Victor Nuncio is a Series 66-licensed advisor with Schwab Wealth Advisory in Westlake, TX, having one year of industry experience. His prior work includes roles at Charles Schwab and ICompeteX, as well as positions outside the financial sector. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co. The firm’s guidance incorporates Charles Schwab’s asset-allocation models and internal research tools, with client-authorized trade execution and at-least-annual portfolio reviews.

Katherine Canon is a CFP® with 18 years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, Inc. and has prior experience with JP Morgan and Wells Fargo. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations according to clients’ goals and risk tolerance.

Shawn Riggins is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Rosenthal Advisory Services, and National Planning Corporation. Outside of his advisory work, he teaches private clarinet lessons to middle and high school students. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach uses Charles Schwab’s asset allocation models and internal research tools, with tailored recommendations and at-least-annual reviews, while trades require client authorization.

Mahoghany Jordan is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 65 designation and previously worked at P3 Wealth Management, P3 Financial Group, Tower Loan, Ross Stores Inc, and the University of Mississippi. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, using a diversified investment approach tailored to clients’ objectives and risk tolerance.

Trevor Johnson is a CFP® professional with nine years of experience in the financial services industry. He currently works at Schwab Wealth Advisory and has previously held roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s asset-allocation models and internal research tools. The firm offers tailored recommendations with client authorization required for trades and typically utilizes separately managed accounts handled by third-party or affiliated managers.

Faisal Raza is a financial advisor at Farther with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Farther, he worked at Stifel Nicolaus & Co Inc, Bank of America, Merrill Lynch, and Morgan Stanley. He is also a managing member of an investment holding entity, Pakam FW LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios or bespoke allocations with algorithmic rebalancing and incorporates AI tools under internal review.

Carlos Benitez is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Schwab Wealth Advisory Inc., having joined in 2026, following prior roles at The Vanguard Group and Renaissance Financial. 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 utilizes proprietary asset allocation models and internal research tools to tailor recommendations, while trades require client authorization.

Jordan Bommarito is a CFP® and Series 66 holder with four years of industry experience. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2021 following earlier roles at Charles Schwab & Co., Inc. and other organizations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Austin Pettitt is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade, as well as service in the United States Army. Outside of financial advising, he provides strength and conditioning coaching focused on active duty military personnel and aspiring athletes. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice relies on Charles Schwab’s asset allocation models and internal research tools, providing tailored recommendations with client authorization for trades.

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 with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2020, he worked at Charles Schwab since 2017 and has held roles at Lyft, Uber, and Wells Fargo. Outside of his advisory work, he is involved in several business ventures, including ownership of companies in the travel tourism, retail collectibles, education, and equipment rental sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services focus on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Scott Shannon is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Staples, Health Management Systems, Papa John’s International, and The University of Texas at Dallas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and select Charles Schwab-referred clients. The firm’s guidance centers on asset allocation and investment selection, utilizing Charles Schwab’s internal research tools and standard asset-allocation models, with client authorization required for all trades.

Dean Belknap is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at TD Ameritrade and TIAA-CREF. Belknap is based in Westlake, Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, focusing on asset allocation and investment selection with client approval required for trades. The firm utilizes Charles Schwab & Co.’s asset-allocation models and conducts at-least-annual reviews tailored to client goals and risk tolerance.

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 Charles Schwab, JPMorgan Securities LLC, Fisher Investments, and Transamerica Investors Securities Corporation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach relies on standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Jingwen Yi is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Their work history includes roles at Charles Schwab and Schwab Wealth Advisory since 2020, with prior experience at Pricetrace LLC, Grand View Construction, University of Houston, and Fairway Insurance. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with a focus on mutual funds, ETFs, separately managed accounts, and alternative investments, while trading occurs only with client authorization.

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 financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2026, he worked at Goldman Sachs from 2023 to 2026. 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’s guidance is based on standard asset-allocation models and internal research tools, with reviews tailored to clients’ goals and risk tolerance.

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.