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 a financial advisor at Schwab Wealth Advisory. His prior roles include positions at TD Ameritrade and TIAA-CREF. Belknap is based in Westlake, Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, focusing on asset allocation and investment selection with client approval required for trades. The firm utilizes Charles Schwab & Co.’s asset-allocation models and conducts at-least-annual reviews tailored to client goals and risk tolerance.

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 Charles Schwab, JPMorgan Securities LLC, Fisher Investments, and Transamerica Investors Securities Corporation. 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 relies on standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Eleanor Ray is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Farther Finance Advisors since 2023 and previously spent 16 years at WPWealth. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or proprietary algorithmic portfolios, with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Allen Harris is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his financial industry work, Harris spent nine years in education with several Texas school districts. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Richard Devero is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 63 designation and 14 years of industry experience. He previously worked with Northeastern Mutual Investment Services, LLC and Northwestern Mutual Life Insurance Company. He serves as Treasurer on the board of the Nolan Catholic High School Viking Club. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Christian Villa is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Fidelity Investments and Fidelity Brokerage Services LLC. Outside of his advisory role, he has worked in retail sales and as a food delivery driver. Schwab Wealth Advisory, Inc. 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 uses Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment decisions, with trades executed only upon client authorization.

Jingwen Yi is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Their work history includes roles at Charles Schwab and Schwab Wealth Advisory since 2020, with prior experience at Pricetrace LLC, Grand View Construction, University of Houston, and Fairway Insurance. Schwab Wealth Advisory 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 based on Charles Schwab & Co.’s asset-allocation models and internal research, with a focus on mutual funds, ETFs, separately managed accounts, and alternative investments, while trading occurs only with client authorization.

Christopher Kearns is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of industry experience, including work at multiple First Command entities since 2020 and prior roles in automotive and hospitality sectors. 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 employing model portfolios and third-party managers selected by a centralized Investment Management Team.

Nicholas Wallace is a Series 66-credentialed financial advisor with First Command Advisory Services in Fort Worth, TX, bringing 10 years of industry experience. His prior roles include positions within First Command Insurance Services and First Command Financial Planning, as well as a one-year tenure at Enterprise Holdings. Outside of his advisory work, he serves in volunteer leadership roles including Secretary of the Navy League San Diego and Sponsorship Chair for La Mesa National Little League, and he is active with the Coast Guard Auxiliary and the Coast Guard City San Diego Committee. 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 managed by a centralized Investment Management Team, utilizing model portfolios that include mutual funds, ETFs, and third-party managers selected from approved lists.

Kristopher Karazissis is a CFP® professional with 19 years of industry experience, currently serving at Truist Advisory Services. His background includes roles at BB&T Securities, BB&T, and Truist Investment Services. He serves as an associate regent on the board of The Oakridge School, a K-12 college preparatory institution. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by third-party platform and manager arrangements.

Stacy Marshall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, Stacy worked at RGT Wealth Advisors for four years. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies, supported by a broad team and integrated investment infrastructure.

William Brewer is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has seven years of industry experience, including roles at First Command Brokerage Services and LD Lowe Wealth Advisory. Brewer is co-owner of BFD Kennels, where he helps raise and sell K9s. 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, employing centralized portfolio management and an employee-ownership structure.

Aasha Jones is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 registrations and 11 years of industry experience. Her prior work includes roles at Charles Schwab and Wells Fargo Clearing. First Command Advisory Services, Inc. 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 managed by a centralized Investment Management Team using model portfolios and third-party managers from prescreened lists.

Ramon Aguirre is a financial advisor with Money Concepts Capital Corp in Fort Worth, TX, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. His career includes roles at Maia Wealth, Jim Poe & Associates, and Charles Schwab, among others. Aguirre also owns and manages DTN Wealth LLC and DTN Income Strategies LLC, which are personal business ventures outside of his securities activities. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation investment strategies and operates as an enterprise adviser managing approximately $4.07 billion in client assets through a broad network of advisors.

Alexander Gido is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2026, he worked at Goldman Sachs from 2023 to 2026. 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’s guidance is based on standard asset-allocation models and internal research tools, with reviews tailored to clients’ goals and risk tolerance.

Ethan Porter is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and previously served in the U.S. Army. Prior to his financial career, he worked with All About Trees INC and attended the University of North Georgia. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.