools.

Christopher Morrison is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at Regions Bank and Equitable Advisors. Outside of finance, he is a pipe organist. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and implements investments via approved strategies managed by PNC or third-party strategists.

Adaryan Jones is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. He previously worked at Big Insurance Group for three years and has a background that includes five years at Texas Tech. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and client savings rates through an integrated model tied to Empower’s administrative platforms.

Carlo Tashjian is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2022, following prior roles at Charles Schwab & Co., Inc., and other organizations including Sturgis Charter Public School and UMass Amherst. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations while requiring client authorization for trades.

Neal Shields is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Triad Advisors. Outside his role at Osaic, Shields serves as a director of Morgan Capital Solutions, LLC, an investment advisory firm. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment solutions, including representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments and donor-advised funds.

Kenneth Russell IV is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2017 and joined Schwab Wealth Advisory Inc. in 2026. Outside of his financial career, he has provided private tennis lessons to individuals in his community. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s guidance includes asset allocation and investment selection based on Schwab’s internal research and models, with client trades executed only upon authorization.

Juan Sanchez is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Fisher Investments, Fidelity Investments, and USAA Financial Advisors. Sanchez is currently based in Westlake, TX. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice utilizes Charles Schwab’s asset-allocation models and internal research tools, with at‑least‑annual reviews customized to client goals and risk tolerance.

Robert Frost is a financial advisor at Schwab Wealth Advisory, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Charles Schwab & Co., Inc., Charles Schwab Bank, and TD Ameritrade. 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 investment approach is based on standard asset-allocation models and internal research, emphasizing at-least-annual reviews tailored to clients’ goals and risk tolerance.

Philip Jones is a financial advisor at VALIC Financial Advisors in Fort Worth, TX, holding a Series 66 license with four years of industry experience. His prior work includes roles at the Texas Workforce Commission from 2009 to 2021 and as an agent with Agia since 2022. Outside of advising, he co-owns several rental properties with his wife. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large advisor network.

Walter May is a financial advisor with Eagle Strategies (NY Life) based in Fort Worth, TX. He holds the CFP® and ChFC® designations and has 38 years of industry experience. May has been affiliated with Eagle Strategies since 1997 and operates May Financial Solutions, LLC, which he founded in 2000. Outside of his advisory role, he is an independent ferry pilot for high-performance aircraft and serves on several community boards, including the Mid-Cities Joint Airport Zoning Board and the Boy Scouts of America. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm primarily manages assets on a non-discretionary basis and offers multiple program types tailored to individual and institutional client objectives.