Lance Stamper is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2013. He also assists clients with United Healthcare Medicare options for those aged 65 and older. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Joan Maynard is a Series 65-credentialed financial advisor with 33 years of industry experience. She has been with Luther King Capital Management Corporation since 1986. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and manages various mutual funds and separately managed portfolios.

Carlos Benitez is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Schwab Wealth Advisory Inc., having joined in 2026, following prior roles at The Vanguard Group and Renaissance Financial. 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 utilizes proprietary asset allocation models and internal research tools to tailor recommendations, while trades require client authorization.

Jordan Bommarito is a CFP® and Series 66 holder with four years of industry experience. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2021 following earlier roles at Charles Schwab & Co., Inc. and other organizations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Austin Pettitt is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade, as well as service in the United States Army. Outside of financial advising, he provides strength and conditioning coaching focused on active duty military personnel and aspiring athletes. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice relies on Charles Schwab’s asset allocation models and internal research tools, providing tailored recommendations with client authorization for trades.

Vineet Kalra is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at The Quantum Group, Ash Brokerage, and Global View Capital Management. Outside of financial advising, he is the managing member and consultant at Capilano Solutions LLC, an information technology firm. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure across its extensive network of advisors.

Mark Johnson Jr. is a financial advisor at Luther King Capital Management Corporation with 22 years of industry experience. He has held his current role since 2011 and holds Series 63 and Series 65 designations. Luther King Capital Management Corporation serves a range of clients including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies, managing approximately $31.5 billion in assets with a team of around 73 investment and other professionals.

Anna Mpinga is a financial advisor with Eagle Strategies (NY Life) in Ft Worth, TX, holding Series 66 and Series 63 licenses and bringing two years of industry experience. Her prior work includes roles at Crystal Clear Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a focus on non-discretionary asset management and serving both individual and institutional clients.

Bruce Vernon is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2020, he worked at Charles Schwab since 2017 and has held roles at Lyft, Uber, and Wells Fargo. Outside of his advisory work, he is involved in several business ventures, including ownership of companies in the travel tourism, retail collectibles, education, and equipment rental sectors. 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 services focus on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Ashton Sutton is a financial advisor with Steward Partners Investment Advisory, LLC and holds the Series 66 designation. He has one year of industry experience and has worked at several entities, including Steward Partners Global Advisory, The Fox Alliance, CVS Health, Diverse Marketing, and Apple. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Andrew Pugliese is a financial advisor at Goldman Sachs Wealth Services in Irving, TX, holding a Series 66 designation. He joined Goldman Sachs & Co. LLC in 2026 after working at Ballston Spa National Bank and has a background that includes several years of full-time education and retail experience. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management using strategic allocation models and a variety of fee arrangements, with integrated access to the broader Goldman Sachs ecosystem and specialized advisory programs.

Madhura Shringare is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, she worked at Morgan Stanley and has held various roles in academic institutions including Brandeis University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, leveraging centralized investment resources and affiliated teams to deliver tailored wealth management solutions across multiple client segments.

Scott Shannon is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Staples, Health Management Systems, Papa John’s International, and The University of Texas at Dallas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and select Charles Schwab-referred clients. The firm’s guidance centers on asset allocation and investment selection, utilizing Charles Schwab’s internal research tools and standard asset-allocation models, with client authorization required for all trades.

Dean Belknap is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at TD Ameritrade and TIAA-CREF. Belknap is based in Westlake, Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, focusing on asset allocation and investment selection with client approval required for trades. The firm utilizes Charles Schwab & Co.’s asset-allocation models and conducts at-least-annual reviews tailored to client goals and risk tolerance.

Cindy Scott is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior experience includes roles at Charles Schwab, JPMorgan Securities LLC, Fisher Investments, and Transamerica Investors Securities Corporation. 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 approach relies on standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Eleanor Ray is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Farther Finance Advisors since 2023 and previously spent 16 years at WPWealth. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or proprietary algorithmic portfolios, with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Allen Harris is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his financial industry work, Harris spent nine years in education with several Texas school districts. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Christian Villa is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Fidelity Investments and Fidelity Brokerage Services LLC. Outside of his advisory role, he has worked in retail sales and as a food delivery driver. 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 uses Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment decisions, with trades executed only upon client authorization.

Jingwen Yi is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Their work history includes roles at Charles Schwab and Schwab Wealth Advisory since 2020, with prior experience at Pricetrace LLC, Grand View Construction, University of Houston, and Fairway Insurance. 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 advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with a focus on mutual funds, ETFs, separately managed accounts, and alternative investments, while trading occurs only with client authorization.

Kristopher Karazissis is a CFP® professional with 19 years of industry experience, currently serving at Truist Advisory Services. His background includes roles at BB&T Securities, BB&T, and Truist Investment Services. He serves as an associate regent on the board of The Oakridge School, a K-12 college preparatory institution. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by third-party platform and manager arrangements.