Steven Huynh is a financial advisor with Eagle Strategies (NY Life) based in Irving, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at New York Life Insurance Company, Nylife Securities LLC, The Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he owns The WASP Group LLC, a commercial property investment entity. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Phillip Hebert is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at Integrity Alliance since 2022 and has been affiliated with National Agents Alliance since 2016. Outside of investment advisory, Hebert is involved in insurance product sales through National Agents Alliance and Freedom Financial Group. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, delivering investment advice through discretionary accounts, model portfolios, and third-party sub-advisers.

Daniel Mahaffey is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab since 2018. Prior to that, he worked at TD Ameritrade from 2010 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standardized asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Ty Chesnut is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Cetera Advisors, Sageview Advisory Group, LPL Financial, and Fidelity Investments. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Scott Shoates is a CFP® with 21 years of industry experience, currently affiliated with Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2021, with prior roles at TDAmeritrade Investment Management, Fidelity Brokerage Services LLC, and TD Ameritrade. Outside of his advisory work, he owns three homes, two of which are rental properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm’s approach involves recommending investments while leaving final trading decisions to clients, with at least annual account reviews conducted by advisors.

Stacey Tate is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. She holds a Series 65 designation and has been involved with Brookstone since 2007. Prior to her current role, she worked at American Financial Retirement Insurance. Outside of her advisory work, Tate is a health and wellness coach with Optavia. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering discretionary management via model portfolios, unified managed accounts, and separately managed accounts.

Roy Plumlee is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. Prior to this, he held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and USAA in various investment management and financial planning capacities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using proprietary asset allocation models and research tools. The firm serves individual clients with annual financial reviews, retirement planning, and investment recommendations but does not exercise discretionary trading authority.

Sarah Samm is a Series 66-licensed advisor at Schwab Wealth Advisory with one year of industry experience. Her career includes roles at Charles Schwab & Co., Inc., Texas Trust Credit Union, and Walmart, along with periods of full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations based on Schwab’s proprietary research and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Andrew Bishton is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standard asset allocation models and Schwab research tools, with associates recommending allocations and specific investments while leaving final trading decisions to clients.

Troy Jackson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at KeyBank, Paragon One, PriceWaterhouseCoopers, University at Albany Campus Center Management, and Target. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management along with specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary and third-party analytics, and integrates resources across the broader Goldman Sachs platform.

Wanda Gray is a Certified Financial Planner® at Schwab Wealth Advisory with 15 years of industry experience. She has held roles at Charles Schwab & Co. Inc., The Vanguard Group, TD Ameritrade, and TIAA-CREF. Outside of her advisory work, she is a co-owner of a trucking company and serves as a board member for the Mesquite Housing Authority. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on client education and recommendations while clients retain final trading decisions, operating within the broader Schwab ecosystem.

Christopher Byrd is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Charles Schwab & Co., Charles Schwab Bank SSB, and USAA, where he served in various financial planning and investment management capacities. Outside of finance, he is a passive partner in a clothing and jewelry distribution business run by his wife. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using 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, distinguishing its approach from many enterprise wealth managers.

Monique Kusman is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 designations and has 22 years of industry experience. Her career includes roles at North Texas Tax and Financial, KLM Wealth Management, Farmers Insurance, and Principal Securities Inc. She is the sole managing partner of KLMM, LTD, an LLC that owns commercial property, some of which houses her financial business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nathan Smith is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in 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 as an internal advisory unit within Charles Schwab and does not act as a discretionary portfolio manager.

James Park is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones, Principal Life Insurance Company, and McCune and Whitely Wealth Management. Outside of his advisory work, he serves on the board of the Euless Historical Preservation Committee and is secretary of the Euless Citizen's Fire Academy Alumni Association. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary advisory solutions, including a hybrid digital platform called VestWise™.

Bushra Tariq Rumi is a CFA® charterholder and holds Series 65 and Series 63 licenses with eight years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab and TD Ameritrade in various roles since 2017. Prior to that, she was self-employed and worked at Phlox Capital Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Thomas Stone is a CFP® professional with 10 years of experience in the financial services industry. He has worked at Mercer Global Advisors Inc. since 2026 and previously held roles at Box Financial Advisors, Box Insurance Agency, and Morgan Stanley Private Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Nnamaka Nwanegbo is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Avantax Investment Services, TD Ameritrade, and the Dallas County Sheriffs' Department. Outside of her advisory role, she serves as a site manager for Carrington Homes SP, overseeing rent collection and mortgage payments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with unique market roles, including swap dealing and futures commission merchant activities.

Gregory Lanier is a CFP® with nine years of industry experience, currently associated with Focus Partners Wealth, LLC. He has worked with The Colony Group, LLC and Buckingham Strategic Wealth, LLC, among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates both fundamental and quantitative analysis across a broad set of investment strategies.

Meghann Quaider is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Wells Fargo Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by a centralized operational structure.