Calli Mcbee is a financial advisor with First Command Advisory Services, holding the Series 66 and Series 63 designations and bringing 17 years of industry experience. She previously worked at Stock USA Execution Services, Inc. for six years before joining her current firm. Based in Fort Worth, TX, her career has involved roles focused on financial services and investment execution. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular 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 team, emphasizing model portfolios and approved third-party managers within an employee-owned structure.

Wanda Gray is a Certified Financial Planner® at Schwab Wealth Advisory with 15 years of industry experience. She has held roles at Charles Schwab & Co. Inc., The Vanguard Group, TD Ameritrade, and TIAA-CREF. Outside of her advisory work, she is a co-owner of a trucking company and serves as a board member for the Mesquite Housing Authority. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on client education and recommendations while clients retain final trading decisions, operating within the broader Schwab ecosystem.

Christopher Byrd is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Charles Schwab & Co., Charles Schwab Bank SSB, and USAA, where he served in various financial planning and investment management capacities. Outside of finance, he is a passive partner in a clothing and jewelry distribution business run by his wife. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations 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, distinguishing its approach from many enterprise wealth managers.

Monique Kusman is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 designations and has 22 years of industry experience. Her career includes roles at North Texas Tax and Financial, KLM Wealth Management, Farmers Insurance, and Principal Securities Inc. She is the sole managing partner of KLMM, LTD, an LLC that owns commercial property, some of which houses her financial business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Timothy Meyers is a financial advisor at First Command Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at First Command Financial Planning, Inc. since 2003 and its affiliate, First Command Advisory Services, since 2015. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Nathan Smith is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in 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 Charles Schwab and does not act as a discretionary portfolio manager.

William Edmundson is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the Series 65 and Series 63 designations and has 12 years of industry experience. His career has been exclusively with First Command entities 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 offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios.

James Park is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones, Principal Life Insurance Company, and McCune and Whitely Wealth Management. Outside of his advisory work, he serves on the board of the Euless Historical Preservation Committee and is secretary of the Euless Citizen's Fire Academy Alumni Association. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary advisory solutions, including a hybrid digital platform called VestWise™.

Bushra Tariq Rumi is a CFA® charterholder and holds Series 65 and Series 63 licenses with eight years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab and TD Ameritrade in various roles since 2017. Prior to that, she was self-employed and worked at Phlox Capital Management. 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 asset allocation models and research tools, while clients retain final trading decisions.

Thomas Stone is a CFP® professional with 10 years of experience in the financial services industry. He has worked at Mercer Global Advisors Inc. since 2026 and previously held roles at Box Financial Advisors, Box Insurance Agency, and Morgan Stanley Private Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Jenna Blevins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Crescent Financial Services, FSC Securities Corporation, The Retirement Group, and LPL Financial. She is also a commissioned notary in Southlake, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a variety of program offerings such as financial planning, asset management, and specialized retirement plan consulting.

Mike Bui is a financial advisor with Eagle Strategies (NY Life) in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Eagle Strategies since 2012 and with New York Life Insurance Company and NYLife Securities LLC since 1998. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailoring recommendations to client objectives across multiple program types.

Gregory Lanier is a CFP® with nine years of industry experience, currently associated with Focus Partners Wealth, LLC. He has worked with The Colony Group, LLC and Buckingham Strategic Wealth, LLC, among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates both fundamental and quantitative analysis across a broad set of investment strategies.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bill Eaton is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2007. In his current role, he partners with high net worth individuals and their families to create and implement financial plans tailored to their specific needs and goals. His approach prioritizes personal service, disciplined investment strategies, and risk management techniques. Eaton's experience at Fidelity Investments spans multiple roles, including Financial Consultant, Investment Consultant, Relationship Manager, Fixed Income Specialist, and Customer Service Associate. This breadth of experience underpins his expertise in serving clients with complex financial requirements. He emphasizes building lasting relationships based on trust and superior client service.

Judd Kearby is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. He has been in the industry since 2022, with prior work experience spanning banking and real estate-related roles. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party sources.

Meghann Quaider is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Wells Fargo Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by a centralized operational structure.

Andrea Ruiz is a financial advisor with Charles Schwab in Carlsbad, CA, holding Series 63 and Series 66 licenses and has 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated platform combining non-discretionary advisory with access to affiliated discretionary separately managed accounts, supported by centralized custody and order-routing systems.

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Andrew Wilson is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation. Prior to joining Schwab, he worked in commercial real estate and hospitality management. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers integrated advisory and brokerage services with a combination of non-discretionary and discretionary investment options.