Don Nguyen is a financial advisor with Eagle Strategies (NY Life) in Arlington, TX, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Globe Life, among others. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis.

David Hunkins is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Before entering financial services, he served 24 years with Las Vegas Metro Police. First Command Advisory Services 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, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers from approved lists.

Brent Hines Jr. is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Brokerage Services and Charles Schwab. Outside of finance, he is involved in voice acting, recording and editing audio for projects such as commercials, narration, and audiobooks. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s standard asset allocation models and internal research tools, with a focus on client goals and risk tolerance.

Ernie Holloway is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, Charles Schwab Bank, and Scottrade, Inc. He also serves as vice-president of the North Tarrant Parkway Homeowners Association. Schwab Wealth Advisory 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 proprietary asset allocation models and internal research, offering tailored recommendations reviewed at least annually.

James Janka is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James and Avantax. 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 using model portfolios and third-party managers.

Joseph Mccarthy is a financial advisor at Schwab Wealth Advisory, Inc. with six years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Schwab Wealth Advisory in 2026, he was with Charles Schwab & Co., Inc. from 2019, and previously worked at Whole Foods Market from 2013 to 2019. 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 certain Charles Schwab & Co.-referred clients. The firm uses internal research tools and standard asset-allocation models to guide investment selection and asset allocation, with trades executed only after client authorization.

William Dedmon is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work history includes roles at UBS Financial Services and Truist Investment Services, as well as time spent at the University of Mississippi. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Susan Bolland is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 12 years of industry experience, all with First Command Financial Planning Inc. since 2013. 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 a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Daniel Gunderson is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brookstone since 2020. Prior to that, he was associated with JD Mellberg and Hilltop Securities Independent Network Inc. Gunderson is also involved in insurance sales through his role at J.D. Mellberg Financial. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models and options-enhanced strategies, and serves as a sub-advisor to other advisory programs.

Jonathan Smilie is a Personal Investment Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop strategies tailored to their unique ambitions and financial goals. His approach focuses on aligning clients with the appropriate people, plans, and processes to address priorities such as funding education, retirement planning, and managing potential health care costs. Jonathan holds a High School Diploma from Liberty University and has earned the Personal Investment Advisor (PIA) designation. He emphasizes clarity and transparency in his work, aiming to simplify the complexities of wealth planning and help clients make informed decisions throughout their financial journey.

Philip Garcia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at UBS Financial Services, Raymond James & Associates, Merrill, Bank of America, and BB&T Securities before joining Truist in 2018. Outside of his advisory work, he is involved in ranching operations in Weatherford, Texas, where he raises cattle. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and an Equity Research team employing AI-enabled tools.

Adam Deem is a CFP® credentialed financial advisor at Hightower Advisors with 26 years of industry experience. His career includes roles at Merrill, Comprehensive Asset Management and Servicing, Inc., and Teak Tree Capital Management, LLC. He also serves as treasurer for the River Park HOA in Fort Worth, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach, utilizing both affiliated and third-party managers with a range of investment options, and services include portfolio management, financial planning, and retirement plan consulting.

James Jenkins II is a financial advisor at First Command Advisory Services with two years of industry experience. He holds the Series 66 designation. His prior roles include work at First Command Financial Services, First Command Brokerage Services, self-employed writing and research, and a position at NANA Management Services. 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.

Rimannuel Appling is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Loan Depot, and TIAA-CREF. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools.

Judith Espinosa is a CFP® professional affiliated with Schwab Wealth Advisory, based in Westlake, TX, with three years of industry experience. Her prior roles include positions at Charles Schwab Investment Management and TD Ameritrade Inc. She holds Series 66 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing proprietary asset-allocation models and internal research tools. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts overseen by third-party or affiliated money managers.

Aaron Harvey is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has worked at several firms including Charles Schwab, Investment Professionals Inc, Cambridge Investment Research Advisors, CIM Wealth Advisors, and Edward Jones. Outside of his advisory work, he is the sole owner of 3 Up 3 Down LLC, a small business focused on buying and selling sports trading cards online. 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 referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to deliver tailored recommendations without exercising discretionary trading authority.

Joshua Coe is a financial advisor at Osaic Institutions, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc., Morgan Stanley & Co. LLC, Natcity Investments, Inc., and Ameriprise. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, employing a hybrid adviser/broker-dealer model with a sizable non-discretionary asset base and a lending marketplace.

Cheryl Mccarson is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner and Smith for 10 years before joining Sanctuary Wealth in 2021. Outside of her advisory role, she is a commissioned notary. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a variety of portfolio management options, including separately managed accounts and unified managed accounts, and employs multiple analytical approaches within a fiduciary framework.

Michelle Hahn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2025. Prior to this, she worked for Ausdal Financial Partners, Inc. for seven years and has been involved with CFO4Life since 2017. She serves on the finance committee of Trietsch Memorial United Methodist Church, where she participates in reviewing and approving the church’s financials. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset allocation models and internal research tools. The firm offers tailored, at-least-annual reviews and does not exercise discretionary trading authority.

Jared Eichler is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., State Farm VP Management Corp, Ben Archer Insurance Agency, Edward Jones, and Central Texas Orthopedic Products. 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 approach utilizes proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.