Tiffany Clark is a CFP® professional with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has held various roles within Charles Schwab entities since 2015. 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 selected Charles Schwab & Co.-referred clients. The firm’s advice is guided by Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with at least annual reviews.

Douglas Smith is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co. since 2000, including a decade at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and select Charles Schwab-referred clients. The firm emphasizes asset allocation and investment selection based on proprietary models and research, with trades executed only with client authorization.

Jonathan Greene is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at Edward Jones, Kovack Securities, Capital Guardian Wealth Management, Wells Fargo Clearing, and Merrill. He is based in Orlando, FL. 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 guidance is based on Charles Schwab’s asset-allocation models and internal research tools, with recommendations tailored to client goals and risk tolerance.

Rebecca Sizelove is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has held positions at Charles Schwab & Co., Inc., Charles Schwab Bank, J.P. Morgan Securities LLC, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach emphasizes tailored recommendations based on asset allocation models and internal research, with trades executed only upon client authorization.

Craig Mckinlay is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Schwab Wealth Advisory, Craig worked at Blackrock Investments, LLC for 10 years. 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 client authorization required for trades.

Emily Anderson is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. She previously worked at Charles Schwab & Co., Banner Health, Starbucks Coffee Company, the University of Arizona, and the U.S. Department of State. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for 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 research tools to guide investment selection and conducts annual reviews tailored to client goals and risk tolerance.

Conni Mc Ewen is a CFP® professional with 23 years of industry experience, currently serving at Schwab Wealth Advisory. Her prior roles include positions at J.P. Morgan Securities, Chase Investment Services, Fidelity, Raymond James & Associates, and Prudential Equity Group. She serves on the finance committee board of the Girl Scouts of Central Indiana, overseeing the organization’s financial health. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, offering tailored investment recommendations without discretionary trading authority.

Michalis Kritikos is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including TD Ameritrade, Charles Schwab & Co., and Allstate. 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, utilizing asset allocation models and research tools tailored to individual goals and risk tolerance. The firm emphasizes client authorization for trades and offers separately managed accounts overseen by third-party or affiliated money managers.

Owen Endris is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and has worked at Charles Schwab since 2013, with prior experience at Edward Jones in 2009. 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 referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to deliver tailored investment recommendations without exercising discretionary trading authority.

Cory Wade is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior work includes roles at Fidelity Investments, Fidelity Brokerage Services, TD Ameritrade, and Charles Schwab. Outside of his advisory work, he owns a short-term rental property listed on Airbnb. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and internal research to guide investment selection, with trades made only upon client authorization.

Auddie Cousins is a Series 66-registered advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab, Cousins worked at Fidelity Investments and held roles in various other industries including health science and hospitality. 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 proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Matthew Refner is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He previously worked at The Vanguard Group, Inc. for six years before joining Schwab Wealth Advisory and Charles Schwab in 2021. 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 reviewed at least annually.

Emily Lopez is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Robinhood Financial, and Fidelity Investments. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Edward Nicolai is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Schwab Wealth Advisory since 2022. His prior experience includes roles at J.P. Morgan Securities and BancWest Investment Services. 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 & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Alan Zwicker is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial. Zwicker also provides administrative support to Goodman Advisory Group, an independent investment advisory firm. 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, financial planning, and wealth management consultations. The firm’s advice is based on standard asset-allocation models and internal research tools, with client authorization required for trades.

Lei Fu is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in San Francisco. He has been with Charles Schwab since 2015 and with Schwab Wealth Advisory since 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and internal research tools, offering personalized recommendations without exercising discretionary trading authority.

Jacob Schmidt is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Charlotte, NC. His prior experience includes roles at The Vanguard Group and Facet, as well as self-employment. Outside of finance, Schmidt performs as a singer. 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 services emphasize client authorization for trades and rely on Charles Schwab’s asset-allocation models and internal research tools.

Reginne Arevalo is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs Ayco, Fidelity Investments, Bank of America, and Merrill Lynch. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Donald Meckel is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2006 in various roles. 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 referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on each client’s goals and risk tolerance, with client authorization required for trade execution.

Nehemiah Jefferson is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 licenses. He began his career in financial services in 2025 after nine years at Esquire Tax Firm Americas Tax Attorney Carrington. Jefferson is based in Westlake, TX. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on internal research and asset-allocation models, with individualized recommendations reviewed at least annually.