David Abed Rabboh is a CFP®-credentialed financial advisor with 19 years of industry experience, currently affiliated with Schwab Wealth Advisory in Westlake, TX. His career includes roles at TD Ameritrade and Scottrade prior to joining Charles Schwab and Schwab Wealth Advisory in 2023. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while clients retain final trading decisions.

Jonathan Lennox is a CFP® professional with 24 years of industry experience, currently serving at Independent Financial Group, LLC since 2017. Prior to this, he worked at USAA Financial Planning Services and USAA Financial Advisors, Inc. from 2011 to 2017. He is the owner of Lennox Wealth Strategies and serves as a volunteer board member for the Lakepoint Homeowners Association. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and offers advisory programs through its AccessPoint platform and third-party asset managers.

Edward Brownstein III is a CFP® with 18 years of industry experience and has been with Creative Planning since 2015. He holds Series 63 and Series 65 licenses and is based in Lewisville, TX. 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 utilizes a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques and integrated retirement plan services.

Rhonda Windsor is a financial advisor at Guardian Life with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and LPL Enterprise. Outside of her advisory role, Rhonda is a commissioned Notary Public in Texas and participates in direct sales marketing with Melaleuca The Wellness Company. Her firm, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. Park Avenue Wealth Management offers a range of brokerage services, financial planning, and advisory programs that incorporate proprietary and third-party strategies.

Nicholas Rice is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Flower Mound, TX, and has four years of industry experience. His prior work includes roles at NYLIFE Securities, LLC, The Rudd Company LLC, and Kansas Wesleyan University. He is co-owner of Messett Rice & Associates, LLC, and owner of Rice Wealth Management, LLC, both entities facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and solutions, including discretionary model portfolios managed by its Investment Management and Research team.

David Dowler is a financial advisor at Luther King Capital Management Corporation in Fort Worth, TX, holding Series 63 and Series 65 designations with 34 years of industry experience. He has been with Luther King Capital Management since 1986. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies, managing mutual funds, separate accounts, and private investment partnerships.

Scott Schramm is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Charles Schwab in various capacities since 1997 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering investment recommendations and wealth management education using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.

Victor Nuncio is a financial advisor with Schwab Wealth Advisory in Westlake, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Charles Schwab, ICompeteX, and H&M Hennes & Mauritz. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and tailored investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on Schwab’s research tools and asset allocation models without exercising discretionary trading authority.

Trevor Johnson is a CFP® with nine years of experience in the financial services industry, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of his advisory work, he is a landlord of a rental property. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations within the Schwab ecosystem. The firm’s advice is delivered through standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Tyler Bartlett is a CFP® and ChFC® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman and Merriman Wealth Management for a combined 19 years. Outside of financial advising, he is the owner and founder of Lawn Rentals, LLC, a business renting lawn equipment in the Fort Worth area. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies along with private and registered funds.

Lance Stamper is a financial advisor with Primerica Advisors based in Fort Worth, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. He also assists clients aged 65 and older with Medicare-related matters through United Healthcare. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement consulting. The firm employs a range of investment strategies including proprietary model portfolios and third-party managers, offering both discretionary and non-discretionary account management.

Joan Maynard is a Series 65-credentialed financial advisor with 33 years of industry experience. She has been with Luther King Capital Management Corporation since 1986. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and manages various mutual funds and separately managed portfolios.

Carlos Benitez is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Schwab Wealth Advisory Inc., having joined in 2026, and previously worked for The Vanguard Group, Inc. from 2021 to 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily through Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients for advisory services.

Jordan Bommarito is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab Wealth Advisory since 2023 and has additional experience at Charles Schwab & Co., Inc. from 2021. Prior to his financial services career, he held positions at various organizations including Woodside Bible Church and Michigan State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models, with client-controlled trading decisions.

William Rosenthal is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is currently with Beacon Pointe Advisors, LLC and has previously worked at firms including LPL Financial and National Planning Corporation. Outside of advisory work, he is involved in managing real estate investments and insurance services through several private business ventures. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes third-party independent managers selected through a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Vineet Kalra is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at The Quantum Group, Ash Brokerage, and Global View Capital Management. Outside of financial advising, he is the managing member and consultant at Capilano Solutions LLC, an information technology firm. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure across its extensive network of advisors.

Mark Johnson Jr. is a financial advisor at Luther King Capital Management Corporation with 22 years of industry experience. He has held his current role since 2011 and holds Series 63 and Series 65 designations. Luther King Capital Management Corporation serves a range of clients including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies, managing approximately $31.5 billion in assets with a team of around 73 investment and other professionals.

Anna Mpinga is a financial advisor with Eagle Strategies (NY Life) in Ft Worth, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at Crystal Clear Financial Group, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Bruce Vernon is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2017. Outside of his advisory role, he owns several businesses, including an e-commerce collectibles store, a travel tourism company, an education firm, and a rental services company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities and separately managed accounts. The firm operates within the Schwab ecosystem and delivers advice using standard asset allocation models and research tools, with final investment decisions made by clients.

Scott Shannon is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has held positions at Charles Schwab & Co., Inc., Staples, Health Management Systems, Papa John's International, and The University of Texas at Dallas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations across a range of investments using Schwab’s research tools and asset allocation models, while leaving final trading decisions to clients.