Vineet Kalra is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at The Quantum Group, Ash Brokerage, and Global View Capital Management. Outside of financial advising, he is the managing member and consultant at Capilano Solutions LLC, an information technology firm. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure across its extensive network of advisors.

Bruce Vernon is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2017. Outside of his advisory role, he owns several businesses, including an e-commerce collectibles store, a travel tourism company, an education firm, and a rental services company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities and separately managed accounts. The firm operates within the Schwab ecosystem and delivers advice using standard asset allocation models and research tools, with final investment decisions made by clients.

Scott Shannon is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has held positions at Charles Schwab & Co., Inc., Staples, Health Management Systems, Papa John's International, and The University of Texas at Dallas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations across a range of investments using Schwab’s research tools and asset allocation models, while leaving final trading decisions to clients.

Dean Belknap is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Westlake, TX. He previously worked at TD Ameritrade before joining Schwab Wealth Advisory and Charles Schwab & Co. in 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and uses standard asset allocation models and Schwab research tools, with recommendations made by its associates while leaving final trading decisions to clients.

Cindy Scott is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior experience includes roles at JPMorgan Securities LLC, Fisher Investments, and Transamerica Investors Securities Corporation. She is based in Westlake, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and recommends investments across various asset classes while leaving final trading decisions to clients.

Jingwen Yi is a financial advisor at Schwab Wealth Advisory with five years of industry experience. Yi holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2020. Prior experience includes roles at Pricetrace LLC, Grand View Construction, and Fairway Insurance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations through a model-based approach that leaves final trading decisions to clients.

William San is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Eagle Strategies since 2020 and affiliated with NYLIFE Securities and New York Life Insurance Company since 2015. In addition to his advisory work, he serves as an independent contractor brokering non-registered insurance products with outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of representatives, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.

Stacy Marshall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, Stacy worked at RGT Wealth Advisors for four years. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies, supported by a broad team and integrated investment infrastructure.

Alexander Gido is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Westlake, TX, with one year of industry experience. He previously worked at Goldman Sachs from 2023 to 2026 and has held roles at Charles Schwab & Co., Inc. since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, advising clients through standard asset allocation models and research tools, while leaving final trading decisions to clients.

Tyler Rea is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at American Contractors Insurance Group and Ernst and Young. Additionally, he is involved in insurance sales, advising clients on insurance products. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Matthew Howard is a Series 65-licensed financial advisor with five years of industry experience. He is currently associated with Brookstone Capital Management LLC and Guardian Financial Management. Prior to these roles, he worked for PR Liquidating Trust for eleven years. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a variety of investment products, and both internal and external sub-advisors to implement client portfolios.

Yuanxi Su is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 credentials and seven years of industry experience. Prior to joining Schwab Wealth Advisory in 2023, Su worked at Charles Schwab from 2018 and Montana West Inc. from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm focuses on annual reviews and investment recommendations while clients retain final trading decisions.

Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 credentials and 17 years of industry experience. He has held positions at multiple firms, including Fisher Investments and CoreCap Advisors, prior to joining Ameritas. Reese is also involved with Harvest Wealth Group as an employee and financial advisor. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers.

Jesse Vega is a financial advisor at Schwab Wealth Advisory with Series 63 and 65 credentials and four years of industry experience. His prior roles include positions at Paradigm Advisors LLC, Portfolio Advisors, Inc., and Wells Fargo. Outside of finance, he has experience in education and operated a local escape room business. Schwab Wealth Advisory, Inc. 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 the Schwab ecosystem and does not directly charge clients fees.

David Ragan is a CFP® professional with 19 years of industry experience. He has been with Allworth Financial, L.P. since 2026, following a 23-year tenure at Grunden Financial Advisory. Outside of his advisory role, he serves as an adjunct finance professor at the University of North Texas, teaching personal finance topics to students. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies including model portfolios, third-party sub-advisers, and technology solutions to manage a variety of assets and specialized funds.

Shawn Mooring is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Charles Schwab, Robinhood Markets, Robinhood Financial, and TD Ameritrade. Outside of his advisory work, he is a member of Amarrage CO. LLC, a retail business connected to his wife’s candle sales and wedding planning services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

Andrea Gustafson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Charles Schwab, Charles Schwab Bank, and Fidelity before joining Schwab Wealth Advisory. Outside of financial advising, Andrea serves as a board member for the nonprofit GallantFew and owns a website that facilitates event planning and organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using proprietary Schwab research tools, while allowing clients to maintain final trading decisions.

Damah Rankin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wealth Enhancement Group in 2025, Rankin worked at Corda Investment Management, Goldman Sachs & Co. LLC, The Vanguard Group, Hightower Advisors, Frontier Investment Management, Capital One Investment, MML Investor Services, and MassMutual Financial Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a mixed passive and active investment approach overseen by an internal Investment Committee.

Victoria Wood is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 designations and five years of industry experience. She has previously worked at Fidelity Investments and Charles Schwab & Co., Inc. apart from her current role. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal unit within Charles Schwab & Co., Inc., emphasizing client-directed investment decisions without discretionary trading authority.

Clovis Morrison is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He has been with Centaurus since 1996 and has a nearly four-decade tenure at A.L. Williams. Morrison serves on the board of advisors for EQIS Capital Management and is an adjunct professor teaching retirement classes at Brookhaven College. He is also the author of a book managed through Foresight Education LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis, with both discretionary and non-discretionary arrangements.