Analiese Holmes is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Buckingham Strategic Wealth, LLC and Clintsman Financial Planning, as well as work at Texas Instruments and Texas A&M University. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Peter Schenck is a Certified Financial Planner® at First Command Advisory Services with 17 years of industry experience. He has been with First Command in various capacities since 2008. Outside of his advisory work, he and his wife manage a rental property in Minnesota. 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, utilizing a centralized Investment Management Team to select and manage portfolios with discretionary authority.

Sean Martin is a financial advisor with Truist Advisory Services in Ft Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has held roles at several organizations including BOKF, NA and BBVA Compass Insurance Agency, Inc. prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a range of inter-affiliate resources.

Alyssa Benton is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Grant Thornton. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth management solutions supported by a large integrated financial group.

Alexis Bonder is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory. Bonder has two years of industry experience, with prior roles at Fidelity Investments and FB Credit Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selection and wealth management consultations.

Carolyn Elrod is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds a Series 65 designation and has 16 years of industry experience, including over a decade at First Command Advisory Services and a longer tenure with First Command Financial Planning, Inc. 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, using a centralized team to design and manage model portfolios with selected third-party managers.

Michael Randazzo is a financial advisor with SPC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2008. Outside of his advisory role, he operates Randazzo Financial Group as an independent licensed insurance agent, providing financial services and insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

John Wheldon is a Series 66-licensed financial advisor at Schwab Wealth Advisory with three years of industry experience. Prior to joining Schwab, he worked at Nordstrom for six years and studied at the University of Washington-Seattle. Schwab Wealth Advisory, Inc. 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 services include asset allocation guidance and investment selection using proprietary research tools, with client-authorized trade execution and at-least-annual portfolio reviews.

Kyle Burgoyne is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at J.P. Morgan Securities LLC, Fisher Investments, Capital One Investing, and ClubCorp, as well as operating a general store business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, catering to workplace, high-net-worth, and ultra-high-net-worth clients.

Kyle Hashimoto is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining First Command, he served in the United States Army for 12 years and has held roles at A&K Plaques LLC and Instacart. 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 overseen by a centralized Investment Management Team, providing discretionary portfolio management through model portfolios and third-party managers.

Kyle Bosworth is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab and Compass Group USA, as well as previous positions related to collegiate athletics and biology departments at UTRGV. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Gabriel Allsop is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Westlake, TX, having one year of experience with both Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Prior to joining Schwab, he worked at Freedom Credit Union and Amazon, and has a background that includes several years in full-time education. 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 select Schwab & Co.-referred clients. The firm’s recommendations are based on Charles Schwab & Co.’s asset allocation models and internal research tools, with trades executed only upon client authorization.

Perry Price is a Series 66-registered financial advisor with First Command Advisory Services in Fort Worth, TX, and has two years of industry experience. Prior to his advisory role, he has served in the United States Air Force since 2011 and currently holds the position of Instructor Flight Engineer in the Air Force Reserves. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Joanne Olson is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked in integrative medicine and the solar energy sector. Olson is also self-employed under Joanne K. Olson. First Command Advisory Services, Inc. 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 using centrally managed model portfolios and third-party managers from approved lists.

Jordan Butz is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with First Command since 2026. Prior to joining the firm, he served in the United States Army and held positions at Kohl’s, Amazon, and Target. 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 managed by a centralized Investment Management Team.

Paul Greenwell is a financial advisor at Luther King Capital Management Corporation with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Luther King Capital Management since 1983. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and mutual funds. The firm employs fundamental, bottom-up analysis across a range of equity, fixed income, and balanced strategies and manages approximately $31.5 billion in assets.

Aljon Lovelace is a CFP® and Series 66-licensed financial advisor at Empower Advisory Group with 14 years of industry experience. His career includes roles at Empower Advisory Group, JustAnswer, MDRN Capital, Edge Creek Wealth Management, and Retirement Planners of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

Brian Armstrong is a financial advisor with Carson Wealth in Southlake, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and has worked with firms including Cetera and First Financial Equity Corporation. Armstrong is also involved in financial services through multiple affiliated entities and holds a partner role in a holding company. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to manage model portfolios and offering customized solutions such as Orion Custom Indexing and access to alternative investments.

Robert Howell is a CFP® certified financial advisor with six years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having previously worked at Morgan Stanley and Merrill Lynch. 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’s advice is guided by Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Gina McDonald is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank, spanning over a decade at those firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.