Ty Clark is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory in Indianapolis, IN. His career includes roles at Charles Schwab Bank and Charles Schwab, with additional experience in medical and retail sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm emphasizes asset allocation and investment selection guided by Charles Schwab’s internal research, offering tailored recommendations without exercising discretionary trading authority.

Paul Analovitch is a Certified Financial Planner® (CFP®) with 26 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and has worked at Charles Schwab & Co. Inc. since 1999. Schwab Wealth Advisory, Inc. 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 guided by Schwab’s asset-allocation models and internal research. The firm offers tailored recommendations with client authorization required for trades, utilizing a mix of mutual funds, ETFs, separately managed accounts, and alternative investments.

Daniel Woldu is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Lone Tree, CO. His prior experience includes roles at Charles Schwab & Co., Inc. and TIAA-CREF Individual & Institutional Services. Woldu also serves as a board member for the Tigray Communities Forum, a nonprofit organization. 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 Charles Schwab & Co.-referred clients. The firm’s investment approach emphasizes asset allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Jacqueline Sanson is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory. She has been affiliated with Charles Schwab & Co., Inc. since 2016, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Dimitri Tsioutsiopoulos is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including Morgan Stanley and Mass Mutual Investors Services. Dimitri is based in Los Angeles, CA. 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 emphasizes asset allocation and investment selection using proprietary research tools, with recommendations tailored to clients’ goals and risk tolerance.

Jacob Roberts is a CFP® professional with five years of industry experience, currently advising at Schwab Wealth Advisory Inc. He has previously worked at Charles Schwab and Regions Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm focuses on tailored recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Jennie Clerzeau is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and based in Orlando, FL. She has one year of industry experience and previously worked in various roles including at Kelly Education and Columbia University. 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’s asset-allocation models and internal research tools, with personalized recommendations tailored to clients’ goals and risk tolerance.

Cameron Grable is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Chicago, IL. Prior to joining Schwab Wealth Advisory and Charles Schwab in 2024, he worked at The Vanguard Group from 2018 to 2024. 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 uses Schwab's asset-allocation models and research tools to offer tailored recommendations, while trades are executed only with client authorization.

Felipe Soto Ramos is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at Truist Advisory Services and Credit Suisse. 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 Schwab’s proprietary asset-allocation models and research tools.

Jason Bettendorf is a Series 65-credentialed financial advisor with Schwab Wealth Advisory in Irvine, CA. He has 14 years of industry experience, including 13 years at Wells Fargo and recent roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory. 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 based on firm-developed asset allocation models and research tools. The firm offers at-least-annual portfolio reviews and typically recommends separately managed accounts managed by third-party or affiliated money managers.

Joel Castor is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Fisher Investments, Fidelity Investments, and Merrill. 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 Charles Schwab & Co.-referred clients. The firm’s approach emphasizes asset allocation and investment selection guided by Schwab’s internal research tools, with client authorization required for all trades.

Marc Goldstein is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Northern Trust, Wells Fargo Clearing, and Citicorp Investment Services. Based in Las Vegas, NV, Goldstein holds Series 63, 65, and 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm employs asset-allocation models and internal research tools to offer tailored guidance on investments, with trades executed only upon client approval.

Stephen Isaacs is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Schwab Wealth Advisory and has previous experience at Charles Schwab, TD Ameritrade, Edward Jones, and FedEx Services. 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 offers guidance on asset allocation and investment selection using standard asset-allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance.

Hajrudin Rastoder is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has six years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and First Convenience Bank prior to joining Schwab Wealth Advisory in 2022. Schwab Wealth Advisory serves clients enrolled in its 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 approvals required for all trades.

Levi Fewell is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and FedEx Express, as well as experience with Imagiscapes LLC and Cornerstone Concrete. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment selection, with an emphasis on client authorization for trades and tailored recommendations.

Jason Comer is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including TIAA-CREF, USAA Financial Planning Services, TD Ameritrade, and Fidelity. Comer has been with Charles Schwab & Co. and Schwab Wealth Advisory since 2016. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) 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 proprietary asset-allocation models and research tools, with recommendations tailored to individual client goals and risk tolerance.

Emanuel Candelario Padilla is a financial advisor with Schwab Wealth Advisory and holds the CFP®, ChFC®, and Series 66 designations. He has nine years of industry experience, including roles at Charles Schwab, Lincoln Financial Securities, CIFS, and Citibank. He is based in Orlando, FL. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is guided by Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Marshal Morgan is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory, Charles Schwab Bank, Charles Schwab & Co., and The Vanguard Group. He was also self-employed and affiliated with Amazon Associates in recent 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 guidance is based on Schwab’s asset-allocation models and internal research tools, offering tailored recommendations with client authorization required for trades.

Sean Wolfe is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and JP Morgan entities throughout his career. Wolfe is based in Indianapolis, IN. 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 guided by Charles Schwab & Co.’s asset allocation models and research tools, with at least annual reviews and recommendations tailored to client goals and risk tolerance.

Bailey Lockhart is a CFP® certificant with seven years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2021. Prior to this, Bailey worked at Charles Schwab & Co., Inc. from 2018 and spent two years with Dicks Sporting Goods. Schwab Wealth Advisory, Inc. 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’s approach is guided by internal asset-allocation models and research tools, offering tailored recommendations reviewed at least annually.