John Huddleston is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at Charles Schwab, TD Ameritrade Investment Management, Scottrade, Madyson Capital Management, and Fidelity Brokerage Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations, while clients retain final trading decisions; it operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Sean Mallon is a CFP® with 23 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having joined in 2025, and previously worked at Moomoo Financial Inc. and TD Ameritrade. 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 using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge fees directly to clients.

Kristina Regan is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Boston, MA. She previously worked at Finarc Investments, Inc. and Strategic Advisers, Inc. Regan is involved with Envisioning Access, a nonprofit charitable organization, where she serves on the finance committee. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily using Schwab’s asset allocation models and research tools.

Anacapri Zuniga is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Phoenix, AZ. Zuniga has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2026. Prior to this, Zuniga held roles at Care.com, Hassayampa Academic Village, Nekter Juice Bar, and Salad and Go. 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 discussions, and investment recommendations using Schwab’s proprietary research tools and standard asset allocation models.

Patrick Yingst is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and TTI, Inc. since beginning his career in 2013. 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 and planning discussions, 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, differentiating its approach from many enterprise wealth managers.

Cole Butler is a CFP® professional with five years of industry experience, currently with Schwab Wealth Advisory. He has worked at Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory, Inc. in 2025. Prior to this, he held roles at Huya Bioscience and First Bank, alongside periods as a student. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual reviews, retirement and financial planning, and investment recommendations primarily guided by Schwab’s asset allocation models and research tools.

Porter Draper is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and its wealth advisory division since 2018. Prior to that, he was with Moloney Securities and Cetera Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering comprehensive financial reviews 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.

James Hudson is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2015, joining Schwab Wealth Advisory in 2018. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset classes. The firm’s advice is delivered through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Michael Sharpe is a CFP® and Series 66 credentialed financial advisor at Schwab Wealth Advisory with five years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, following earlier roles at Shepherd Financial, LLC and LeadJen LLC. He also spent four years at the University of Kentucky prior to his financial advisory career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to offer investment recommendations while leaving final trading decisions to clients.

Anna Dickinson is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab in various roles since 1999, including time at Schwab Private Client Investment Advisory and Charles Schwab Bank. Prior to her current position, she spent nine years at Beach Body. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Steven Stombaugh is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab beginning in 2023, and he spent three years in full-time education from 2019 to 2022. 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 standard asset allocation models and Schwab research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Kalie Goudy is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Schwab Wealth Advisory since 2016, working within the Schwab organization since 2013. 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 and does not engage in discretionary trading or direct client billing.

Yusuf Yilmaz is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and 10 years of industry experience. He previously worked at Fidelity Investments in various roles from 2015 to 2025 before joining Schwab in 2025. 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 asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with clients retaining final trading decisions.

Matthew Gehring is a CFP® professional with 22 years of industry experience currently with Schwab Wealth Advisory Inc. He has been with the Schwab organization since 2014, including roles at Schwab Private Client Investment Advisory, Inc. from 2014 to 2022 and Schwab Wealth Advisory since 2022. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, using standard asset allocation models and Schwab research tools to support client investment decisions. The firm conducts at least annual account reviews and generally does not exercise discretionary trading authority, distinguishing it within the Schwab ecosystem.

Evan Bigler is a CFP® with 15 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at The Vanguard Group and Fidelity Investments. 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 through Schwab’s proprietary research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients, distinguishing its advisory approach from many enterprise wealth managers.

Kasey Mc Curdy is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Lone Tree, CO. Mc Curdy has held various roles within Charles Schwab since 2014, including positions at Charles Schwab Investment Advisory, Inc. and Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews, retirement and planning discussions, 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 exercise discretionary trading authority, with discretionary management typically handled by affiliated or third-party money managers.

Marco Escobar is a financial advisor with Schwab Wealth Advisory, Inc., holding the CFP® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including prior roles at Citigroup and Merrill. Outside of finance, he is involved in music production and songwriting through his business, CasaMuzik. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice using Charles Schwab’s asset allocation models and research tools, focusing on annual financial reviews and investment recommendations within a non-discretionary framework.

Robert Bodenlos is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors. Schwab Wealth Advisory, Inc. 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 using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Ethan Torres is a CFP® professional with two years of industry experience, currently affiliated with Schwab Wealth Advisory in Phoenix, AZ. He has been with Charles Schwab and Schwab Wealth Advisory Inc. since 2023. Prior to his financial advisory career, Ethan worked in various roles including at Sprouts Farmers Market and Chick-fil-A, as well as spending several years in full-time education. Schwab Wealth Advisory, Inc. 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 delivers advice through Charles Schwab’s asset allocation models and research tools, with final trading decisions made by clients and accounts reviewed at least annually.

Lauri Van Stone is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and six years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and previously held roles at Charles Schwab, Silverhawk Private Wealth, and Country Financial. Schwab Wealth Advisory, Inc. 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 recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.