Gregory May is a financial advisor at Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his current role, he has worked at Charles Schwab Co., Inc. and held various positions outside the financial industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews without exercising discretionary trading authority.

Kevin Landis is a CFP® and ChFC® with 32 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial, The Retirement Group, LLC, and FSC Securities Corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research and periodic rebalancing.

Caleb Loud is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with multiple firms, including Innovative Wealth Strategies LLC and Cloud Wealth Strategies LLC, where he serves as owner. Loud is a board member and Membership Chair for NAIFA Dallas and also serves as Secretary on the board of DFW Aviation Happy Hour, a commercial aviation networking organization that supports charity events. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and manages a substantial portion of assets on a non-discretionary basis, working with a broad range of client types including defined contribution plans and charitable organizations.

Brandon Matthews is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors, TIAA-CREF, and Strategic Advisers, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that provide asset allocation, contribution, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight, managing a large client base with a focus on non-discretionary assets.

Chelsey Schumann is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Schwab, she held roles in real estate and hospitality. 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 supported by Schwab’s research tools, with a focus on client-directed trading decisions.

Juan Landa is a financial advisor at Luther King Capital Management Corporation with 21 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Avalon Wealth Management LLC, Avalon Advisors, LLC, and Matterhorn Capital Management LLC. Luther King Capital Management Corporation serves a range of institutional and individual clients, offering strategies across equity, fixed income, and balanced portfolios. The firm manages separately managed accounts, mutual funds, and private investment vehicles, focusing on fundamental, bottom-up analysis.

Larry Milton is a financial advisor at Sanctuary Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Milton is also involved in real estate ownership through several investment entities. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors and uses various account structures and third-party platforms to implement diverse investment strategies.

William Hutson is a financial advisor with Transamerica Retirement Advisors, LLC in Euless, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of his advisory role, he works as a food delivery driver for DoorDash. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs offering managed advice and investment education. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

David Bittermann is a CFA® charterholder with 43 years of industry experience, currently serving at Oppenheimer. He has been with Fahnestock & Co. Inc. since 2003. Based in Fort Worth, TX, Bittermann holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles tailored to client objectives.

Andrew Balettie is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked with Eagle Strategies and related entities since 2023 and serves as a board member of Wesleyan Christian Academy, a Christian pre-school. Additionally, he acts as an adjudicator for the Pride of Texas Music Festivals, supporting school band, choir, and orchestra programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored advice delivered through multiple program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Howard is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Eagle Strategies since 2022 and previously with Momentum Wealth Strategies and New York Life Insurance Company since 2013. Howard serves on several community and nonprofit boards, including the Dallas Business Club, Bishop Lynch High School, and the Catholic Foundation of Dallas. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Nathan Hill is a CFP® with five years of industry experience, currently working at Cerity Partners LLC since 2024. His prior experience includes roles at Paladini Financial Management, Cain Watters & Associates, and Ernst & Young. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation and manager selection processes, with offerings across private markets and affiliated retirement plan consulting and insurance services.

Katie Hutto is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding a Series 66 credential and 13 years of industry experience. She has been involved with firms including NYLIFE Securities LLC and May Financial Strategies, LLC. Outside of her advisory work, she is a partner in Easy Clean Maids, a residential cleaning business, and serves on the finance committee of The Family Initiative, a nonprofit child welfare agency. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailored solutions across multiple program types, with a focus on serving individual investors and institutional plan sponsors within an integrated New York Life affiliate structure.

Andrew Bennett is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2019. He has been with Charles Schwab & Co., Inc. since 2013, including five years at Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes using Schwab’s research tools and standard asset allocation models.

Zachary Perret is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Vanguard, Charles Schwab & Co., Mercer Global Advisors, E*TRADE, and J.P. Morgan, among others. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to support clients through annual reviews and tailored investment recommendations.

Mark Morgan is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Advisors. He is also the president of Morgan Capital Solutions, an investment advisory firm. OSAIC Advisory Services, LLC serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering investment management, financial planning, and retirement consulting services. The firm employs multiple program models and combines proprietary guidance with third-party platforms and managers to build and monitor client portfolios.

Felisha Pullen is a CFP® professional with 28 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2025. Her prior experience includes roles at Charles Schwab from 2018 and 1st Global Capital Group from 2010 to 2018. Outside of her advisory career, she operates a business making girls' hair bows and owns a vending machine business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations and wealth management education through Schwab's research tools and standard asset allocation models.

Benjamin Dixon is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience in mortgage sales and corporate roles and is currently involved in tax preparation and bookkeeping through Alderson & Alderson, PC and Dixon Advisory Group LLC. He also volunteers as a research assistant for marketing systems at Dixon & Associates. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of advisors and utilizes multiple advisory platforms and third-party asset managers.

Cameron Heald is a financial advisor with Schwab Wealth Advisory and holds the Series 66 designation. He has experience in both Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., beginning his industry career in 2026. Prior to joining Schwab, he worked with Indy Wealth Advisors, Football University, and CAPTrust, and has a background in education through Full Time Education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, using Schwab’s asset allocation models and research tools while leaving final investment decisions to clients.

Alexandra Hauer is a CFP®-certified financial advisor with eight years of industry experience. She has been with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. since 2021, following roles at Edward Jones and the University of Arizona. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.