Stephen Isaacs is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, TD Ameritrade, Edward Jones, and FedEx Services. 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 as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Hajrudin Rastoder is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Schwab Wealth Advisory 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 and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing it from many enterprise wealth managers.

Levi Fewell is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Charles Schwab & Co., Inc. and FedEx Express, as well as entrepreneurial experience with Imagiscapes LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations, with final trading decisions made by clients rather than the advisory team.

Jason Comer is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016. Comer holds Series 63 and Series 65 licenses. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice through standard asset allocation models and Schwab research tools, with discretionary management generally handled by affiliated or third-party managers.

Emanuel Candelario Padilla is a CFP® and ChFC® with nine years of industry experience. He is currently an advisor at Schwab Wealth Advisory, Inc. in Orlando, FL. Prior to joining Schwab, he worked at Lincoln Financial Securities and Citibank, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients, operating as an internal advisory unit within the Schwab ecosystem.

Sean Wolfe is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and JPMorgan Chase in various advisory roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Bailey Lockhart is a CFP®-certified financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing seven years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2021 and has worked at Charles Schwab & Co., Inc. since 2018. Prior to his career in finance, Bailey worked at Dicks Sporting Goods from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client education and asset allocation while leaving final trading decisions to clients.

David Harry is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., bringing seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., J.B. Harry and Associates, and a brief tenure at Missing Mountain Brewing Co. He has also been involved with Habitat for Humanity East Central Ohio. 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 conducts annual account reviews and offers investment recommendations without exercising discretionary trading authority.

Nathan Socrates is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has been associated with Charles Schwab & Co., Inc. since 2018. Prior to this, he was employed at Meridian Digital, LLC and spent time as a student. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and research tools while clients retain final trading decisions.

Frederick Redmond is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and PIMCO Investment Management Company LLC. Redmond is based in Hollywood, FL. 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 while utilizing Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab & Co. and does not exercise discretionary trading authority on client accounts.

Christian Fields is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at T. Rowe Price, MassMutual, and WMS Partners. 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 discussions, and investment recommendations based on Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not exercise discretionary trading authority.

Jared Johnson is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with Schwab Wealth Advisory and has previously worked at EP Wealth Advisors and Baker Avenue Asset Management. 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 research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients fees directly.

Brandon Nickell is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, having more than 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has been affiliated with Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Mariano Rodriguez is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the Series 66 designation and has been with Schwab Wealth Advisory since 2018, also working at Charles Schwab since 2014. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, delivering recommendations based on standard asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment guidance while leaving final trading decisions to clients.

Haris Aziz is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory in Phoenix, AZ. His prior work history includes roles at Science Care and O'Reilly's Auto Parts. 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 investment allocations while leaving final trading decisions to clients.

Corinne York is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Charles Schwab and its affiliated firms since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, 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, distinguishing its service model from many other enterprise wealth managers.

Sandra Perkin is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Charles Schwab since 1996 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s standard asset allocation models and research tools, delivering advice without discretionary trading authority.

Madeline Van Alstine is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds a Series 66 designation and has worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2021, following prior roles with Investment Center Advisor Group and LPL Financial. Before her financial industry career, she was involved with Dottys Dumpling Dowry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual financial reviews and investment recommendations without exercising discretionary trading authority.

Gina Deutsch is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Schwab Wealth Advisory Inc., having joined in 2025, and previously worked at USAA in various financial planning and investment roles from 2011 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and research tools while leaving final trading decisions to clients.

Tyler Kunzler is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He previously worked at J.P. Morgan Securities and Wells Fargo in various roles. Outside of advising, he serves as Vice President of Tate and Daniel LLC, where he manages financial tracking for tax purposes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and does not exercise discretionary trading authority, operating as an internal advisory unit within the Schwab ecosystem.