Victoria Wood is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co. and Fidelity Investments. 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 guidance is based on Schwab’s asset allocation models and research tools, offering tailored recommendations reviewed at least annually.

Matt Magee is a CFP® professional affiliated with Sanctuary Advisors, LLC in Fort Worth, TX, with five years of industry experience. His career includes roles at Sanctuary Securities, Inc., WPWealth LLP, Frost Insurance, and Call Box. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers portfolio management through various programs and employs multiple analytical approaches, operating both onshore and offshore with fiduciary responsibilities under written advisory agreements.

Steven Vander Velde is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory work, Vander Velde serves as a precinct chair, engaging with the community to encourage voter participation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, managing accounts using both discretionary and non-discretionary strategies with various investment approaches.

Shawn Mc Guire is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and also has experience with Charles Schwab & Co., Inc. dating back to 2021. Prior to his financial services career, he worked in retail and food service roles. 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 certain Charles Schwab & Co.-referred clients. The firm’s investment guidance is based on proprietary asset-allocation models and internal research, with client approvals required for all trades.

Aisha Rada is a financial advisor at Kestra Advisory with nine years of industry experience and holds a Series 66 designation. Her prior work includes roles at Ameriprise, Robert Baird & Co., JPMorgan Chase Bank, and J.P. Morgan Securities. She has also been involved with entrepreneurial ventures such as Livenomadik, LLC and Hip Chic Boutique. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party managed solutions, serving a broad client base that includes large institutional investors.

William James is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, PNC Bank, J.P. Morgan Securities, and Fidelity Investments. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools for manager selection and ongoing portfolio monitoring, supported by its affiliation with Truist Financial and related entities.

Elizabeth Marquez is a Series 66 licensed financial advisor with Truist Advisory Services in Westlake, TX, where she has worked for four years. Her career has been entirely with Truist and its predecessor entities since 2014. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a broad range of advisory services, including access to third-party investment managers through the Envestnet platform.

Joseph Stroud is a financial advisor with Empower Advisory Group in Keller, TX, holding Series 66 and Series 63 licenses and 18 years of industry experience. His work history includes roles at Empower Financial Services, Castle Placement, BT84 Group, and Fidelity Investments. 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 retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Brian Matlock is a financial advisor at Mercer Global Advisors Inc. with 27 years of industry experience. His prior roles include positions at Steward Wealth Management, TD Ameritrade Institutional, WWK Wealth Advisors, LPL Financial, and Fidelity. He holds Series 63, 65, and 66 designations. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm utilizes a globally diversified, risk-appropriate investment approach emphasizing low-cost ETFs, index funds, and multi-factor strategies, complemented by educational content and integrated service lines.

Clay Jinks is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Buckingham Strategic Wealth, LLC and Jojenco Holdings, LLC. Clay is based in Southlake, TX. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, as well as employee benefit retirement plan services. The firm employs a long-term investment approach that incorporates both active and passive strategies, with portfolios tailored to clients’ risk tolerance, liquidity, and tax circumstances.

Mitchell Randall is a financial advisor at PNC Wealth Management in Fort Worth, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at TIAA-CREF Individual & Institutional Services, Charles Schwab, and Prospera Financial Services. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account offered as an invitation-only pilot to employees. The firm uses algorithmic risk assessments to guide investment models executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third-party strategists.

Christopher Pleshek is a financial advisor at Cerity Partners LLC in Fort Worth, TX, holding the PFS™ designation with one year of industry experience. His prior experience includes roles at Whitley Penn, LLP and Texas Christian University. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework that combines proprietary quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Scott Miracle is a CFP® professional with seven years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and United Parcel Service. 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-referred clients. The firm’s approach uses proprietary asset-allocation models and research tools, offering guidance tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Joshua Woodring is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He previously worked at TD Ameritrade before joining Charles Schwab & Co. and later Schwab Wealth Advisory. Outside of his advisory role, Woodring is involved as a passive investor in True Vine Brewing and participates in land development activities. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach includes guidance on asset allocation and investment selection based on proprietary research and standard models, with client authorization required for trades.

La Darius Wilkerson is a financial advisor at Schwab Wealth Advisory, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Amicus Financial Advisors, Charles Schwab & Co., Inc., Northwestern Mutual, and Chase Bank. 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 advice is based on Schwab’s asset-allocation models and internal research tools, offering client-tailored recommendations without exercising discretionary trading authority.

Nicholas Purgason is a Series 65-credentialed financial advisor with eight years of industry experience at Independent Financial Partners. He has worked at Independent Financial Partners since 2018 and also serves as an assistant principal at Grand Prairie Independent School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management, supports a formal retirement-plan advisory practice, and serves individual, charitable, corporate, and high-net-worth clients.

Sean Linder is a financial advisor with Schwab Wealth Advisory Inc. in Westlake, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab, Fidelity Personal and Workplace Advisors, and Allstate Insurance Co. Prior to joining Schwab Wealth Advisory in 2021, he worked at Fidelity Brokerage Service LLC. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by internal asset-allocation models and research tools, with client authorization required for trades, and it focuses on aligning recommendations with clients’ goals and risk tolerance.

Roshni Vasa is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Her prior work includes roles at Schwab Wealth Advisory Inc., Charles Schwab & Co., Inc., and PNC Bank. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on standard asset-allocation models and internal research tools, with reviews tailored to client goals and risk tolerance, and it operates without discretionary trading authority.

Richard Finley is a financial advisor with Kestra Advisory holding a Series 66 credential and five years of industry experience. Prior to joining Kestra, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2021 to 2025. Outside of advising, he serves as president of a personal investment LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Brendan Johnson is a financial advisor with Principal Financial Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Ascension Benefits & Financial Services, CalTex Wealth Management, and Principal Life Insurance Company, among others. Outside of financial advising, he has experience working at Sky Creek Ranch Golf Club and has been involved with insurance sales and service. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.