Gregory May is a financial advisor at Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his current role, he has worked at Charles Schwab Co., Inc. and held various positions outside the financial industry. 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 recommend investments, conducting at least annual account reviews without exercising discretionary trading authority.

Thomas Hippner is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in New York, NY. His prior experience includes roles at Charles Schwab, Bank of America, Merrill, and CheckMate Industries. 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 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.

Jason Cvetan is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Charles Schwab Premier Bank, Charles Schwab Trust Bank, Charles Schwab Bank, SSB, and Regions Bank. Schwab Wealth Advisory 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 as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Alex Avila is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 66 and Series 63 designations and has worked at Charles Schwab & Co., Fidelity Investments, Principal Securities, and E*TRADE. Outside of finance, Avila is the owner of Trinviark/Sunny Out West Media, where he produces and acts in fiction works, as well as writes and publishes screenplays, books, and short stories. 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 asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client engagement without discretionary trading authority.

Oluwatobi Ajao is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab and has a background that includes time as a collegiate football player at Auburn University. Outside of his advisory role, he works as a delivery driver for DoorDash. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual financial reviews and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients, distinguishing its advisory services from many other enterprise wealth managers.

Brandon Macho is a CFP® professional affiliated with Schwab Wealth Advisory in Orlando, FL, with three years of industry experience. His prior roles include positions at Ameriprise and RBC Capital Markets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations through CS&Co.’s standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority on client accounts.

Jessica Creevy is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and one year of industry experience. She previously worked at Charles Schwab and has experience with her own business, Jessica Creevy LLC. Outside of advisory roles, she serves as Chair of the Board of Trustees for Jarrow Montessori, a nonprofit private Montessori school. 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 delivered through Schwab’s research tools and asset allocation models.

Christopher Satterfield is a CFP® and ChFC® with 20 years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, where he has worked since 2021. His prior roles include positions at First Western Trust, LPL Financial, Arizona Bank & Trust, and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Hercel Leveringston is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Schwab Wealth Advisory and Charles Schwab since 2015. Leveringston serves as a board member for Dress For Success Indianapolis, a community organization supporting the empowerment of women. 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. The firm operates within the Schwab ecosystem and uses standard asset allocation models and research tools, with clients retaining final trading decisions.

Mario Giannetta is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including roles at Charles Schwab Bank and Charles Schwab since 2005. Schwab Wealth Advisory, Inc. delivers non-discretionary fiduciary investment advice to clients 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 clients directly for advisory services.

Devon Scarlett is a financial advisor with Schwab Wealth Advisory in Jersey City, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Fidelity Investments, Merrill Lynch, and The Ayco Company, L.P./Mercer Allied. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering 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 exercise discretionary trading authority.

Chelsey Schumann is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Schwab, she held roles in real estate and hospitality. 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 supported by Schwab’s research tools, with a focus on client-directed trading decisions.

Andrew Mc Morrow is a financial advisor with Schwab Wealth Advisory who holds the Series 63 and Series 66 designations and has 10 years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab prior to joining Schwab Wealth Advisory in 2023. Outside of his advisory work, he serves as an ice hockey referee in the Denver Metro area and is a parent volunteer team treasurer for the Colorado Rapids Youth Soccer Club. 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.

Paige Weddle is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. She has worked across various Charles Schwab entities since 2021 and has prior experience at Wag, Kohl's Department Stores, The World Egg Bank, and the University of Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support client-directed investment decisions. The firm operates as an internal advisory unit within the Schwab ecosystem, offering annual financial reviews and investment recommendations without discretionary trading authority.

Brandon Flitsch is a financial advisor at Schwab Wealth Advisory with 12 years of experience in the industry. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management and various Charles Schwab entities since 2016. 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 within the Schwab ecosystem and does not charge clients directly, focusing on advisory services delivered through periodic account reviews without discretionary trading authority.

Courtney Babb is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2015. She has been associated with Charles Schwab & Co., Inc. since 2012. 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 across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem and emphasizes client-directed decision-making supported by Schwab’s research tools and standard asset allocation models.

David Sprung is a CFP® with four years of industry experience, currently serving with Schwab Wealth Advisory in Jersey City, NJ. He has worked at Charles Schwab & Co., Inc. since 2022 and has prior experience in various roles including entrepreneurship with College Movers & Junk Hauling. 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 without exercising discretionary trading authority. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools to support client decisions.

Nicholas Yeros is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2017, including his current role at Schwab Wealth Advisory since 2021. Prior to that, he spent one year at Atmos Energy Corporation. 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 using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Lauren Chapman is a financial advisor at Schwab Wealth Advisory with Series 66 credentials and one year of industry experience. Before joining Schwab, she held roles at the American Institute for Economic Research and DoorDash, Inc., and has a background including education and various short-term positions. 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 supported by Schwab’s research tools and asset allocation models.

Jeffrey Baclawski is a CFP® and ChFC® with 25 years of industry experience. He has worked at Schwab Wealth Advisory since 2017 and has prior experience at Strategic Advisers, Inc. and Fidelity Brokerage Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab's asset allocation models and research tools to recommend investments while leaving final trading decisions to clients, conducting annual account reviews without discretionary trading authority.