Melanie Vise is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 1997. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Nathan Dunn is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He has worked at Schwab Wealth Advisory Inc and Charles Schwab & Co., with prior experience at Mariner Wealth Advisors and Enam Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice using Schwab’s asset allocation models and research tools.

Todd Stockwell is a CFP®-credentialed financial advisor at Schwab Wealth Advisory with 32 years of industry experience. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Adviser Investments, and Charles Schwab & Co., Inc. He is based in Boston, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for advisory services.

Brendan Hefter is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory since 2021. His prior roles include positions at TIAA-CREF and Fidelity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm delivers advice through standard asset allocation models and Schwab research tools, recommending investments while leaving final trading decisions to clients.

Timothy Schuler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Charles Schwab, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to recommend investments while clients make final trading decisions, with annual account reviews and no discretionary trading authority.

David Sessions is a financial advisor with Schwab Wealth Advisory, holding a Series 65 credential and based in Phoenix, AZ. He has been with Schwab Wealth Advisory since 2025 and with Charles Schwab since 2022. Prior to this, he worked in legal roles at Frazer Ryan Goldberg and Arnold, LLP, Franke Beckett LLC, Franke Sessions Beckett, LLC, and the Law Office of Frederick R. Fra. Outside of his advisory role, he has been appointed to arbitrate a court-assigned case. 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 and investment recommendations using Schwab’s research tools, with final trading decisions made by clients.

Justen Smith is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked in various roles at Charles Schwab, Massachusetts Mutual Life, and Aflac. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Julian Melendez is a financial advisor with Schwab Wealth Advisory in Orlando, FL. He holds a Series 66 designation and has 11 years of industry experience, including roles at Schwab Private Client Investment Advisory and Charles Schwab. Melendez has been with Schwab in various capacities since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers recommendations through Schwab’s asset allocation models and research tools, conducting annual account reviews without discretionary trading authority.

Sergio Diaz is a Series 66 licensed financial advisor at Schwab Wealth Advisory with 24 years of industry experience. He has been with Charles Schwab since 2008 and joined Schwab Wealth Advisory in 2025. Outside of his advisory role, Diaz is a sole proprietor involved in the resale of sporting event tickets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standardized asset allocation models and Schwab research tools to offer investment recommendations while leaving final trading decisions to clients.

Glenn Suppanz is a CFP® with 20 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, having joined in 2025 after 17 years at The Vanguard Group, Inc. He holds the Series 66 designation. 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 based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Jeremiah Boothe is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2000 and with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary asset allocation models and research tools. 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.

Houston Heck is a financial advisor with Schwab Wealth Advisory Inc. in Westlake, Texas. He holds a Series 66 license and has one year of industry experience. Prior to his current role, he operated Heck Mowing Services for several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients retaining final trading decisions.

Bryan Medina is a CFP® professional with three years of industry experience, currently affiliated with Schwab Wealth Advisory in Tysons Corner, VA. His prior experience includes roles at Fidelity Investments and JP Morgan Chase. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement planning, 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 or exercise discretionary trading authority.

Jennifer Mason is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Charles Schwab and its affiliates since 2008, including a 15-year tenure at Charles Schwab Bank and a year at TD Ameritrade. Outside of her advisory role, she is a health coach with Optavia. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm delivers advice using Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Chad Groseclose is a CFP® with 13 years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has worked at Charles Schwab and USAA Investment Management Company prior to his current role. Outside of his advisory work, he has maintained an ongoing entrepreneurial venture under the name SELF since 2014. 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 and planning discussions, and investment recommendations, utilizing Schwab’s proprietary research tools while leaving final trading decisions to clients.

David Dooling is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Charles Schwab, TD Ameritrade Investment Management, Td Ameritrade, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients 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, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Debra Armenta is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Schwab entities since 2013. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations within a structured advisory framework that uses Schwab’s research tools and standard asset allocation models.

Travis Roy is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 1997. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Caleb Wedgle is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds the Series 63 and Series 66 registrations and has worked primarily within the Charles Schwab organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning discussions, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, differentiating its approach from many enterprise wealth managers.

Michelle Petrowski is a CFP® and Series 66-registered financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, bringing seven years of industry experience. She is also the CEO and founder of New Direction Financial Strategies LLC, a firm specializing in divorce financial analysis and related educational services. Petrowski engages in public speaking and contributes as an editor for The Street: Retirement Daily, and she volunteers with Fresh Start Women's Foundation and Savvy Ladies. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, and investment recommendations supported by Schwab’s research tools and standard asset allocation models.