Frederick Mesch II is a financial advisor with Commonwealth Financial Network in Fort Worth, TX, holding a Series 63 designation and over 33 years of industry experience. He has worked at Commonwealth since 2018 and concurrently leads Mesch Wealth Advisors. Outside of advisory services, he is involved in an accounting and tax preparation firm, Mesch, PLLC, and participates in nonprofit management through co-ownership of Hope for Everybody, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside proprietary model portfolios and various program structures to meet diverse client needs.

Ashley Langan is a financial advisor at D.A. Davidson & Co. with three years of industry experience. Prior to joining D.A. Davidson in 2023, she worked at MyNurse Home Care, Inc. and Fayez Sarofim & Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with significant assets.

Bradley Bruce is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Merrill from 1988 to 2021 and Bank of America from 2011 to 2021 before joining Sanctuary Wealth in 2021. Outside of his advisory role, he is a founder of B&B Ventures, Inc., a company providing merger and acquisition services. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers various portfolio management options, financial planning, and retirement plan consulting, utilizing multiple analytical approaches and acting as a fiduciary under written agreements.

Ronald Haney is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Commerce Street Capital. Outside of finance, Haney is involved in music production as a guitarist, vocalist, writer, and producer for custom music cues used in radio, TV, and film. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Johnny Ortega is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, Merrill, Bank of America, Charles Schwab, and TD Ameritrade. He is based in Fort Worth, TX. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to support its advice programs, serving a large client base primarily with non-discretionary investment assets.

John King Jr. is a CFA® charterholder with 34 years of industry experience. He has been with Luther King Capital Management Corporation since 1979. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, model portfolio management, and financial planning. The firm’s investment teams employ fundamental, bottom-up analysis across various equity and fixed income strategies and manage roughly $31.5 billion in assets.

Cailley Bryan is a CFP® and Series 66-licensed financial advisor with Schwab Wealth Advisory in Westlake, TX. Bryan has four years of industry experience and previously worked at Baylor University and in roles outside finance including at Cupertino Dental Group and Nothing Bundt Cakes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab's asset allocation models and research tools. The firm’s advisors recommend investment allocations and conduct at least annual account reviews while final trading decisions remain with clients.

Christopher Hayes is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has been associated with Charles Schwab since 2007. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across a variety of asset classes while leaving final trading decisions to clients.

Edward Skinner Jr. is a CFP® and ChFC® with 11 years of industry experience. He is currently an advisor at Empower Advisory Group and has previously worked at The Vanguard Group, Personal Capital, New York Life Insurance Company, and USAA Financial Planning Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and client savings rates, delivering services through Empower’s recordkeeping and administrative platforms.

Brandon Watson is a financial advisor with Schwab Wealth Advisory in Westlake, TX. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments, Mobius Financial Advisors, and Charles Schwab & Co., Inc. Outside of the financial industry, he has worked in retail and food service. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, serving primarily individual clients while not acting as a discretionary portfolio manager.

Corbin Bulger is an advisor at Schwab Wealth Advisory with a Series 66 credential and less than one year of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., BMY Wealth Management Group, Patillo Brown & Hill, and Tarleton State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Daniel Croonquist is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities for over a decade before joining Sanctuary Advisors in 2023. In addition to his advisory role, he is involved in the sale of fixed and variable annuities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of more than 400 independent advisers. The firm offers a variety of portfolio management solutions and financial planning services, employing multiple analytical approaches and acting as a fiduciary under written agreements.

Brett Mcbroom is a financial advisor with Cerity Partners LLC in Fort Worth, TX. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles in parking management, banking, and motorsports, as well as several periods of full-time education. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm’s investment approach combines proprietary quantitative screens with third-party managers and individual securities, offering a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Jin Sub Hwang is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2017, following two years with Fidelity Brokerage Services. Outside of advising, he is involved in leasing a second home in Dallas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and customized investment recommendations using Schwab’s research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, distinguishing its model from many enterprise wealth managers.

Richard Maples is a financial advisor with Money Concepts Capital Corp in Fort Worth, TX, holding a Series 65 license and 11 years of industry experience. Prior to his current role, he worked at Vann Equity Management LLC and Per Stirling Capital Management, LLC. Outside of advising, he is the owner and managing member of A. Maples, LLC, practices law through Maples Law Firm as an attorney, and manages Rocking Morning Ranch, Ltd., which operates a ranch for agricultural and recreational purposes. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolio programs, supported by various technology platforms, and operates alongside affiliated broker-dealer and insurance entities.

David Abed Rabboh is a CFP®-credentialed financial advisor with 19 years of industry experience, currently affiliated with Schwab Wealth Advisory in Westlake, TX. His career includes roles at TD Ameritrade and Scottrade prior to joining Charles Schwab and Schwab Wealth Advisory in 2023. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while clients retain final trading decisions.

Jonathan Lennox is a CFP® with 24 years of experience in the financial industry. He is currently affiliated with Independent Financial Group, LLC, where he has worked since 2017. His prior experience includes roles at USAA Financial Planning Services, USAA Financial Advisors, Inc., Riverstone Wealth Management, Inc., and Morgan Stanley DW Inc. Lennox serves as an officer and owner of Lennox Wealth Strategies and is a volunteer board member for a homeowners association. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and various institutional entities. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation and manager selection with both passive and active investment approaches.

Rhonda Windsor is a financial advisor at Guardian Life with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and LPL Enterprise. Outside of her advisory role, Rhonda is a commissioned Notary Public in Texas and participates in direct sales marketing with Melaleuca The Wellness Company. Her firm, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. Park Avenue Wealth Management offers a range of brokerage services, financial planning, and advisory programs that incorporate proprietary and third-party strategies.

David Dowler is a financial advisor at Luther King Capital Management Corporation in Fort Worth, TX, holding Series 63 and Series 65 designations with 34 years of industry experience. He has been with Luther King Capital Management since 1986. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies, managing mutual funds, separate accounts, and private investment partnerships.

Scott Schramm is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Charles Schwab in various capacities since 1997 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering investment recommendations and wealth management education using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.