Caleb Wedgle is a financial advisor at Schwab Wealth Advisory, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023. 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-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, with all trades requiring client authorization.

Michelle Petrowski is a CFP®-certified financial advisor with seven years of industry experience, currently with Schwab Wealth Advisory. She has worked at several firms, including Vanguard Advisers and Ellevest, and is the CEO and founder of New Direction Financial Strategies LLC, which focuses on divorce financial analysis and related services. Petrowski also contributes as a public speaker and serves as a contributing editor for The Street: Retirement Daily. 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 relies on Schwab’s asset-allocation models and internal research and is characterized by at-least-annual reviews tailored to client goals and risk tolerance.

William Anderson is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. He has been with Schwab Wealth Advisory since 2023 and has worked at Charles Schwab since 2019. Prior to his advisory career, he was employed at Zink Distributing for four years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection based on Schwab’s standard models and internal research, with trades executed only with client authorization.

Kevin Ziegler is a CFP® professional with five years of industry experience, currently with Schwab Wealth Advisory, Inc. He has previously worked at Wells Fargo Bank and Charles Schwab & Co., Inc., and spent time traveling in Southeast Asia in 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm offers guidance on asset allocation and investment selection using Charles Schwab’s asset-allocation models and internal research tools, with a focus on tailored recommendations and at-least-annual reviews.

Ryan Durham is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Charles Schwab & Co., Inc., GreenLeaf Apothecary, and CVS. Ryan is based in Indianapolis, IN. 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 approach relies on internal research tools and asset-allocation models, offering tailored recommendations while executing trades only with client approval.

Joseph Buckingham is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab entities since 2000, including Schwab Wealth Advisory Inc, Charles Schwab Bank, and Charles Schwab & Co., Inc. He is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, offering customized recommendations with annual reviews while trades are executed only with client authorization.

Brendon Peters is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Regions Bank, Cetera, and PNC Investments. He is based in Indianapolis, IN. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and select referrals, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach utilizes Charles Schwab’s asset allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance.

Darren Clark is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory since 2014 and associated with Charles Schwab since 2010. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm employs asset-allocation models and internal research tools to guide investment decisions, with services tailored to individual client goals and risk tolerance.

Tanya Elling is a CFP® professional with seven years of experience in the financial advisory industry. She is currently with Schwab Wealth Advisory, having been with Charles Schwab and affiliated entities since 2020. Her prior roles include positions at Fisher Investments and KMS Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

James Ashbridge is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2019, previously holding roles at TD Ameritrade Inc. and Aviance Capital Partners LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, focusing on asset allocation and investment selection guided by Schwab’s proprietary research and models.

Nicole Kinnamon is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Charles Schwab, Charles Schwab Bank, TDAmeritrade, and earlier positions outside the financial sector. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm offers guidance on asset allocation and investment selection using Charles Schwab & Co.’s asset-allocation models and research tools, with trades executed only upon client authorization.

Rami Odeh is a financial advisor with Schwab Wealth Advisory, holding the CFP® designation and Series 63 and 66 licenses. He has eight years of industry experience with previous roles at Charles Schwab & Co., Morgan Stanley, Fidelity Brokerage Services, Edward Jones, and Corda Investment Management. 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’s guidance is based on standard asset-allocation models and internal research tools, offering tailored recommendations across a range of investment options with client-authorized execution.

Matthew Martin is a financial advisor at Schwab Wealth Advisory with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2022, following a 24-year tenure at TIAA and TIAA-CREF. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s asset allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Amy Edwards is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. She has been with Charles Schwab and its affiliates since 1999, including a period as a sole proprietor from 2015 to 2017. 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 utilizes Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, tailoring recommendations to clients’ goals and risk tolerance through regular reviews.

Jeffrey Klein is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, Klein serves as an on-ice official for USA Hockey. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm employs Charles Schwab’s asset-allocation models and research tools to guide investment selections and conducts at least annual portfolio reviews tailored to clients’ goals and risk tolerance.

Andrew Smith is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab & Co., Inc. since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on standard asset-allocation models and internal research, with a focus on tailored recommendations and typically involves separately managed accounts handled by third-party or affiliated money managers.

Leslie Morgan is a CFP® with 25 years of industry experience, currently advising at Schwab Wealth Advisory, Inc. since 2021. Prior to this, Leslie worked for TIAA and Valic Financial Advisors. Outside of finance, Leslie maintains a hobby as a beekeeper and occasionally sells excess honey. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses proprietary asset allocation models and internal research tools to guide investment selection and typically recommends separately managed accounts overseen by third-party managers.

Jeremy Crumbaugh is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 1999, including 14 years at Schwab Wealth Advisory. Outside of his financial career, he is a musician, working as a songwriter, composer, and performer. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Michael Machado is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and its affiliated entities since 2019, as well as prior roles at Janus Management Holdings Corp and Janus Distributors LLC. 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 Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Brendan Weaver is a financial advisor with Schwab Wealth Advisory based in Phoenix, AZ, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career includes roles at Charles Schwab, Mutual of Omaha Insurance Company, Mutual of Omaha Investor Services, and J.P. Morgan Chase Bank and Securities. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and wealth management consultations. The firm provides guidance on asset allocation and investment selection using Schwab’s internal research tools, with client trades requiring authorization and periodic reviews tailored to individual goals and risk tolerance.