Charlene May is a financial advisor at First Command Advisory Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Command since 2018, following roles at Strittmatter Wealth Management Group, LPL Financial, and Smart & Savvy. Outside of her advisory work, she is an independent consultant with Rodan+Fields, participating in multi-level marketing of skincare products. 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.

Reade Achilli is a CFP® professional with three years of industry experience, currently serving with Schwab Wealth Advisory. His prior roles include five years at Bank of America and earlier positions at UBS Financial Services and MSI Financial Services. He holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain referred clients. The firm relies on Charles Schwab & Co.’s asset-allocation models and internal research to tailor recommendations based on client goals and risk tolerance.

David Van Der Wekken is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and 17 years of industry experience. His career includes roles at Morgan Stanley, Financial Engines Advisors, Scottrade, and various Wells Fargo entities prior to joining First Command in 2021. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Lakyia White is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds a Series 66 designation and has worked at various Schwab entities since 2019, including Schwab Wealth Advisory, Schwab Private Client Investment Advisory, and Charles Schwab & Co. Prior to joining Schwab, she held roles at Asset Campus Housing, ReMax Cortiers, Servitas Management Company, Fluent, Zipcar, and Texas A&M University. 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 or referred by Charles Schwab & Co. The firm’s recommendations are based on Schwab’s internal research tools and asset-allocation models, with client trades executed only upon authorization.

Jason Vaughn is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has prior experience at Capital One, where he worked for seven years. Vaughn has also been affiliated with various First Command entities since 2025. 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 featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Allen Kozel is a CFP® and holds a Series 66 designation with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2021. His prior experience includes roles at Envoy Advisory Inc., Odyssey Wealth Management, and First Allied Advisory Services, Inc. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Lydia Geisler is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at various Charles Schwab entities since 2014. Outside of her advisory role, she manages a rental property in Carrollton, Texas. 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 select Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset allocation models and research tools, with investment decisions made only upon client authorization.

William Nelson is a financial advisor with Guardian Life in Southlake, TX, holding Series 63 and Series 66 designations and 23 years of industry experience. His work history includes roles at Hilltop Securities Inc., Momentum Independent Network Inc., and currently Park Avenue Securities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary as well as third-party platforms.

Jayme Russell is a financial advisor at Luther King Capital Management Corporation with four years of industry experience. He holds a Series 65 designation and has been with Luther King Capital Management Corporation since 2011. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, employing a fundamental, bottom-up approach across equity, fixed income, and balanced strategies.

David Jamison is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has been with Charles Schwab and its affiliated entities since 2011. In addition to his advisory role, he provides financial counseling to members of Paradox Church in Fort Worth, Texas. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored annually to each client’s goals and risk tolerance.

James Stanford is a financial advisor at &Partners with Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he has interests in aircraft ownership through several LLCs and holds a minority stake in a Tropical Smoothie Cafe franchise. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and consulting services. The firm employs a range of strategies using both proprietary and third-party managers, supported by ongoing monitoring and account reviews.

Hazel Farinas Le Page is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at several First Command entities as well as at Dejavu. First Command Advisory Services, Inc. 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, delivering investment management through a centralized team that selects and monitors model portfolios and approved third-party managers.

Chelcie Sirvid is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked in various roles at First Command entities since 2019, as well as a prior position at Bank of America. 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 a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Brooke Heidelbaugh is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC. Prior to her advisory career, she spent four years at Texas A&M University and three years at Trinity Christian Academy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Xin Hao is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standardized asset-allocation models and internal research.

Christina Slavonik is a CFP® with 17 years of industry experience. She is currently with Mercer Global Advisors Inc., where she has worked since 2024. Her previous experience includes roles at Your Financial Pharmacist Planning, Keener Financial Planning, Quest Capital Management, and Raymond James Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate accounts, and various specialized programs.

Rohan Pritmani is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. His prior roles include positions at Charles Schwab & Co. and work in education and tutoring. 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 guidance uses standard asset-allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance.

Daniel Cummins is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Bank of America Private Bank, TIAA, Wells Fargo Clearing, and Chase Investment Services. Outside of his advisory role, he manages a residential rental property in Irving, Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s guidance is based on proprietary asset-allocation models and internal research, with client-specific recommendations reviewed at least annually.

Giovanni Arellano is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with the firm since 2026. Prior to his current role, his background includes service in the United States Marine Corps from 2017 to 2022. 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 using model portfolios and third-party managers selected by an internal Investment Management Team.

Fredrick Mesch III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has been involved with multiple entities including Mesch Wealth Advisors and Mesch PLLC, which provides tax preparation and general accounting services. Outside of financial advising, he is engaged in managing commercial real estate and agricultural land through various ownership roles. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by offering a range of advisory programs and back-office support, including investment management, compliance, and practice management. The firm provides advisors discretion in portfolio construction and manages model portfolios through its Investment Management and Research team.