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.

Gabriel Pelphrey is a Series 66-registered financial advisor with 14 years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior experience includes roles at Lion Street Financial and Northwestern Mutual. He owns Strategic Legacy Partners LLC, which provides COLI BOLI deferred compensation services, and Verity Capital, where he introduces institutional investors to alternative investment opportunities. He is also owner of Stewarded, focusing on insurance investments and deferred compensation. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning services, employing diverse investment approaches and supporting various plan services including discretionary management and ERISA 3(38) advisory roles.

Jared Harrington is a CFP® with nine years of industry experience currently advising clients at Mercer Global Advisors Inc. He previously worked at Fisher Investments and The Vanguard Group, Inc., and has experience as a self-employed advisor. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, providing a range of advisory and planning services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and separate account managers, with offerings that include retirement plan consulting, tax management, and specialized programs.

Judith Espinosa is a CFP® with three years of industry experience, currently serving as a wealth advisor at Schwab Wealth Advisory. Her prior roles include positions at Charles Schwab Investment Management and TD Ameritrade Inc. She is based in Westlake, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, planning discussions, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit of Charles Schwab & Co., focusing on client-directed trading decisions without discretionary authority.

Aaron Harvey is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Investment Professionals Inc before joining Charles Schwab in 2018. Outside of his advisory role, he is the sole proprietor of 3 Up 3 Down LLC, a small business focused on buying and selling sports trading cards online. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Joshua Coe is a financial advisor at Osaic Institutions, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc., Morgan Stanley & Co. LLC, Natcity Investments, Inc., and Ameriprise. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, employing a hybrid adviser/broker-dealer model with a sizable non-discretionary asset base and a lending marketplace.

Michelle Hahn is a CFP® professional with eight years of industry experience. She currently serves as an advisor at Schwab Wealth Advisory and previously worked at Ausdal Financial Partners, Inc. for seven years. Hahn is a member of the finance committee at Trietsch Memorial United Methodist Church. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority with clients directly.

Jared Eichler is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., State Farm VP Management Corp, and Edward Jones. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, offering services such as annual financial reviews and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools, with final trading decisions left to clients.

Myles Hernandez is a CFP®-credentialed financial advisor with six years of industry experience, currently with Schwab Wealth Advisory in Westlake, TX. His prior roles include positions at Steward Partners Investment Advisory and Raymond James Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations based on 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 for its services.

Stephen Wiggins is a financial advisor with Equity Services, Inc. in Fort Worth, TX, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at National Life Group and Fidelity Investments Co. prior to his current roles. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and a network of third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized investments.

Timothy Aragon is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His work history includes roles at Transamerica Investors Securities Corporation, TRANSAMERICA Retirement Solutions, State Farm VP Management Corp., and Justin Kenney Insurance Agency. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed investment advice and education. The firm leverages Morningstar Investment Management’s proprietary tools and model portfolios to deliver asset allocation and retirement planning guidance, primarily focusing on non-discretionary assets across a large client base.

Stephanie Hays is a financial advisor with Principal Financial Services based in Southlake, TX. She holds a Series 66 designation and has 18 years of industry experience. Hays has been with Principal Life Insurance Company since 2011 and manages her own tax-related entity, Hays Financial Strategies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Mason King is a CFA® charterholder with 13 years of industry experience. He has worked at Luther King Capital Management Corporation in Fort Worth, TX since 2004, totaling 22 years at the firm. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of services such as separately managed portfolios, sub-advisory and model portfolio services, and serves as investment adviser to seven mutual funds.

John King is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 1994. The firm advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management Corporation manages separate accounts, sub-advisory and model portfolio services, and the LKCM Funds, employing fundamental, bottom-up analysis across various equity and fixed income strategies.

Laura Lightbourn is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Schwab, she worked at Aquakids and SwimPro, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, investment recommendations, and wealth management education, with advice delivered through standard Schwab asset allocation models and research tools.

Alexander Lee is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab, he held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Equitable Advisors. His early career includes positions in education and tutoring. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on model-based advice without discretionary trading authority.

Justin Mourning is a CFP®-certified financial advisor with six years of industry experience, currently with Schwab Wealth Advisory, Inc. He has previously worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and Westwood Wealth Management. Mourning holds the Series 65 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning consultations, and investment recommendations through Schwab’s research tools and standard asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, differentiating it from many enterprise wealth managers.

Edmund Job is a CFP®-certified financial advisor with 21 years of industry experience. He is currently affiliated with Schwab Wealth Advisory, where he has worked since 2021. Prior to that, he spent nine years at TD Ameritrade Investment Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and focuses on providing annual financial reviews and investment recommendations without exercising discretionary trading authority.

Michael Osswald is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab & Co., Inc. and First Security Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews while leaving final trading decisions to clients.