Clark Woodruff is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2023, with prior experience at Farmers Insurance. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, supported by specialized programs and access to alternative investments within the broader Goldman Sachs ecosystem.

Tina Caddell is a financial advisor at First Command Advisory Services with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with First Command Financial Planning, Inc. since 2015. First Command Advisory Services 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, utilizing centralized investment management and a prescribed selection of third-party managers.

Caroline Zortman is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, she worked at SEI Investments for three years and has a background in education, having spent four years each at Bucknell University and Brebeuf Jesuit Preparatory School. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Kalie Goudy is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Schwab Wealth Advisory since 2016, working within the Schwab organization since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not engage in discretionary trading or direct client billing.

Adrian Moon is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 credentials. He has one year of industry experience and previously served in the United States Army from 2021 to 2025. 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 various wrap-fee asset management programs, employing a centralized investment management team to design and manage client portfolios through a discretionary investment management agreement.

Benjamin Stevenson is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and American Fidelity Assurance Company. Prior to entering the financial sector, he worked in education at various schools from 2015 to 2024. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Wesley Wood is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Wood is also the owner of Wood Private Wealth Management LLC, where he provides financial planning and educational services to individuals and families without making investment recommendations. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering services such as portfolio management, financial planning, and retirement plan consulting through a large network of independent advisers. The firm employs various analytical approaches and offers discretionary and non-discretionary account management, with a platform that includes multiple affiliations and a fiduciary standard when agreements are in place.

Christopher Mc Neal is a financial advisor at Cerity Partners LLC in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, RBC Capital Markets, LLC, Raymond James Financial Services Advisors, Inc., and Jackson National Distributors, LLC. Cerity Partners provides customized wealth management and related services to a wide range of clients, including individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and proprietary quantitative screening alongside third-party managers and individual securities, and operates multiple private-markets offerings and affiliated consulting and insurance practices.

Henry Jackson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Worldwide Express, CBI Insurance, and Cincinnati Insurance Company. Jackson studied at Baylor University and Kentucky Country Day. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Pedro Campos Mejorado is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previous experience at JP Morgan Securities, TD Ameritrade, and UnitedHealth Group. Outside of his advisory role, he works as a delivery driver for Uber. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations supported by Schwab’s proprietary research tools.

Charles Garner is a CFP® professional with 34 years of experience in financial advisory. He is currently with Schwab Wealth Advisory Inc. and has held roles across various Schwab entities and USAA Investment Management since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while maintaining an internal advisory structure within the Schwab ecosystem.

Luke Palmer is a CFP® with 17 years of industry experience, currently serving as an advisor at Commonwealth Financial Network. He previously worked at Edward Jones for 11 years and co-owned Bisdorf Palmer, LLC before launching Palmer Wealth Group. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Gary Walsh is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Luther King Capital Management Corporation since 1995. Luther King Capital Management Corporation advises a mix of institutional and individual clients, including trusts, foundations, pension plans, and registered investment companies. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages a range of separately managed portfolios, mutual funds, and private investment vehicles.

Susan Gomez is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Luther King Capital Management Corporation since 2023. She is also the managing member and chief compliance officer of KONNECT Health and Wealth LLC, a role she has held since 2013. Luther King Capital Management Corporation advises a diverse client base that includes individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs a fundamental, bottom-up investment approach across various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Andrew Sorenson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and having 21 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2004. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs network, utilizing strategic allocation models and proprietary analytics to tailor investment solutions.

Chalitda Hughes is a Series 66-registered financial advisor with First Command Advisory Services in Fort Worth, TX, with four years of industry experience. Her prior roles include work with First Command Insurance Services and First Command Brokerage Service, as well as experience as a tutor and involvement with fitness-related activities. She serves as Treasurer on the board of the Monterey Bay Spouses Club, managing the organization’s finances and compliance. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable 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 approved lists.

George Sorto is a CFP® professional with nine years of industry experience. He currently serves as an advisor at Schwab Wealth Advisory and has previously worked at TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Dylan Jones is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including TD Ameritrade, Robinhood Financial, and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations primarily using Schwab’s standard asset allocation models and research tools.

James Wilson is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and three years of industry experience. He has worked with Empower Financial Services since 2023 and held previous roles at J3 Enterprise and Orlando Access Group Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.

Jeffrey Jensen is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at TD Ameritrade, Charles Schwab, and Charles Schwab Bank. He serves as a board member and president of a local Kiwanis Club, where he contributes to coordinating volunteer activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering clients financial reviews, retirement planning, and investment recommendations through standard asset allocation models and Schwab research tools.