Benjamin Jones is a CFP® with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has held roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Raymond James Financial Services, among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with a broad array of investment strategies and affiliated service offerings.

Minor Wallace is a CFA® charterholder with 11 years of industry experience. He has worked at Luther King Capital Management Corporation since 2006. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple equity and fixed income strategies, and manages mutual funds, separately managed accounts, and private investment vehicles.

Peyton Burke is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab, Peyton was involved in education at the University of Colorado’s Leeds School of Business and has experience working at Heritage Eagle Bend Golf Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Charles Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly for its advisory services.

Leonard Tillman is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has experience in financial services roles at multiple First Command entities since 2025 and has served in the United States Air Force since 2006. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, utilizing a disciplined selection process for third-party managers and model portfolios.

Sean O Donnell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, pension, charitable, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party options.

John Pilkinton is a financial advisor with Empower Advisory Group in North Richland Hills, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at USAA, Merrill Lynch, Prudential, and Bank of America. Outside of advisory work, he is co-owner of Zep Tepi Sports, which organizes youth basketball tournaments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm integrates financial planning with Empower’s administrative platforms, focusing on long-term portfolio returns, rebalancing, and clients’ savings rates.

Jason West is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at Truist and its predecessor firms since 2016, as well as brief positions at J.P. Morgan in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Colton Diehm is a financial advisor with Schwab Wealth Advisory in Westlake, TX. He holds the Series 66 and Series 63 licenses and has two years of industry experience. His career includes roles with Charles Schwab & Co. and Schwab Wealth Advisory, Inc. prior to his current position. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem, delivering advice without discretionary trading authority and primarily serving individual clients.

Lindsey Toole is an investment advisory representative at CWM, LLC with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisor Networks, Carson Wealth Management, and LPL Financial. In addition to her advisory role, she is also licensed to sell fixed insurance products such as life, disability, annuities, and long-term care. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a diverse range of services including portfolio management, financial planning, and retirement plan solutions.

William Sager is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at First Command Advisory Services in Fort Worth, TX. He has held positions at First Command Financial Planning, Inc., Global Retirement Partners, LLC, LPL Financial, LLC, and Frenkel Benefits, LLC. He serves as Treasurer on the Board of Directors for the First Command Educational Foundation. First Command Advisory Services is an SEC-registered investment adviser that focuses on financial planning and asset management for individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm employs a centralized investment management team to design and monitor portfolios, offering a range of wrap-fee programs and maintaining an employee-ownership structure.

Devin Narvaez is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory. He has three years of industry experience, including roles at Charles Schwab and Firstmark Credit Union. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not provide discretionary trading authority or charge fees directly to clients.

De Anna Moore is a financial advisor at First Command Advisory Services with 23 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior firms include Cetera Investment Services and LPL Financial LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Jerad Houser is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the Series 63 and Series 65 designations and has 12 years of industry experience. Prior to his current role, he owned and operated Houser Woodworking for 17 years. Houser is also the managing member of Southern Gumption Financial LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Jesse Nunez is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His previous roles include positions at The Vanguard Group, TD Ameritrade, and a four-year tenure in the United States Marine Corps. He also operates an independent business, Jesse Has No Money Ltd Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio management and operates within plan lineups selected by plan sponsors.

Timothy Schuler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Charles Schwab, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to recommend investments while clients make final trading decisions, with annual account reviews and no discretionary trading authority.

Justen Smith is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked in various roles at Charles Schwab, Massachusetts Mutual Life, and Aflac. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Kadri Lindemann is a CFP® and ChFC® credentialed advisor with seven years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. Prior to this, Lindemann had roles at Moody AFB Non-Appropriated Funds and has owned a separate LLC established for non-investment business purposes with a domestic partner. In addition to their advisory work, Lindemann manages an LLC used for their First Command business activities. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team that selects and monitors portfolios from prescreened mutual funds, ETFs, and third-party managers.

Houston Heck is a financial advisor with Schwab Wealth Advisory Inc. in Westlake, Texas. He holds a Series 66 license and has one year of industry experience. Prior to his current role, he operated Heck Mowing Services for several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients retaining final trading decisions.

Quiana Davis is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has seven years of industry experience, previously working at firms including Edward Jones, Robinhood, TD Ameritrade, and Scottrade. Outside of financial services, she works as a delivery driver for Uber Eats and DoorDash. First Command Advisory Services serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios and third-party managers selected by a centralized Investment Management Team.

Alejandro Barrera is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 designations and six years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Fidelity Investments for a combined seven years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.