Maxwell Corey is a Series 66-licensed financial advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab, he held roles at Cardinal Group Management and engaged in several positions related to education and community organizations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice and financial planning with an emphasis on asset allocation and investment selection tailored to client goals and risk tolerance.

Travis Pullen is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience working in various capacities within First Command since 2026. Prior to his advisory role, he served in multiple medical and preventive medicine positions in the U.S. Navy from 2015 to the present. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a long-standing emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and manages approved portfolios and third-party managers.

Ethan Settle is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses. He has recently started his advisory career, with prior experience at multiple firms including Wells Fargo and Box Financial Advisors. Outside of finance, he has a background in the food service industry, having worked at Velvet Taco and Biscuit Bar. 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 approach utilizes proprietary asset-allocation models and internal research tools, delivering tailored recommendations without exercising discretionary trading authority.

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.

Troy Liddi is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining First Command, he worked at Knights of Columbus Asset Advisors and the Knights of Columbus. He serves as President of the Marine Executive Association, a nonprofit supporting veterans transitioning from active duty. 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 provides financial planning and multiple wrap-fee asset management programs, managed by a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.

Shea Byrd is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Empower, Byrd worked at Robinhood Asset Management and Charles Schwab. Outside of finance, Byrd has been involved with Parker County Veterinary Hospital and operated Skipper Supreme Cleaning LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Mark Steffe is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been with First Command Financial Planning, Inc. since 2010. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Colin Wright is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and five years of industry experience. His prior roles include positions at LPL Enterprise, Valic Financial Advisors, Jackson National Life Distributors, Allstate Insurance Company, and Edward Jones. 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Jonathan Deweese is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2003. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of services such as separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, employing a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies.

Jenny Don Carlos is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has 17 years of industry experience. Her prior work includes sixteen years at Smh Capital Advisors, Inc. and Sanders Morris Harris Inc. First Command Advisory Services is an SEC-registered 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

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.

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.

Justin Graves is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been associated with Princor Financial Services Corp and Principal Life Insurance Company since 2016. His outside business activities include involvement in insurance across multiple lines such as life, disability, health, group health, and long-term care. 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 abroad. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

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.

Calli Mcbee is a financial advisor at First Command Advisory Services with 17 years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Stock USA Execution Services, Inc. for six years before joining First Command Financial Inc. Mcbee is based in Fort Worth, TX. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular 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 manage portfolios.

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.