Joshua Woodring is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He has previously worked at TD Ameritrade and Charles Schwab & Co. In addition to his advisory role, Woodring is a passive investor in a brewing company and engages in land development activities. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and wealth management consultations based on standardized asset-allocation models and tailored to individual client goals.

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.

Robert Harvey III is a CFP® professional with 19 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2016. He previously worked at Fidelity for nine years before joining Schwab. 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’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to individual client goals and risk tolerance.

Maxwell Corey is a Series 66-licensed financial advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab, he held roles at Cardinal Group Management and engaged in several positions related to education and community organizations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice and financial planning with an emphasis on asset allocation and investment selection tailored to client goals and risk tolerance.

Ethan Settle is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses. He has recently started his advisory career, with prior experience at multiple firms including Wells Fargo and Box Financial Advisors. Outside of finance, he has a background in the food service industry, having worked at Velvet Taco and Biscuit Bar. 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 utilizes proprietary asset-allocation models and internal research tools, delivering tailored recommendations without exercising discretionary trading authority.

Steven Huynh is a financial advisor with Eagle Strategies (NY Life) based in Irving, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at New York Life Insurance Company, Nylife Securities LLC, The Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he owns The WASP Group LLC, a commercial property investment entity. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Phillip Hebert is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Agents Alliance and Cambridge Investment Research, Inc. Outside of advisory services, Hebert is involved in insurance product sales through National Agents Alliance and Freedom Financial Group. Integrity Alliance is an enterprise firm serving a broad client base including individuals, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through over 300 independent advisors and offers a range of investment management and financial planning services utilizing discretionary accounts, model portfolios, and third-party sub-advisers.

Daniel Mahaffey is a CFP® professional at Schwab Wealth Advisory with 15 years of industry experience. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab since 2018, following eight years at TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning through the Schwab Wealth Advisory program, serving clients with guidance on asset allocation and investment selection based on Charles Schwab & Co.’s proprietary models and research tools. The firm operates without discretionary trading authority and offers tailored recommendations reviewed at least annually.

Ty Chesnut is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Cetera Advisors, Sageview Advisory Group, LPL Financial, and Fidelity Investments. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Shea Byrd is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Empower, Byrd worked at Robinhood Asset Management and Charles Schwab. Outside of finance, Byrd has been involved with Parker County Veterinary Hospital and operated Skipper Supreme Cleaning LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

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.

Scott Shoates is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently an advisor with Schwab Wealth Advisory and has held roles at Charles Schwab & Co., TD Ameritrade, and Fidelity during his career. Shoates holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and CS&Co.-referred clients, offering guidance on asset allocation and investment selection with trades executed only upon client authorization.

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. He currently serves as a financial advisor at Schwab Wealth Advisory Inc., where he has worked since 2021. His prior experience includes roles at USAA Investment Management Company, USAA Financial Advisors, Inc., and Charles Schwab. 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 Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Sarah Samm is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Her prior work includes roles at Charles Schwab & Co., Texas Trust Credit Union, and Walmart, as well as several years of full-time education and positions in retail and event management. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co., providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on internal asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Michael Brown is a CFP®-designated financial advisor with Schwab Wealth Advisory, Inc., holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. He has worked with Charles Schwab and Co., Inc. since 2020 and previously held roles at USAA Financial Planning Services and USAA Investment Management Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select referred clients, offering guidance on asset allocation and investment selection based on Charles Schwab’s asset-allocation models and research tools.

Sarah Walkinshaw is a CFP® with 11 years of experience in the financial services industry, currently serving as an advisor at Schwab Wealth Advisory. Her prior roles include positions at Charles Schwab & Co., Royal Alliance Associates, and Retirement Plan Management. Outside of her advisory work, she is active in her community as the Teacher Appreciation Chair for the Roanoke Elementary School PTA and Cubmaster for a local Scouting America Cub Scout Pack. 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 advice is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.