Steven Brooks is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. He has worked within the Charles Schwab organization since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on 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 charge clients directly, differentiating its service and fee structure from many enterprise wealth managers.

John Lupori is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2008 and with Schwab Wealth Advisory since 2021. Outside of his advisory role, he is involved in marketing and networking for a roofing company in the construction industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and tailored 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 exercise discretionary trading authority in its client accounts.

Mohamed Doumbia is a CFP® certificant with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior work includes roles at Charles Schwab and Co., Inc., TD Ameritrade, and Clout Enterprises. He is also the owner of a small rental services business, DML Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering 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.

Michael Keating is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2025, he spent 17 years at BlackRock. 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 across various asset classes. The firm operates within the Schwab ecosystem and delivers advice through standardized asset allocation models and research tools, with final investment decisions made by clients.

Sanel Duranovic is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has held positions at firms including Charles Schwab, Transamerica Investors Securities Corporation, CITIGROUP, and USAA, contributing to his extensive background in financial planning and investment management. Schwab Wealth Advisory 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 focuses on annual financial reviews and investment recommendations while allowing clients to make final trading decisions.

Jeremy Glass is a CFP® professional with 18 years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016. Outside of his advisory role, he has involvement in real estate and property management in Avon, Indiana. 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 utilizing Schwab’s proprietary research tools and model portfolios.

Davis Pearce is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at Carvana LLC and held various other roles outside the financial sector. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in 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.

Michael Myers is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade for 12 years before joining Charles Schwab and Schwab Wealth Advisory. 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 based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

Todd Edwards is a CFP® with eight years of industry experience and is currently affiliated with Schwab Wealth Advisory. He previously worked at Edward Jones for seven years and American National Diversified, Inc. for one year. Edwards is based in Westlake, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Ty Clark is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His work history includes roles at Charles Schwab and Charles Schwab Bank, as well as experience outside finance with Alta Medical and Discount Den. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

Paul Analovitch is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory Inc. since 2012. He has been associated with Charles Schwab & Co., Inc. since 1999. 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 conducts annual financial reviews and investment recommendations while leaving final trading decisions to clients, operating as an internal advisory unit within the Schwab ecosystem.

Daniel Woldu is a CFP® certificant with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Lone Tree, Colorado. His prior experience includes roles at TIAA-CREF Individual & Institutional Services, LLC and the International Rescue Committee. He is also a board member of the Tigray Communities Forum, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial planning, investment recommendations, and annual account reviews using Schwab’s proprietary research and asset allocation models.

Dimitri Tsioutsiopoulos is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including positions at Morgan Stanley and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and supports client-directed investment decisions without discretionary trading authority.

Jacob Roberts is a CFP® professional with five years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has also worked at Charles Schwab and Regions Bank. His background includes a period as a full-time student and experience outside finance at Olive Garden. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through 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 directly charge clients fees.

Jennie Clerzeau is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. She has been with Schwab since 2026 and previously worked in education and nonprofit sectors, including roles at Kelly Education and Heart of Florida United Way. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to deliver investment recommendations without exercising discretionary trading authority.

Cameron Grable is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory in Chicago, IL. Prior to joining Schwab Wealth Advisory in 2024, he worked for The Vanguard Group for six years. 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. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations while leaving final trading decisions to clients.

Felipe Soto Ramos is a CFP® certificant with four years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory, Inc. Prior to joining Schwab, he held roles at Truist Advisory Services and Credit Suisse, among others. Schwab Wealth Advisory, Inc. 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 support investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Jason Bettendorf is a financial advisor with Schwab Wealth Advisory in Irvine, CA. He holds a Series 65 designation and has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2026, following prior experience at Charles Schwab from 2013 to 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools, while leaving final trading decisions to clients.

Joel Castor is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His career includes prior roles at Fidelity Investments and Fisher Investments. 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 offers annual financial reviews and investment recommendations across various securities, with final trading decisions made by clients.

Marc Goldstein is a CFP® professional with 16 years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory in Las Vegas, NV, and previously worked at Northern Trust and Wells Fargo. 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. The firm uses Charles Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.