Phillip Hebert is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at Integrity Alliance since 2022 and has been affiliated with National Agents Alliance since 2016. Outside of investment advisory, Hebert is involved in insurance product sales through National Agents Alliance and Freedom Financial Group. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, delivering investment advice through discretionary accounts, model portfolios, and third-party sub-advisers.

Daniel Mahaffey is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab since 2018. Prior to that, he worked at TD Ameritrade from 2010 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standardized asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Troy Liddi is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining First Command, he worked at Knights of Columbus Asset Advisors and the Knights of Columbus. He serves as President of the Marine Executive Association, a nonprofit supporting veterans transitioning from active duty. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, managed by a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.

Mark Steffe is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been with First Command Financial Planning, Inc. since 2010. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Colin Wright is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and five years of industry experience. His prior roles include positions at LPL Enterprise, Valic Financial Advisors, Jackson National Life Distributors, Allstate Insurance Company, and Edward Jones. 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.

Jonathan Deweese is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2003. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of services such as separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, employing a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies.

Jenny Don Carlos is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has 17 years of industry experience. Her prior roles include positions at Smh Capital Advisors, Inc. and Sanders Morris Harris Inc., where she worked for 16 years. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage diversified model portfolios.

Eric Keller is a ChFC® with 26 years of industry experience, currently serving as a financial advisor at First Command Advisory Services since 2015. He is based in Fort Worth, TX. Keller holds Series 63 and Series 65 licenses and has worked within the First Command organization for over a decade. First Command Advisory Services, Inc. is an SEC-registered investment adviser that 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, using centrally managed model portfolios and third-party managers selected by its Investment Management Team and Wealth Portfolio Managers.

Scott Shoates is a CFP® with 21 years of industry experience, currently affiliated with Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2021, with prior roles at TDAmeritrade Investment Management, Fidelity Brokerage Services LLC, and TD Ameritrade. Outside of his advisory work, he owns three homes, two of which are rental properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm’s approach involves recommending investments while leaving final trading decisions to clients, with at least annual account reviews conducted by advisors.

Stacey Tate is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. She holds a Series 65 designation and has been involved with Brookstone since 2007. Prior to her current role, she worked at American Financial Retirement Insurance. Outside of her advisory work, Tate is a health and wellness coach with Optavia. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering discretionary management via model portfolios, unified managed accounts, and separately managed accounts.

Roy Plumlee is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. Prior to this, he held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and USAA in various investment management and financial planning capacities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using proprietary asset allocation models and research tools. The firm serves individual clients with annual financial reviews, retirement planning, and investment recommendations but does not exercise discretionary trading authority.

Sarah Samm is a Series 66-licensed advisor at Schwab Wealth Advisory with one year of industry experience. Her career includes roles at Charles Schwab & Co., Inc., Texas Trust Credit Union, and Walmart, along with periods of full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations based on Schwab’s proprietary research and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Justin Graves is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been associated with Princor Financial Services Corp and Principal Life Insurance Company since 2016. His outside business activities include involvement in insurance across multiple lines such as life, disability, health, group health, and long-term care. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Andrew Bishton is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standard asset allocation models and Schwab research tools, with associates recommending allocations and specific investments while leaving final trading decisions to clients.

Calli Mcbee is a financial advisor with First Command Advisory Services, holding the Series 66 and Series 63 designations and bringing 17 years of industry experience. She previously worked at Stock USA Execution Services, Inc. for six years before joining her current firm. Based in Fort Worth, TX, her career has involved roles focused on financial services and investment execution. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized investment team, emphasizing model portfolios and approved third-party managers within an employee-owned structure.

Wanda Gray is a Certified Financial Planner® at Schwab Wealth Advisory with 15 years of industry experience. She has held roles at Charles Schwab & Co. Inc., The Vanguard Group, TD Ameritrade, and TIAA-CREF. Outside of her advisory work, she is a co-owner of a trucking company and serves as a board member for the Mesquite Housing Authority. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on client education and recommendations while clients retain final trading decisions, operating within the broader Schwab ecosystem.

Christopher Byrd is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Charles Schwab & Co., Charles Schwab Bank SSB, and USAA, where he served in various financial planning and investment management capacities. Outside of finance, he is a passive partner in a clothing and jewelry distribution business run by his wife. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Timothy Meyers is a financial advisor at First Command Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at First Command Financial Planning, Inc. since 2003 and its affiliate, First Command Advisory Services, since 2015. First Command Advisory Services is an SEC-registered investment adviser that serves 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 third-party managers.

Nathan Smith is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Charles Schwab. 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 using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not act as a discretionary portfolio manager.

William Edmundson is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the Series 65 and Series 63 designations and has 12 years of industry experience. His career has been exclusively with First Command entities since 2010. 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 Investment Management Team to design and manage model portfolios.