Brian Helm is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has 20 years of industry experience, including roles at Helm Financial Group since 2019 and Principal Securities Inc. since 2016. He serves as a board member of Involved for Life, Inc., a nonprofit organization based in Dallas, TX. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Loy is a CFP® professional with 17 years of experience in the financial industry. He currently works with Schwab Wealth Advisory Inc., where he has been since 2026, and has held roles within Charles Schwab and Charles Schwab Bank since 2021. His prior experience includes positions at Drury Hotels, Edward Jones, Eagle Strategies (NY Life), New York Life Insurance, and Capital One Sharebuilder. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm offers guidance on asset allocation and investment selection based on Schwab’s standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Mason Goynes is a CFP® professional with eight years of industry experience, currently serving with AE Wealth Management, LLC in Fort Worth, TX. His prior experience includes roles at Gregory Ricks & Associates, Inc., Centanni Financial Group, Lincoln Financial Advisors Corporation, and Raymond James Financial Services, Inc. He also acts as a presenter for the Association for Financial Education and Advice (AFEA). AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion across more than 127,000 clients, supported by a robust platform and a large team of advisors.

Wade O Neal III is a financial advisor at Schwab Wealth Advisory, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including USAA, Merrill Lynch, Bank of America, and Fisher Investments. 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, using Schwab’s asset-allocation models and internal research tools to tailor recommendations. The firm’s structure includes affiliations with Charles Schwab & Co. and a registered futures merchant, offering a range of investment options with client-directed trade authorization.

Daniel Barker is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. He has 29 years of industry experience with prior roles at Cetera Advisor Networks LLC, Linsco/Private Ledger Corp. (formerly LPL Financial), Pinnacle Financial Group, and Summit Financial Group. Outside of his advisory work, Barker serves as a high school basketball referee with the Fort Worth Basketball Officials Association. CWM, LLC operates an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach guided by an Investment Committee that uses fundamental and technical analysis to construct and monitor model portfolios.

James Baurichter is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Schwab Wealth Advisory since 2012 and previously at Fidelity from 2005 to 2010. Schwab Wealth Advisory, Inc. 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 uses proprietary asset-allocation models and internal research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Jaimeson Smith is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Robinhood Financial, Robinhood Markets, and Fidelity Brokerage Services. He serves on the board of the American Heart Association and participates on the family board of directors for Allen Associates, Inc. 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 assets and employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by specialized offerings such as direct indexing and tax-loss harvesting.

Nicole Hargrove is a financial advisor at Schwab Wealth Advisory Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, BOK Financial Securities, Ameriprise, and Scottrade. 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 point-in-time wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Anabel Dimas is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. Schwab Wealth Advisory, Inc. 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 uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Scott Steger is a financial advisor at Principal Financial Services with over 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal since 2016. In addition to his advisory role, Scott is involved in insurance-related activities, providing life, disability, and annuity products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions.

Alexey Kassabov is a CFP® professional at Cerity Partners LLC in Fort Worth, TX. He has experience working at Cerity Partners since 2023, and previously held roles at Capital One and Flaherty Salmin CPAs. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that incorporates proprietary quantitative screening, manager selection, and private market solutions for qualified clients.

Shane Miller is a CFP® with 15 years of industry experience, currently serving as an advisor at Prime Capital Financial. Prior to joining Prime Capital, he worked at WPWealth LLP for 13 years and was involved with Bright Wealth Planning Limited Liability Company. Since March 2024, he has been President of Bright Wellness DFW, LLC, a healthcare company where he assists with payroll, accounting, and business consultations. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings. The firm employs various investment strategies and maintains an affiliated accounting subsidiary to provide tax planning and financial administration services.

Daniel Edwards is a financial advisor at Carson Wealth based in Southlake, TX, holding a Series 66 designation with six years of industry experience. His work history includes roles at Cetera, Armstrong Purselley Wealth Management, Bank of America, and Merrill. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios guided by an Investment Committee and providing tailored investment solutions through various custodial and technology partnerships.

Analiese Holmes is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and two years of industry experience. Her background includes roles at Buckingham Strategic Wealth, Clintsman Financial Planning, Texas Instruments, and Texas A&M University. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a range of services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an “enhanced open architecture” that integrates active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ risk tolerance, liquidity, and tax considerations.

Sean Martin is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has worked at several financial firms, including Bokf, Na and BBVA Compass Insurance Agency, Inc. Sean is based in Ft Worth, Texas. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its advisory process and partners with Envestnet Retirement Solutions for retirement plan services.

Jonathan Stein is a financial advisor with Kestra Advisory Services LLC, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked at Prospera Financial Services, Inc. for 24 years before joining Kestra in 2024. Stein is also involved with Optima Wealth Management, Inc. providing financial advice on commissioned and fee-based accounts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, plan-level investment advice, and employee education, supporting recommendations with due diligence on performance, fees, and investment process.

Alexis Bonder is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory. Bonder has two years of industry experience, with prior roles at Fidelity Investments and FB Credit Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selection and wealth management consultations.

John Wheldon is a financial advisor at Schwab Wealth Advisory, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Nordstrom, and the University of Washington-Seattle. 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 advice is based on standardized asset-allocation models and internal research tools, with an emphasis on client authorization for trades and periodic reviews tailored to individual goals and risk tolerance.

Chance Naugle is a financial advisor with Principal Financial Services in Fort Worth, TX. He holds a Series 66 designation and began his career in the financial industry in 2026. Prior to joining Principal, he worked in various roles outside finance, including positions in hospitality and full-time education. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Kyle Bosworth is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab and Compass Group USA, as well as previous positions related to collegiate athletics and biology departments at UTRGV. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.