Brian Miller is a financial advisor at Mercer Global Advisors Inc. with 20 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked with firms including Fisher Investments, Charles Schwab & Co., TD Ameritrade, and Wells Fargo Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory to create globally diversified, risk-appropriate portfolios implemented through a variety of vehicles, including low-cost ETFs, separate account managers, and private funds.

Varunavi Shukla is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has one year of industry experience and previously worked at The University of Texas at Dallas and Sally Beauty Holdings. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, utilizing strategic allocation models, manager selections, and a range of fee arrangements, supported by tools such as tax-aware techniques and proprietary analytics.

Mary Nelson is a CFP® and Series 66-registered financial advisor with Schwab Wealth Advisory, where she has worked since 2022. She has four years of industry experience, including prior roles within Charles Schwab. Mary serves on the advisory board of the nonprofit 6 Stones Mission Network, providing strategic guidance to its board of directors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Brent Hines Jr. is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Brokerage Services and Charles Schwab. Outside of finance, he is involved in voice acting, recording and editing audio for projects such as commercials, narration, and audiobooks. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s standard asset allocation models and internal research tools, with a focus on client goals and risk tolerance.

Ernie Holloway is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, Charles Schwab Bank, and Scottrade, Inc. He also serves as vice-president of the North Tarrant Parkway Homeowners Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset allocation models and internal research, offering tailored recommendations reviewed at least annually.

Joseph Mccarthy is a financial advisor at Schwab Wealth Advisory, Inc. with six years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Schwab Wealth Advisory in 2026, he was with Charles Schwab & Co., Inc. from 2019, and previously worked at Whole Foods Market from 2013 to 2019. 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 & Co.-referred clients. The firm uses internal research tools and standard asset-allocation models to guide investment selection and asset allocation, with trades executed only after client authorization.

Ralph Youngblood Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at Merrill and LPL Financial, where he worked for 14 and 15 years respectively. Youngblood also manages Youngblood Wealth Management, an entity related to his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

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.

Thomas Mccarty Jr. is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2019. His prior roles include positions at Vermont Information Processing, Primerica Advisors, and Primerica Financial Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and access to a broad range of affiliated capabilities within the Goldman Sachs ecosystem.

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® professional affiliated with Schwab Wealth Advisory, based in Westlake, TX, with three years of industry experience. Her prior roles include positions at Charles Schwab Investment Management and TD Ameritrade Inc. She holds Series 66 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing proprietary asset-allocation models and internal research tools. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts overseen by third-party or affiliated money managers.

Aaron Harvey is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has worked at several firms including Charles Schwab, Investment Professionals Inc, Cambridge Investment Research Advisors, CIM Wealth Advisors, and Edward Jones. Outside of his advisory work, he is the sole owner of 3 Up 3 Down LLC, a small business focused on buying and selling sports trading cards online. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to deliver tailored recommendations without exercising discretionary trading authority.

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® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2025. Prior to this, she worked for Ausdal Financial Partners, Inc. for seven years and has been involved with CFO4Life since 2017. She serves on the finance committee of Trietsch Memorial United Methodist Church, where she participates in reviewing and approving the church’s financials. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset allocation models and internal research tools. The firm offers tailored, at-least-annual reviews and does not exercise discretionary trading authority.

Jared Eichler is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., State Farm VP Management Corp, Ben Archer Insurance Agency, Edward Jones, and Central Texas Orthopedic Products. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach utilizes proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Myles Hernandez is a CFP®-certified financial advisor with six years of industry experience, currently with Schwab Wealth Advisory in Westlake, TX. He has held previous roles at Steward Partners Investment Advisory, Raymond James Financial Services, and worked within Charles Schwab & Co., Inc. since 2019. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s approach centers on asset allocation and investment selection guided by internal research tools and standard models, with client authorization required for trade execution.

Stephen Wiggins is a financial advisor with Equity Services, Inc. in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has 18 years of industry experience, including roles at Fidelity Investments and National Life Group. Equity Services, Inc. offers financial planning, consulting, and asset management to a range of clients such as individuals, corporations, trusts, and charitable organizations. The firm provides multiple advisory platforms, combining long-term investment strategies with options for shorter-term trading, and operates as both a broker-dealer and an SEC-registered investment adviser.

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.