Thomas Coffman is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1997, including 14 years at Schwab Wealth Advisory. Outside of his advisory role, he serves as a board member of the Edenwilde Homeowners Association in a volunteer capacity. Schwab Wealth Advisory 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 & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance, while investment decisions require client authorization.

Alan Mendoza Valencia is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and based in Phoenix, AZ. He has one year of industry experience, including roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. Prior to his advisory career, his work history includes positions at Burlington Stores, Whataburger, and the YMCA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach is guided by proprietary asset-allocation models and internal research tools, offering personalized recommendations without exercising discretionary trading authority.

Bonnita Hughes is a financial advisor with Schwab Wealth Advisory Inc. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. Her prior work includes roles at Charles Schwab Bank, OneAmerica Securities, American United Life, Principal Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab & Co.’s asset-allocation models and internal research tools.

David Chapman is a CFP® professional with 22 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has held roles at Charles Schwab & Co., Charles Schwab Bank SSB, and USAA-affiliated firms over a career spanning more than two decades. Based in San Antonio, TX, Chapman has worked extensively within prominent financial institutions. 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 services include guidance on asset allocation and investment selection, relying on Charles Schwab’s asset-allocation models and research tools, with tailored recommendations reviewed at least annually.

David Chapin II is a CFP® professional with 15 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2021. He has previously worked at Charles Schwab and Sheaff Brock Investment Advisors, LLC. 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 & Co.-referred clients. The firm’s advice is guided by proprietary asset-allocation models and internal research tools, offering tailored recommendations without discretionary trading authority.

Wallace Eason is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab Wealth Advisory, he spent 30 years with State Farm Insurance. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients in the Schwab Wealth Advisory program and select referred clients. The firm’s guidance includes asset allocation and investment selection based on Charles Schwab & Co.’s asset-allocation models and research tools, with trades executed only upon client authorization.

Blake Lazear is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2007. He is a silent owner and CFO of a family-owned computer knit products company but is not involved in its operations. 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 uses proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

John Huddleston is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Fidelity, and T. Rowe Price Advisory Services. 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 & Co.-referred clients, focusing on asset allocation and investment selection guided by Charles Schwab’s internal research and models.

Sean Mallon is a CFP® with 23 years of industry experience, currently advising at Schwab Wealth Advisory, Inc. in Orlando, FL. His prior experience includes roles at TD Ameritrade, Charles Schwab, Moomoo Financial, and Wells Fargo Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering customized recommendations without exercising discretionary trading authority.

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 also a member of the finance committee for Envisioning Access, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s recommendations are based on proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Anacapri Zuniga is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory, Zuniga held roles at Care.com and several other companies. 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 Charles Schwab’s standard asset-allocation models and internal research tools. The firm’s services include guidance on asset allocation and investment selection, with trades executed only upon client authorization.

Patrick Yingst is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and TTI, Inc. before joining Charles Schwab, where he has been employed since 2018. 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 uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations to clients’ goals and risk tolerance, with trades executed only upon client authorization.

Cole Butler is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory in 2025. His prior experience includes roles at Huya Bioscience and First Bank. 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 referrals from Charles Schwab & Co. The firm’s advice is based on Schwab’s standard asset-allocation models and internal research, delivering tailored recommendations without exercising discretionary trading authority.

Porter Draper is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including Charles Schwab & Co., Inc., Moloney Securities, Cetera Advisors, and RBC Capital Markets. 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-referred clients. The firm employs Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

James Hudson is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Schwab Wealth Advisory since 2018, as well as Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and research tools to make tailored recommendations, with trades executed only upon client authorization.

Michael Sharpe is a Certified Financial Planner (CFP®) and holds a Series 66 license with five years of industry experience. He has worked at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. since 2021, and previously was employed at Shepherd Financial, LLC and LeadJen LLC. He also has a background in academia from the University of Kentucky. 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. The firm uses Charles Schwab’s standard asset allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Cliff Worthylake is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. and previously held roles at firms including WA Global and Amazon. 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 & Co.-referred clients. The firm’s recommendations focus on asset allocation and investment selection, utilizing Schwab’s internal research tools and standard models, with trades executed only upon client authorization.

Anna Dickinson is a financial advisor with Schwab Wealth Advisory Inc. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior roles include positions at Charles Schwab Bank, Beach Body, and Schwab Private Client Investment Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Steven Stombaugh 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 Wealth Advisory in 2025, he worked at Charles Schwab beginning in 2023 and spent three years in full-time education from 2019 to 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes standardized asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Kalie Goudy is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has been with Schwab Wealth Advisory since 2016 and affiliated with Charles Schwab since 2013. 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 uses standard asset-allocation models and internal research tools to guide investment selections, with recommendations tailored to clients’ goals and risk tolerance.