Vishwas Singh is a financial advisor with Goldman Sachs Wealth Services in Irving, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes multiple roles within Goldman Sachs and prior positions related to academic and engineering organizations. Goldman Sachs Wealth Services offers financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutions, utilizing strategic allocation models and access to a broad range of affiliated capabilities across the Goldman Sachs platform.

Scott Miracle 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 previously at Charles Schwab & Co., Inc., TD Ameritrade, Inc., United Parcel Service, and DeSoto Fire Academy. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset classes 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.

Joshua Woodring is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at TD Ameritrade and Charles Schwab & Co. Outside of his advisory role, Woodring is a passive investor in True Vine Brewing and engages in land development activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual reviews, planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools.

Hiren Patel is a financial advisor at Oppenheimer with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2021, following roles at Bank of America and Merrill. Outside of his advisory role, he is involved as an owner of a cryptocurrency mining venture. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives, with a distinctive approach that includes both discretionary and non-discretionary management programs.

Steven Lauterbach II is a financial advisor at Oppenheimer with eight years of industry experience. He has been with Oppenheimer since 2017 and previously worked at the University of Texas from 2015 to 2017. He holds the Series 66 designation. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management, using strategic asset allocation and a variety of investment vehicles to meet client objectives.

Robert Franklin is a financial advisor at Equity Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Kestra Advisory and Essential Edge Compliance Consulting. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

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 financial advisor at Independent Financial Partners with seven years of industry experience. He holds a Series 65 designation and has worked at Independent Financial Partners since 2018. In addition to his advisory role, he serves as an assistant principal at Grand Prairie Independent School District. Independent Financial Partners serves a nationwide client base through a network of independent advisors, offering a decentralized advisory model with various investment management options and a notable focus on retirement-plan advisory and pension consulting services.

Caleb Logan is a financial advisor with Valic Financial Advisors in Addison, TX, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at KPMG, LLP, and the University of Mississippi Athletics Business Office. Outside of his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm emphasizes discretionary unified managed accounts and utilizes technology-driven, centralized investment solutions.

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.

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.

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.

Travis Ames Sr. is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved with Capital Wealth Advisory Group, assisting business owners in planning and executing strategies to improve their outcomes. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services including financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services.

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.

Steve Cotton is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 26 years of industry experience. He previously worked at Independent Financial Partners and has been associated with LPL Financial for over 20 years. Outside of his advisory roles, Cotton serves as president of Cotton Wealth Management Associates, LLC, a firm involved in life, health, long-term care insurance, and fixed annuities. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of investment approaches and provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Steven Huynh is a financial advisor with Eagle Strategies (NY Life) based in Irving, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at New York Life Insurance Company, Nylife Securities LLC, The Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he owns The WASP Group LLC, a commercial property investment entity. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Robert Hopper is a financial advisor at Private Advisor Group, LLC with 40 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Private Advisor Group in 2021, he worked at Advisor Resource Council and LPL Financial. Outside of advisory work, he is a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing varied investment strategies and supporting held-away account management through technology partnerships.

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.