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.

Christie George is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. She has worked at First Command in various advisory and financial planning roles since 2015. In addition to her primary role, she serves as President and Treasurer of CLGeorge, LLC, where she provides financial planning and advising as an independent contractor. First Command Advisory Services is an SEC-registered investment adviser that serves 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 a centralized Investment Management Team to design and monitor model portfolios and select approved third-party managers.

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.

Timothy Ryder is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. His prior work includes eight years at Equity Services Inc and current affiliation with Grand Canyon University. He also serves as Power of Attorney for his mother. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families, offering financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Jeffrey Miller is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses with 21 years of industry experience. His previous roles include positions at Newbridge Financial Services Group, Kovack Securities, Inc., Triad Advisors, and Proequities, Inc. 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 various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

J Audley Marzo is a Series 66-licensed financial advisor with five years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. Prior to this, he worked at Xceed Financial Credit Union for four years. Marzo is also the owner and sole proprietor of Marzo Financial Services. First Command Advisory Services, Inc. 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.

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 a Series 66 designation and one year of industry experience. His prior work includes roles at Cardinal Group Management and involvement with the Dairy Council of Nevada and Fantasy Lab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering recommendations through standardized asset allocation models and research tools while leaving final trading decisions to clients.

Ethan Settle is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and one year of industry experience. His prior roles include positions at Box Financial Advisors, Wells Fargo, and Charles Schwab & Co., Inc. Before entering the financial advisory field, he spent ten years in full-time education and has experience working in the food service industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many other enterprise wealth managers.

Phillip Hebert is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at Integrity Alliance since 2022 and has been affiliated with National Agents Alliance since 2016. Outside of investment advisory, Hebert is involved in insurance product sales through National Agents Alliance and Freedom Financial Group. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, delivering investment advice through discretionary accounts, model portfolios, and third-party sub-advisers.

Daniel Mahaffey is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab since 2018. Prior to that, he worked at TD Ameritrade from 2010 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standardized asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Troy Liddi is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining First Command, he worked at Knights of Columbus Asset Advisors and the Knights of Columbus. He serves as President of the Marine Executive Association, a nonprofit supporting veterans transitioning from active duty. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, managed by a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.

Mark Steffe is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been with First Command Financial Planning, Inc. since 2010. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Colin Wright is a financial advisor at First Command Advisory Services with five years of industry experience and holds the Series 66 designation. His prior work includes roles at LPL Enterprise, AGIA, Valic Financial Advisors, Jackson National Life Distributors, and Allstate Insurance Company. First Command Advisory Services serves 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 that utilize model portfolios managed by a centralized Investment Management Team.

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.

Jenny Don Carlos is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has 17 years of industry experience. Her prior roles include positions at Smh Capital Advisors, Inc. and Sanders Morris Harris Inc., where she worked for 16 years. 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 and Wealth Portfolio Managers to design and manage diversified model portfolios.