Timothy Schuler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Charles Schwab, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to recommend investments while clients make final trading decisions, with annual account reviews and no discretionary trading authority.

Justen Smith is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked in various roles at Charles Schwab, Massachusetts Mutual Life, and Aflac. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Kadri Lindemann is a CFP® and ChFC® credentialed advisor with seven years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. Prior to this, Lindemann had roles at Moody AFB Non-Appropriated Funds and has owned a separate LLC established for non-investment business purposes with a domestic partner. In addition to their advisory work, Lindemann manages an LLC used for their First Command business activities. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team that selects and monitors portfolios from prescreened mutual funds, ETFs, and third-party managers.

Houston Heck is a financial advisor with Schwab Wealth Advisory Inc. in Westlake, Texas. He holds a Series 66 license and has one year of industry experience. Prior to his current role, he operated Heck Mowing Services for several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients retaining final trading decisions.

Quiana Davis is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has seven years of industry experience, previously working at firms including Edward Jones, Robinhood, TD Ameritrade, and Scottrade. Outside of financial services, she works as a delivery driver for Uber Eats and DoorDash. First Command Advisory Services serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios and third-party managers selected by a centralized Investment Management Team.

Alejandro Barrera is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation. The firm’s approach involves algorithm-driven risk assessment and uses third-party strategists to manage investments primarily in mutual funds and ETFs, with annual rebalancing.

Christopher Cavazos is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked at Goldman Sachs Personnel Financial Management since 2019 and served in the Texas Army National Guard since 2018, following prior service in the South Carolina Army National Guard and a five-year period at The Citadel, Military College of South Carolina. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services, leveraging its integration within a large financial group to deliver comprehensive wealth management solutions.

Michelle Dees is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill from 2004 to 2018, BB&T Securities from 2018 to present, and Truist Advisory Services since 2021. Michelle is based in Fort Worth, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Campbell Warren is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. Prior to his current role, he has held positions at Mariner Wealth Advisors and has experience working at Barred Owl Butcher and Table as well as La Bodega. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and family office capabilities.

Kevin Baumhart is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Westlake, TX. His career includes roles at Fidelity Investments and Cresset Asset Management, among others. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm serves individual clients with an emphasis on wealth management education and annual financial reviews, while leaving final investment decisions to clients.

Joanne Bolden is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. She has worked at Schwab Wealth Advisory Inc. since 2026 and has also held roles at Charles Schwab and Co., Inc., Charles Schwab Bank, Citizens Bank, Citizens Securities Inc., and The Vanguard Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Anish Bamne is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Charles Schwab and The Heico Companies, as well as periods of full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools, while clients retain final trading decisions.

Debora Clark is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked with Eagle Strategies since 2018 and with New York Life and its affiliated broker-dealer since 2003. Outside of her advisory work, she serves as the organist for Trinity Episcopal Church, a role she has held for over 40 years. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and plan sponsors. The firm delivers tailored advice through various program types, with a significant focus on non-discretionary assets and fiduciary responsibilities for retirement investors.

Brian Kaye is a CFP®-credentialed financial advisor with two years of industry experience. He is currently with Hightower Advisors in Fort Worth, TX, where he has worked since 2026. Prior to joining Hightower, he held roles at Intrua Financial, LPL, and TeakTree Capital Management. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutional investors, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions through proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Rebecca Sizelove is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has held positions at Charles Schwab & Co., Inc., Charles Schwab Bank, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and TD Ameritrade. 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 and planning discussions, and investment recommendations across various asset classes. The firm's advice is delivered through standard asset allocation models and Schwab research tools, with final trading decisions left to clients.

Douglas Giddings is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior experience includes eight years at Merrill and he has been with First Command Financial Services since 2019. Outside of his advisory role, he is also a musician and freelance videographer, owning businesses that provide music for events and video production services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment management delivered through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Andrew Hamsher is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining First Command, he worked for LPL Financial for 12 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.

Holden Kerns is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Balfour Beatty and Harley Davidson dealerships. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Eric Bartel is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Kestra in 2022, he spent 15 years at World Choice Securities, Inc. Bartel is also involved with Financial Coaching LLC, providing investment advisory services and personal line insurance sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms, serving notable clients such as sovereign wealth funds and large institutional investors.

Brady Hackfeld is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked with First Command Bank since 2013. Outside of his advisory role, Brady serves as Director and Treasurer on the board of Town Church in Austin, where he oversees legal compliance and financial stewardship. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.