Phillip Hebert is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Agents Alliance and Cambridge Investment Research, Inc. Outside of advisory services, Hebert is involved in insurance product sales through National Agents Alliance and Freedom Financial Group. Integrity Alliance is an enterprise firm serving a broad client base including individuals, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through over 300 independent advisors and offers a range of investment management and financial planning services utilizing discretionary accounts, model portfolios, and third-party sub-advisers.

Daniel Mahaffey is a CFP® professional at Schwab Wealth Advisory with 15 years of industry experience. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab since 2018, following eight years at TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning through the Schwab Wealth Advisory program, serving clients with guidance on asset allocation and investment selection based on Charles Schwab & Co.’s proprietary models and research tools. The firm operates without discretionary trading authority and offers tailored recommendations reviewed at least annually.

Ty Chesnut is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Cetera Advisors, Sageview Advisory Group, LPL Financial, and Fidelity Investments. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Christopher Simmons is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Ameriprise Financial Services and AXA Advisors. Simmons is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.

Scott Shoates is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently an advisor with Schwab Wealth Advisory and has held roles at Charles Schwab & Co., TD Ameritrade, and Fidelity during his career. Shoates holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and CS&Co.-referred clients, offering guidance on asset allocation and investment selection with trades executed only upon client authorization.

Stacey Tate is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. She holds a Series 65 designation and has been involved with Brookstone since 2007. Prior to her current role, she worked at American Financial Retirement Insurance. Outside of her advisory work, Tate is a health and wellness coach with Optavia. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering discretionary management via model portfolios, unified managed accounts, and separately managed accounts.

Roy Plumlee is a CFP® professional with 31 years of industry experience. He currently serves as a financial advisor at Schwab Wealth Advisory Inc., where he has worked since 2021. His prior experience includes roles at USAA Investment Management Company, USAA Financial Advisors, Inc., and Charles Schwab. 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 utilizes Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Sarah Samm is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Her prior work includes roles at Charles Schwab & Co., Texas Trust Credit Union, and Walmart, as well as several years of full-time education and positions in retail and event management. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co., providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on internal asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Michael Brown is a CFP®-designated financial advisor with Schwab Wealth Advisory, Inc., holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. He has worked with Charles Schwab and Co., Inc. since 2020 and previously held roles at USAA Financial Planning Services and USAA Investment Management Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select referred clients, offering guidance on asset allocation and investment selection based on Charles Schwab’s asset-allocation models and research tools.

Sarah Walkinshaw is a CFP® with 11 years of experience in the financial services industry, currently serving as an advisor at Schwab Wealth Advisory. Her prior roles include positions at Charles Schwab & Co., Royal Alliance Associates, and Retirement Plan Management. Outside of her advisory work, she is active in her community as the Teacher Appreciation Chair for the Roanoke Elementary School PTA and Cubmaster for a local Scouting America Cub Scout Pack. Schwab Wealth Advisory 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 advice is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Andrew Bishton is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 designations and has 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. 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 and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to guide investment decisions, with recommendations tailored to clients' goals and risk tolerance.

Troy Jackson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at KeyBank, Paragon One, PriceWaterhouseCoopers, University at Albany Campus Center Management, and Target. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management along with specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary and third-party analytics, and integrates resources across the broader Goldman Sachs platform.

Robin Roden is a CFP® professional with 21 years of experience in the financial services industry. She is currently with Schwab Wealth Advisory, Inc., where she has worked since 2026, following roles at Charles Schwab, TD Ameritrade, and TIAA-CREF. Her background includes a mix of advisory and insurance services across several firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm’s advice is based on internal research and standard asset-allocation models, with trades executed only upon client authorization.

Wanda Gray is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior experience includes roles at The Vanguard Group, TD Ameritrade, TIAA, Wells Fargo, and Ameriprise. Outside of her advisory work, she is a co-owner of a trucking company and serves as a board member for the Mesquite Housing Authority. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in its program and certain Charles Schwab & Co.-referred clients. The firm’s approach relies on Schwab’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Christopher Byrd is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Charles Schwab & Co., Charles Schwab Bank SSB, USAA Investment Management Company, USAA Financial Planning Services, and J.P. Morgan Securities. Outside of finance, he is a passive partner in Byrd Craft, LLC, a clothing and jewelry distribution business. Schwab Wealth Advisory 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 investment guidance is based on proprietary asset-allocation models and internal research, with at least annual reviews tailored to clients’ goals and risk tolerance.

David Corkum is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., having also worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TDAmeritrade, Inc., and Fidelity. 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 and certain Charles Schwab-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with a focus on tailored recommendations and client authorization for trades.

Nathan Smith is a Series 66-licensed financial advisor with 20 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been since 2025, and previously spent 19 years at TD Ameritrade, Inc. Nathan is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to individual client goals and risk tolerance.

James Park is a Series 66-credentialed financial advisor at Guardian Life with eight years of industry experience. His prior roles include positions at Edward Jones, Principal Life Insurance Company, and McCune and Whitely Wealth Management. Park serves as a board member of the Euless Historical Preservation Committee and is secretary for the Euless Citizen's Fire Academy Alumni Association. He works within Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers both proprietary and third-party investment solutions.

Bushra Tariq Rumi is a CFA® charterholder with 8 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has held roles at Charles Schwab and TD Ameritrade, with prior experience at Phlox Capital Management and as a self-employed advisor. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using proprietary asset-allocation models and research tools to tailor guidance based on client goals and risk tolerance.

Thomas Stone is a CFP® professional with 10 years of experience in the financial services industry. He has worked at Mercer Global Advisors Inc. since 2026 and previously held roles at Box Financial Advisors, Box Insurance Agency, and Morgan Stanley Private Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.