Bismarck Darko is a CFP® and ChFC® with 12 years of experience in financial advisory roles. He currently serves as an investment advisor at Creative Planning and is also an investment advisory representative at Sageview Advisory Group, where he provides asset management services. His prior experience includes positions at Goldman Sachs, JPMorgan Chase, USAA Financial Advisors, and TIAA. Creative Planning offers investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an estate law firm, trust company, and retirement plan recordkeeping services.

Richard Colleoni Jr. is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2017 and previously worked at Wunderlich Securities, Inc. from 2014 to 2017. Outside of his advisory work, he is involved in the international toy top community, developing and selling accessories. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports an extensive advisory network and offers tailored, discretionary investment advice through various account programs.

Shane Montejano is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Bank of the West, and BancWest Investment Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations primarily based on Charles Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Jason Preston is a financial advisor at Creative Planning with 13 years of industry experience. He has been with Creative Planning since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner of a real estate business in North Richland Hills, Texas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Scott Kimmel is a financial advisor with Principal Financial Services in Fort Worth, TX, holding a Series 63 designation and 39 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 2016. Outside of his advisory role, he sells fixed life insurance and fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Shawn Warren is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at firms including Arbor Point Advisors and Securities America, and also serves as owner/operator of a business that buys, modifies, and resells musical instruments. Additionally, he acts as a trustee managing a trust for a family member with special needs. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services, delivering advisory solutions through multiple program models with custody primarily arranged through Schwab and Fidelity.

Sarah Blackshear is a financial advisor at Prime Capital Financial with nine years of industry experience. She holds a Series 66 designation and has worked with firms including The Charles, Cambridge Investment Research, and Lawing Financial. Outside of advising, she was involved with Hotel Zaza (Z Resorts) for eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers comprehensive asset management, financial planning, and family office services, employing a mix of investment strategies and platforms to address a wide range of client needs.

Bao Vo is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Westlake, TX. His prior roles include positions at Charles Schwab & Co., Inc., TD Ameritrade, and experience running a small business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm delivers annual financial reviews and investment recommendations but does not exercise discretionary trading authority.

Stephen Beckmann is a Series 66-licensed financial advisor with Integrity Alliance, LLC, based in Bedford, TX, and has two years of industry experience. Prior to joining Integrity Alliance in 2026, he worked in multiple roles at Bankers Life from 2022 to 2026. He also spent 15 years with the Hurst Euless Bedford Independent School District. Beckmann’s non-investment business activities include recruiting and training insurance agents for Bankers Life, focusing on life and health insurance products. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers, utilizing multiple investment approaches and platforms.

Jenna Sands is a financial advisor with Eagle Strategies (NY Life) based in Fort Worth, TX. She holds the Series 66 and Series 63 designations and has two years of industry experience. Prior to her financial services career, she worked for eight years with Plano ISD and completed a teacher certification through Region 10 ESC. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Brian Carrillo is a financial advisor at Cetera Planning Partners in Dallas, TX, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Merrill, Bank of America, Charles Schwab, and multiple Cetera-affiliated firms. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including Social Security optimization and retirement advice, with a diversified investment approach centered on mutual funds and ETFs aligned to client objectives and risk tolerance.

Robyn Schmid is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and experience that includes prior roles at Fisher Investments and as an attorney. She has worked in both legal and investment fields since 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering services such as annual financial reviews and investment recommendations guided by Schwab’s asset allocation models and research tools.

Christopher Morrison is a Series 66-licensed financial advisor with four years of industry experience. He is currently with PNC Wealth Management and previously worked at Equitable Advisors and Regions Bank. Outside of his advisory role, he is also a pipe organist. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party management to implement portfolios using mutual funds and ETFs.

Adaryan Jones is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. He previously worked at Big Insurance Group for three years and has a background that includes five years at Texas Tech. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and client savings rates through an integrated model tied to Empower’s administrative platforms.

Carlo Tashjian is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Schwab Wealth Advisory since 2022 and has also worked with Charles Schwab & Co., Inc. since 2019. Prior to his advisory roles, he held positions at Sturgis Charter Public School, UMass Amherst, and SourceOne, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in 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 leaving final trading decisions to clients.

Neal Shields is a financial advisor with Osaic Advisory Services, LLC and holds the Series 66 designation. He has 12 years of industry experience, including roles at Wells Fargo Advisors and Triad Advisors. Neal also serves as a director and financial advisor at Morgan Capital Solutions, LLC. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and partnerships with third-party platforms and managers.

Kenneth Russell IV is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2017. Outside of his advisory role, he provides private tennis lessons to individuals in his community. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through Schwab’s asset allocation models and research tools, with final investment decisions made by clients.

Juan Sanchez is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked previously at Fisher Investments, Fidelity Investments, Victory Capital, and USAA in various advisory and investment roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients ongoing financial reviews, retirement planning, and investment recommendations that include stocks, bonds, mutual funds, ETFs, and separately managed accounts. The firm operates within the Schwab ecosystem using proprietary research tools and models, with advisory recommendations made by its associates while clients maintain final trading authority.

Christopher Baker is a CFP® with 10 years of industry experience, currently affiliated with Cetera Planning Partners in Dallas, TX. His career includes roles at firms such as Northwestern Mutual, LPL Financial, and Merrill. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and additional services including tax planning and estate-planning solutions. The firm’s investment approach emphasizes diversified portfolios aligned with client objectives and risk tolerance, supported by a larger Cetera network with access to institutional resources and coordinated estate-planning services.

Mary Elliott is a financial advisor with Truist Advisory Services in Fort Worth, Texas, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her career includes two decades at Merrill followed by roles at BB&T Securities and Truist Advisory Services since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate resources.