Chadwick Proctor is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and seven years of industry experience. His prior roles include positions at BNY, Bank of America Private Bank, and Northern Trust. He is based in Seattle, WA. Schwab Wealth Advisory 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 across various asset types. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Brian Nash is a CFP® professional with six years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., having joined both firms in 2025. Prior to this, he worked at The Vanguard Group, Inc. from 2019 to 2025 and had brief roles at Wells Fargo Advisors and McCaffrey's Food Markets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, delivering annual financial reviews and investment recommendations using 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, distinguishing its service model from many other enterprise wealth managers.

Garrett Bianchi is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has been with the Schwab organization since 2019, including roles at both Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. Prior to his financial services career, he worked at Crooked Stick Golf Club and River Pointe Country Club. 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 based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc. and does not exercise discretionary trading authority over client accounts.

Chase Hill is a CFP® professional with four years of industry experience, currently advising at Schwab Wealth Advisory in Orlando, FL. His background includes roles at Charles Schwab and prior experience outside finance in parking and shuttle services as well as conservation work with the Sea Turtle Conservancy, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and focuses on client-directed investment decisions without exercising discretionary trading authority.

Casey Wyatt is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2008. 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 standard asset allocation models.

Linett Batiste is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, bringing five years of industry experience. Prior to joining Schwab in 2021, she held positions at Edward Jones, Fadal Construction, Target Corporation, and Nordstrom Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm’s advisory services focus on annual financial reviews and investment recommendations without exercising discretionary trading authority.

Colin Boyle is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Charles Schwab, Robinhood Markets, Broadridge Financial Solutions, and Fairfield Country Club. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s proprietary research tools and standard asset allocation models.

Nate Ramirez is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Heather Vacek is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Charles Schwab since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to recommend investments and conduct annual account reviews. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Thanh Vo is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab, TD Ameritrade, CarMax, and World Market. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not typically act as a discretionary portfolio manager.

Evan Allvord is a CFP® professional affiliated with Schwab Wealth Advisory, Inc. in Radnor, PA, with eight years of industry experience. He has worked at The Vanguard Group, Wilmington Trust, and Charles Schwab & Co., Inc., including his current roles since 2026. Prior to his financial advisory career, he was employed by Restaurant Associates at Longwood Gardens. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations, using Charles Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Matthew Mc Coll is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and four years of industry experience. His prior roles include positions at Charles Schwab, Mass Mutual Investors Services, and Turnbridge, as well as experience as an attorney. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, planning discussions, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co. and does not charge clients directly for its services.

Hongli Chen is a CFP®-credentialed financial advisor at Schwab Wealth Advisory with nine years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Chen worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. He is also involved in property management activities, assisting with tenant needs. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations via standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Mary Aguirre is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, Lockton Dunning Benefits, and Conduent Business Services. Prior to her advisory roles, she also spent time as a stay-at-home mom. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as 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.

Cynthia Howells is a CFP® and CFA® charterholder with three years of industry experience. She is currently with Schwab Wealth Advisory and previously worked at Equitable, Capital Management Group of New York, and Sagemark Consulting, Lincoln Financial Associates. 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. The firm uses standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Jennifer Cuprill is a Series 66-credentialed financial advisor with 18 years of industry experience. She has been with Schwab Wealth Advisory since 2013 and has worked with Charles Schwab & Co., Inc. since 2010. She is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority, distinguishing its service model from many other enterprise wealth managers.

Nicholas Alexander is a CFP® with 11 years of industry experience, currently serving at Schwab Wealth Advisory since 2025. He has held previous roles within Charles Schwab-affiliated firms since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients 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, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Melvin Duran is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held positions at Navy Federal Credit Union, TEKsystems, and Evermay Wealth Management LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to recommend investments while allowing clients to make final trading decisions. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual financial reviews and wealth management education.

Natali Espinosa is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials. She has been with Schwab Wealth Advisory and Charles Schwab since 2025. Prior to entering the financial industry, she spent several years in full-time education and worked at Ozumo Santana Row LLC. 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 research tools. The firm operates as an internal advisory unit within Charles Schwab, delivering advice without discretionary trading authority and typically serving individual clients rather than institutional accounts.

Thomas Sims is a CFP® with nine years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has held prior roles at Vanguard Advisers, Inc. and MAI Capital Management, LLC. Thomas is based in Charlotte, NC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering 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 Charles Schwab & Co., with a distinctive fee and management structure compared to many enterprise wealth managers.