Aubrey Socha is a CFP®-designated financial advisor with 12 years of industry experience. Currently with Schwab Wealth Advisory, Socha has previously worked at firms including Charles Schwab, Quasar Distributors, Capital Advisors, and Fidelity. Based in Westlake, TX, Socha holds Series 66 and Series 63 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and distinguishes itself by its non-discretionary approach and affiliation with a registered futures commission merchant.

Juan Amaya Acero is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab in multiple roles. Prior to his financial industry career, he was involved in the restaurant sector, working at Terra Gaucha Brazilian Stakehouse and Lombardi Cucina Italiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations within the Charles Schwab ecosystem. The firm operates using standard asset allocation models and research tools, delivering advice without exercising discretionary trading authority.

Christopher Quintana is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to his advisory roles, he spent time in education and worked at Tylers from 2018 to 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and offers investment recommendations, while clients retain final trading decisions.

Robert Christiansen Jr. is a financial advisor with First Command Advisory Services in Carrollton, Texas. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his financial advisory career, he served 26 years in the United States Air Force. Outside of advising, he operates a retail comic book business from his residence. 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, utilizing a centralized Investment Management Team to select and manage model portfolios through discretionary authority granted by clients.

Benjamin Jones is a CFP® with eight years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously worked at firms including The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, private funds, and proprietary portfolio tools.

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®-certified financial advisor with Schwab Wealth Advisory and has two years of industry experience. Prior to joining Schwab in 2024, Peyton spent time in education, including roles at the University of Colorado’s Leeds School of Business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s research and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, with discretionary management typically handled by affiliated or third-party money managers.

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.

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.

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 six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Massachusetts Mutual Life and Aflac. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Charles 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.

Houston Heck is a CFP® and holds a Series 66 license, currently serving as an advisor with Schwab Wealth Advisory in Westlake, TX. He has two years of industry experience and previously operated Heck Mowing Services for several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations that leverage Schwab’s research tools and asset allocation models. The firm functions as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Alejandro Barrera is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation. The firm’s approach involves algorithm-driven risk assessment and uses third-party strategists to manage investments primarily in mutual funds and ETFs, with annual rebalancing.

Christopher Cavazos is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked at Goldman Sachs Personnel Financial Management since 2019 and served in the Texas Army National Guard since 2018, following prior service in the South Carolina Army National Guard and a five-year period at The Citadel, Military College of South Carolina. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services, leveraging its integration within a large financial group to deliver comprehensive wealth management solutions.

Michelle Dees is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill from 2004 to 2018, BB&T Securities from 2018 to present, and Truist Advisory Services since 2021. Michelle is based in Fort Worth, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Campbell Warren is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. Prior to his current role, he has held positions at Mariner Wealth Advisors and has experience working at Barred Owl Butcher and Table as well as La Bodega. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and family office capabilities.