Cory Rau is a CFP® professional with 12 years of industry experience, currently serving at Schwab Wealth Advisory. He has held roles at Charles Schwab since 2018 and previously worked at Raymond James Financial Services and Chapel & Collins. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Schwab’s asset allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Homira Rich is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her career includes roles at Schwab Wealth Advisory Inc., Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. 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’s guidance is based on proprietary asset-allocation models and internal research, with clients maintaining control over trade authorization.

Robert Malzberg is a Series 66-licensed financial advisor at Schwab Wealth Advisory with four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, The Vanguard Group, and Bank of America Merrill Lynch. Outside of finance, he has worked in diverse sectors including DoorDash and the New York Yankees. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations according to client goals and risk tolerance.

Aniyah Gibbs is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and having one year of industry experience. She has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2025. 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 based on asset-allocation models and internal research tools.

Jonathan Spors is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at TIAA-CREF, UBS Financial Services, and Advised Assets Group. Additionally, he has an ownership interest in a real estate business. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s asset-allocation models and internal research tools.

Kevin Richardson is a CFP® with 20 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and has held prior roles at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. He is based in Westlake, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the SWA program, utilizing Charles Schwab’s asset-allocation models and research tools to tailor recommendations according to individual goals and risk tolerance.

Alexander Von Svoboda is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. His prior roles include positions at Charles Schwab & Co., Inc. and Associate Investor Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm guides clients on asset allocation and investment selection based on proprietary Schwab models and research, with trades executed only upon client authorization.

Lee Marcotte is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab, as well as a brief tenure at TopMarc Media, LLC. 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 and financial planning focused on asset allocation and investment selection. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with recommendations tailored to each client’s goals and risk tolerance.

Spencer Fogo is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Charles Schwab and its subsidiaries since 2015. 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 guidance is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Chadwick Proctor is a Series 65-licensed financial advisor at Schwab Wealth Advisory with one year of industry experience. He previously worked at BNY for seven years, Bank of America Private Bank for one year, and Northern Trust for four years. 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 advice utilizes Charles Schwab’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Brian Nash is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at The Vanguard Group for six years and has additional experience with Wells Fargo Advisors and Charles Schwab & Co. Nash is based in Radnor, PA. Schwab Wealth Advisory, Inc. 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 utilizes proprietary asset allocation models and Schwab’s internal research tools to deliver investment guidance tailored to clients’ goals and risk tolerance.

Garrett Bianchi is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has worked at Charles Schwab and Co., Inc. since 2019 and previously held positions at River Pointe Country Club and Crooked Stick Golf Club. 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’s guidance is based on proprietary asset-allocation models and research tools, with tailored recommendations reviewed at least annually.

Chase Hill is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. His prior experience includes roles at Charles Schwab and positions outside the financial industry, such as at VIP Valet, Parking & Shuttle Services of Orlando, and involvement with the Sea Turtle Conservancy, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools while maintaining client authorization for all trades.

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 firms since 2008. Wyatt is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using asset allocation models and research tools developed by Charles Schwab & Co. The firm offers tailored investment recommendations with at-least-annual reviews, and does not exercise discretionary authority over client accounts.

Linett Batiste is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and five years of industry experience. She has worked at Schwab Wealth Advisory and Charles Schwab since 2021, with previous roles at Fadal Construction, Edward Jones, Target Corporation, and Nordstrom Inc. 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 research tools, with trades executed only upon client authorization.

Colin Boyle is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Robinhood Markets, Broadridge Financial Solutions, and Charles Schwab. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on asset-allocation models and internal research tools.

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 and previously at Equitable Advisors. 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. The firm’s approach relies on Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to individual client goals and risk tolerance.

Heather Vacek is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 2015. 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. The firm’s guidance is based on Charles Schwab’s asset-allocation models and research tools, offering personalized recommendations reviewed at least annually.

Thanh Vo is an advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Thanh worked at Charles Schwab and TD Ameritrade, as well as in roles outside the financial sector at CarMax and World Market. 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’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with services tailored to each client’s goals and risk tolerance, and trades executed only with client authorization.

Evan Allvord is a CFP® professional affiliated with Schwab Wealth Advisory with eight years of industry experience. He previously worked at The Vanguard Group and Wilmington Trust before joining Schwab Wealth Advisory and Charles Schwab & Co. in 2026. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to offer tailored, point-in-time wealth management guidance.