Shawn Mc Guire is a financial advisor with Schwab Wealth Advisory, Inc. in Westlake, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. since 2021 and has a background including roles at Famous Footwear and Northwest Missouri State University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes using Schwab’s research tools and asset allocation models.

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 with Truist Advisory Services in Southlake, TX, holding Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at Charles Schwab, PNC Bank, J.P. Morgan Securities, JPMorgan Chase Bank, and Fidelity Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration involving its affiliated broker-dealer and bank.

Elizabeth Marquez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked at various Truist entities since 2014, including Truist Investment Services, Inc. and BB&T prior to its merger with Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Joseph Stroud is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Investments and Castle Placement. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach, serving a large participant base relative to its number of advisers.

Brian Matlock is a financial advisor at Mercer Global Advisors Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Mercer Global Advisors since 2023, previously serving roles at Steward Wealth Management and TD Ameritrade Institutional. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, using diversified portfolios with low-cost ETFs, index funds, and other strategies, and offers specialized advisory, educational content, and integrated service lines across its enterprise.

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 worked previously at Buckingham Strategic Wealth, LLC and Jojenco Holdings, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and business management. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mitchell Randall is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 66 and Series 63 licenses and having three years of industry experience. Prior to joining PNC, he worked at Prospera Financial Services and TIAA-CREF Individual & Institutional Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that applies algorithm-driven risk assessments to manage investments via mutual funds and ETFs with annual rebalancing.

Christopher Pleshek is a financial advisor at Cerity Partners LLC in Fort Worth, TX, holding the PFS™ designation. He has been with Cerity Partners since 2021 and previously worked at Whitley Penn, LLP and Texas Christian University. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Vishwas Singh is a financial advisor with Goldman Sachs Wealth Services in Irving, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes multiple roles within Goldman Sachs and prior positions related to academic and engineering organizations. Goldman Sachs Wealth Services offers financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutions, utilizing strategic allocation models and access to a broad range of affiliated capabilities across the Goldman Sachs platform.

Scott Miracle is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab & Co., Inc., TD Ameritrade, Inc., United Parcel Service, and DeSoto Fire Academy. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset classes 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.

Joshua Woodring is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at TD Ameritrade and Charles Schwab & Co. Outside of his advisory role, Woodring is a passive investor in True Vine Brewing and engages in land development activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual reviews, planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools.

La Darius Wilkerson is a financial advisor at Schwab Wealth Advisory with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Amicus Financial Advisors, Charles Schwab & Co., Inc., Northwestern Mutual, and Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through 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 the Schwab ecosystem, serving primarily individual clients without 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, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Service LLC, and Allstate Insurance Co. He is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools while leaving final trading decisions to clients.

Roshni Vasa is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and beginning her professional career in 2026. Prior to joining Schwab Wealth Advisory, she worked briefly at PNC Bank and Charles Schwab. Schwab Wealth Advisory, Inc. 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 offers services such as annual financial reviews, retirement planning, and investment recommendations, while clients retain control over final trading decisions.

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.

Robert Harvey III is a CFP® professional with 19 years of experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models, with final trading decisions made by clients.

Maxwell Corey is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and previously worked at Cardinal Group Management and Fantasy Lab. Outside of finance, he has held roles with the Dairy Council of Nevada and UNLV Housing & Residential Life. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.