Eric Tones is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, Edward Jones, and Fidelity Investments. He is based in Westlake, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and typically does not exercise discretionary trading authority, distinguishing it from many enterprise wealth managers.

Christopher Fisher II is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab Bank, Bank of America, and Merrill. He has been with Schwab Wealth Advisory since 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual financial reviews and investment recommendations across a broad range of asset classes.

Mohamed Doumbia is a CFP® certificant with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior work includes roles at Charles Schwab and Co., Inc., TD Ameritrade, and Clout Enterprises. He is also the owner of a small rental services business, DML Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, 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.

Jonathan Doshier is a financial advisor at Farther with 19 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, TD Ameritrade, and other firms. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supported by in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary model portfolios, algorithmic rebalancing, and AI tools alongside advisor judgment.

Michael Myers is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade for 12 years before joining Charles Schwab and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, 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, with advisors recommending allocations while clients retain final trading decisions.

Todd Edwards is a CFP® with eight years of industry experience and is currently affiliated with Schwab Wealth Advisory. He previously worked at Edward Jones for seven years and American National Diversified, Inc. for one year. Edwards is based in Westlake, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Sherrie Keylon is a financial advisor at First Command Advisory Services with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with LPL Financial, LLC, the Public Utility Commission of Texas, The Home Depot, and ELK Electric Inc. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers within established guidelines.

Daniel Downes is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2014. Based in Fort Worth, TX, he holds a Series 63 license. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple asset classes and offers a range of services such as separately managed portfolios, sub-advisory, and model portfolio solutions.

Brian Fibiger is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. He has been with First Command Advisory Services and affiliated firms since 2014. He previously served at Christ Lutheran Church from 2018 to 2021. 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 by a centralized Investment Management Team, utilizing approved model portfolios and third-party managers.

Ryan Holbert is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 20 years of industry experience, including previous roles at Cambridge Investment Research and Prudential Insurance Company of America. Holbert is also affiliated as an Investment Advisor Representative with CIRA. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Joel Castor is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His career includes prior roles at Fidelity Investments and Fisher Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations across various securities, with final trading decisions made by clients.

Stephen Isaacs is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, TD Ameritrade, Edward Jones, and FedEx Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews 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 act as a discretionary portfolio manager.

Hajrudin Rastoder is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, 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 it from many enterprise wealth managers.

Miguel Figueroa is a financial advisor with PNC Wealth Management in Arlington, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities LLC, and JP Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

John Albert is a CFP® professional with 16 years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. He has held positions at various First Command entities since 2011, including Advisory Services, Insurance Services, Brokerage Services, and Financial Services. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers who select portfolios and third-party managers from approved lists.

Jason Comer is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016. Comer holds Series 63 and Series 65 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice through standard asset allocation models and Schwab research tools, with discretionary management generally handled by affiliated or third-party managers.

Heather Brock is a CFP® and ChFC® with 15 years of industry experience. She has been affiliated with First Command Advisory Services, First Command Insurance Services, Inc., and First Command Financial Planning, Inc. since 2015. Based in Fort Worth, TX, she holds Series 65 and Series 63 licenses. First Command Advisory Services, Inc. is an SEC-registered investment adviser that 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, utilizing a centralized Investment Management Team to design and monitor model portfolios with designated third-party managers.

Tyler Seibold is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Deloitte Tax LLP and Invoke Tax Partners, and he attended Texas A&M University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to deliver portfolio management and financial planning services.

Jared Johnson is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with Schwab Wealth Advisory and has previously worked at EP Wealth Advisors and Baker Avenue Asset Management. Schwab Wealth Advisory, Inc. 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 Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients fees directly.

Mark Johnson is a CFA® and CIC-designated financial advisor with 24 years of experience at Luther King Capital Management Corporation, where he has worked since 2002. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across multiple equity and fixed income strategies.