Jayson Sacco is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior roles include positions at Charles Schwab & Co., Ameriprise Financial Services, Fidelity Investments, and USAA Group. Outside of his advisory work, he hosts a weekly podcast focused on axial spondyloarthritis and writes fiction books. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary advice, financial planning, and wealth management consultations. The firm’s approach uses Charles Schwab’s asset-allocation models and research tools, with client-directed trade execution and at-least-annual reviews tailored to individual goals and risk tolerance.

George Sorto is a CFP® professional at Schwab Wealth Advisory with nine years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2023 and previously spent five years at TD Ameritrade and three years at Fidelity Brokerage Services. 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 based on asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Dylan Jones is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Robinhood Markets. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s asset-allocation models and internal research tools. The firm offers tailored recommendations with annual reviews and typically recommends separately managed accounts handled by third-party or affiliated money managers.

Patrick Mac Leish is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked at Charles Schwab since 2013. Based in Orlando, FL, he provides investment advice and financial planning services to clients. 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 and wealth management consultations. The firm’s advice is guided by Schwab’s asset-allocation models and internal research, with tailored recommendations based on client goals and risk tolerance.

Derrick Butterfield Jr. is a financial advisor with Schwab Wealth Advisory Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has a broader affiliation with Charles Schwab dating back to 2012. 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 asset allocation guidance and investment selection based on Charles Schwab & Co.’s standard models and internal research tools, with client accounts reviewed at least annually.

Jeffrey Jensen is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to his current role, he worked at TD Ameritrade, Charles Schwab Bank, Charles Schwab & Co., and Edward Jones. Outside of his advisory work, he serves as a board member and president for a local Kiwanis Club, a volunteer organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with annual reviews tailored to client goals and risk tolerance.

Scott Hiller is a CFP® and ChFC® with 27 years of experience in financial advisory. He has worked at Schwab Wealth Advisory since 2022 and has been with Charles Schwab since 2020. Prior to that, he spent nearly two decades with USAA Financial Planning Services and related entities. 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 standardized asset-allocation models and internal research tools. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts handled by third-party or affiliated managers.

Supranee Lucas is a CFP® professional with 26 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She has held various roles within Charles Schwab affiliates since 2007. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations aligned with clients’ goals and risk tolerance.

Rene Rojas is a CFP® and ChFC® with nine years of industry experience. He is currently a financial advisor at Schwab Wealth Advisory and has held prior roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. He has also been involved with Lady Be Ready LLC since 2017. 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 proprietary asset-allocation models and internal research tools.

Jalyn Crittenden is a CFP® professional with one year of industry experience, currently advising clients at Schwab Wealth Advisory in Indianapolis, IN. Prior to joining Schwab, Jalyn worked at several firms including Charles Schwab and AEL Wealth Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, relying on Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Alan Jimenez is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. He holds Series 63 and Series 66 credentials and has seven years of industry experience. Prior to joining Schwab Wealth Advisory in 2021, he worked at Charles Schwab since 2018 and has experience in healthcare and education sectors. 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-referred clients. The firm’s advice is based on Schwab’s standard asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Sarah Spiller is a financial advisor with Schwab Wealth Advisory, holding CFP® and ChFC® designations and over 11 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2014, including roles with Schwab Private Client Investment Advisory, Inc. and currently Schwab Wealth Advisory, Inc. Schwab Wealth Advisory, Inc. 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 Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm’s approach involves at-least-annual client reviews and recommendations tailored to individual goals and risk tolerance.

Gregory May is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Schwab Wealth Advisory since 2026 and Charles Schwab Co. since 2023. Schwab Wealth Advisory, Inc. 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 advice is based on Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Thomas Hippner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab, Bank of America, Merrill, and CheckMate Industries. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selections. The firm operates under a structure that compensates advisors through Charles Schwab & Co. and offers a range of investment options including mutual funds, ETFs, and separately managed accounts.

Jason Cvetan is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials and one year of industry experience. His prior work history includes roles at Regions Bank, Charles Schwab & Co., Inc., and Amazon Flex. Based in Orlando, FL, he has been with Schwab Wealth Advisory since 2026. 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’s approach involves tailored asset allocation and investment recommendations using Schwab’s internal research tools, with client authorization required for trades, and it operates under a structure affiliated with Charles Schwab & Co. and related entities.

Alex Avila 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 firms including Fidelity Investments and E*TRADE Securities. Outside of finance, Avila is the owner of Sunny Out West Media, where he produces, writes, and publishes fiction screenplays, books, novels, and short stories. 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 asset-allocation models and internal research tools.

Oluwatobi Ajao is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and two years of industry experience. Before joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab and has a background that includes involvement with Auburn University Football. Outside of advisory work, he has worked as a delivery driver for DoorDash. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients primarily enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with tailored recommendations aligned to client goals and risk tolerance.

Annie Bui is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds a Series 66 designation and has worked within various Charles Schwab entities since 2023. Outside of advising, she has been involved in marketing ideation and execution for an advertising firm. Schwab Wealth Advisory, Inc. 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 guidance is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Brandon Macho is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at Ameriprise Financial Services, LLC and RBC Capital Markets, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice 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 relies on Schwab’s asset-allocation models and internal research, offering guidance on investments without exercising discretionary trading authority.

Jessica Creevy is a financial advisor with Schwab Wealth Advisory, holding a Series 65 designation and currently based in Boulder, CO. She began her advisory career in 2024 at Charles Schwab and joined Schwab Wealth Advisory in 2025. Outside of her advisory role, she serves as Chair of the Board of Trustees for Jarrow Montessori, a nonprofit private school. Schwab Wealth Advisory 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’s guidance is based on Charles Schwab’s asset-allocation models and internal research tools, with tailored recommendations reviewed at least annually.