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 six years of industry experience. He is currently with Schwab Wealth Advisory Inc., having joined in 2026, and previously worked for The Vanguard Group, Inc. from 2021 to 2026. 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 primarily through Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients for advisory services.

Eder Bracamontes Helguera is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial LLC, Equitable Advisors, AXA Advisors, and Lincoln Financial Securities. Outside of financial advising, he is employed with Sabre Industries in a non-investment capacity. First Command Advisory Services is an SEC-registered firm 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 utilizing model portfolios and third-party managers selected by an internal Investment Management Team.

Jordan Bommarito is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab Wealth Advisory since 2023 and has additional experience at Charles Schwab & Co., Inc. from 2021. Prior to his financial services career, he held positions at various organizations including Woodside Bible Church and Michigan State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models, with client-controlled trading decisions.

William Rosenthal is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is currently with Beacon Pointe Advisors, LLC and has previously worked at firms including LPL Financial and National Planning Corporation. Outside of advisory work, he is involved in managing real estate investments and insurance services through several private business ventures. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes third-party independent managers selected through a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Jason Dunn is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked exclusively within the First Command family of firms since 2021. 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 offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

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 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at Crystal Clear Financial Group, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Sarah Hyde is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. She has been affiliated with various entities under the First Command umbrella since 2022 and previously worked at Optavia LLC. Outside of her advisory role, she owns a rental property. 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 offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Bruce Vernon 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 at Schwab Wealth Advisory and Charles Schwab since 2017. Outside of his advisory role, he owns several businesses, including an e-commerce collectibles store, a travel tourism company, an education firm, and a rental services company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities and separately managed accounts. The firm operates within the Schwab ecosystem and delivers advice using standard asset allocation models and research tools, with final investment decisions made by clients.

Michael Ivey is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his advisory role, he worked in various positions including at Honda Manufacturing of America and Pacific Wholesale Mortgage. 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, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers.

Raul Torres is a financial advisor at First Command Advisory Services with five years of industry experience. He holds the Series 66 designation and previously served 30 years in the US Army. He has been affiliated with various entities within First Command since 2021. 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, utilizing a centralized Investment Management Team for portfolio management and emphasizing in-person financial coaching.

Scott Shannon is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has held positions at Charles Schwab & Co., Inc., Staples, Health Management Systems, Papa John's International, and The University of Texas at Dallas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations across a range of investments using Schwab’s research tools and asset allocation models, while leaving final trading decisions to clients.

Sabrina Szarek is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. She has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Sarah Wells is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. She has worked at First Command Financial Planning, Inc. since 2017 and previously spent time with Brian Petrando and Northwestern Mutual Investment Management. 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 using model portfolios and third-party managers selected by a centralized Investment Management Team.

Chenbing Dai is a financial advisor at First Command Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining First Command in 2025, he worked at Charles Schwab for five years and operated a sole proprietorship for one year. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Rebecca Cochran is a financial advisor at First Command Advisory Services with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has been with First Command Financial Services and its affiliates since 2007. She is based in Fort Worth, TX. 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 offers financial planning and various wrap-fee asset management programs composed of model portfolios and third-party managers selected by an internal investment team.

Dean Belknap is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Westlake, TX. He previously worked at TD Ameritrade before joining Schwab Wealth Advisory and Charles Schwab & Co. in 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and uses standard asset allocation models and Schwab research tools, with recommendations made by its associates while leaving final trading decisions to clients.

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 JPMorgan Securities LLC, Fisher Investments, and Transamerica Investors Securities Corporation. She is based in Westlake, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and recommends investments across various asset classes while leaving final trading decisions to clients.