Nidhi Chetanbhai Patel is a financial advisor at Goldman Sachs Wealth Services in Irving, TX, holding a Series 66 credential with three years of industry experience. Her prior roles include positions at Robert Half, Floral Vale Dental Excellence, and New Jersey City University. Goldman Sachs Wealth Services advises a broad range of clients, including individual investors across wealth levels, corporate and employer-sponsored participants, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Richard Kleberg IV is a financial advisor with Luther King Capital Management Corporation, holding a Series 65 designation and 21 years of industry experience. He has been with Luther King Capital since 2011 and is also affiliated with Geographic Group, a non-investment business, where he has worked since 1996. Outside of his advisory work, Kleberg is a partner in Safari Consulting, a business focused on organizing safaris. Luther King Capital Management Corporation serves institutional and individual clients, offering separately managed portfolios, sub-advisory services, model portfolios, and financial planning. The firm employs a fundamental, bottom-up approach across a variety of equity and fixed income strategies and manages assets for a diverse range of clients including pension plans, government entities, and mutual funds.

Nicolas Del Tatto is a financial advisor at PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His career includes positions at Bank of America, Merrill, and TD Ameritrade/Charles Schwab. Outside of traditional financial services, he briefly worked with We Buy Homes in USA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to PNC Bank employees. The firm uses approved model strategies managed by PNC or third parties with mutual funds and ETFs, relying on algorithmic risk assessments and annual rebalancing.

Kelley Conley is a Series 66-licensed financial advisor at First Command Advisory Services with four years of industry experience. Prior to joining the firm, Conley held roles at Virginia Commonwealth University, the University of Kentucky, and Spectator Hotel. Conley is based in Fort Worth, TX. First Command Advisory Services is an SEC-registered investment adviser specializing in financial planning and asset management for individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers a range of wrap-fee programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and an employee-owned structure.

Cody Howe is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Robinhood Markets, Inc., Fidelity Brokerage Services LLC, and First Command Brokerage Services Inc. Prior to his financial career, he was employed at Pizza Hut and the University of Texas at Arlington. 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 featuring model portfolios managed by a centralized Investment Management Team.

Annette Medley is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has experience working in the financial services industry since 2013, including roles at MassMutual, New York Life, and First Command. Outside of her advisory work, she also operates as a certified life coach and works as a Lyft driver. 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.

Jensen Weynands is a financial advisor at Farther with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including RBC Capital Markets and UBS. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform supplemented by in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a mix of ETFs, mutual funds, equities, and fixed income instruments.

Vanessa Avila is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked for McGowan Group Asset Management, Inc. for 14 years before joining Sanctuary Advisors in 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors through various portfolio management options, financial planning, and retirement plan consulting, employing multiple analytical approaches and offering both onshore and offshore solutions.

Jason Frizzell is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at AE Wealth Management since 2019 and previously spent six years at Global Financial Private Capital. He also owns JCF Financial Advisory, an insurance sales business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services through a platform-centered approach that combines model portfolios managed by AEWM, third-party strategists, and advisor-managed models.

Eric Tones is a CFP® professional with 18 years of industry experience, currently serving at Schwab Wealth Advisory since 2024. His prior experience includes roles at Charles Schwab, Edward Jones, and Fidelity Investments. Schwab Wealth Advisory 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–referred clients, using proprietary asset-allocation models and internal research tools to tailor recommendations.

Christopher Fisher II is a CFP® with 10 years of experience in the financial industry. He currently works at Schwab Wealth Advisory Inc., where he has been since 2021, and has prior experience with Charles Schwab, Bank of America, and Merrill. Fisher holds the Series 66 designation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s proprietary asset-allocation models and internal research tools to tailor recommendations aligned with clients’ goals and risk tolerance, operating on a large scale with over $218 billion enrolled in the program.

Mohamed Doumbia is a CFP® professional with five years of industry experience, currently affiliated with Schwab Wealth Advisory. His background includes roles at Charles Schwab and Co., TD Ameritrade, and previous entrepreneurial involvement with Clout Enterprises and Future Soccer. He also owns and manages a business called DML Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s proprietary asset-allocation models and research tools to offer tailored guidance, executing trades only with client authorization.

Michael Myers is a financial advisor with Schwab Wealth Advisory who holds Series 66 and Series 63 licenses and has 14 years of industry experience. His career includes 12 years at TD Ameritrade and more recent roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory 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 research tools. The firm focuses on tailored recommendations with trades executed only upon client authorization and employs formal compliance measures alongside its affiliation with Charles Schwab Futures and Forex LLC.

Todd Edwards is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Schwab Wealth Advisory, having joined Charles Schwab & Co., Inc. in 2024 after seven years at Edward Jones and one year at American National Diversified, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering recommendations tailored to clients’ goals and risk tolerance.

Sherrie Keylon is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior work includes roles at LPL Financial, The Public Utility Commission of Texas, The Home Depot, ELK Electric Inc, Kestra Investment Services, and Mass Mutual Investors 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, utilizing a centralized Investment Management Team to design and monitor model portfolios with discretionary authority.

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. His prior work includes roles at Thrivent Investment Management and TD Ameritrade, and he has been with First Command in various capacities since 2014. He also served at Christ Lutheran Church from 2018 to 2021. 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 through a centralized Investment Management Team and Wealth Portfolio Managers, using approved third-party managers and a structured investment approach.

Jonathan Holt is an advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked in mortgage lending and home construction. 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 using model portfolios managed by a centralized team and wealth portfolio 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 prior experience includes roles at Fisher Investments, Fidelity Investments, and Merrill. 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. The firm’s approach emphasizes asset allocation and investment selection guided by Schwab’s internal research tools, with client authorization required for all trades.