Christopher Satterfield is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Bellevue, WA, where he has worked since 2021. His previous roles include positions at First Western Trust, LPL Financial, Arizona Bank & Trust, 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, using Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm offers tailored recommendations and does not exercise discretionary trading authority, serving clients primarily through a fiduciary advisory model integrated with affiliated money managers.

Hercel Leveringston is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory and Charles Schwab since 2015. Leveringston serves on the board of Dress For Success Indianapolis, a community organization focused on empowering women. Schwab Wealth Advisory serves clients enrolled in the 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 approach includes asset allocation guidance and investment selection using Schwab’s internal research tools, with trades executed only upon client authorization.

Mario Giannetta is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked extensively within the Charles Schwab organization since 2004, including roles at Schwab Wealth Advisory Inc. and Charles Schwab Bank. 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 advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools. The firm emphasizes annual reviews tailored to client goals and risk tolerance, with recommendations typically involving separately managed accounts managed by third parties or affiliated managers.

Devon Scarlett is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Fidelity Investments and Merrill Lynch. 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’s approach includes guidance on asset allocation and investment selection, relying on Schwab’s proprietary models and research tools, with recommendations tailored to client goals and risk tolerance.

Andrew Mc Morrow is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2016. Outside of his advisory work, he serves as a youth and adult league ice hockey referee in the Denver area and volunteers as a team treasurer for a local youth soccer club. 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’s asset-allocation models and research tools. The firm operates with a large scale and offers services primarily through client-authorized trades, often recommending separately managed accounts managed by third-party or affiliated money managers.

Paige Weddle is a CFP®-certified financial advisor with Schwab Wealth Advisory, Inc., bringing four years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Wag, Kohl's Department Stores, Inc., and The World Egg Bank. She is based in Charlotte, NC. 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 select Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using Schwab’s internal research tools, with trades executed only upon client authorization.

Max Roy is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds a Series 66 designation and has worked at several firms including UBS Financial Services, M&T Bank, and Citibank. Prior to his advisory career, he was involved with Club Z Tutoring and Bergen Community College. 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. The firm uses standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, while trades require client authorization.

Brandon Flitsch is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management and various Charles Schwab entities. 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. The firm’s advice follows Charles Schwab & Co.’s asset-allocation models and internal research, with client trades performed only upon authorization.

Courtney Babb is a CFP® professional with 16 years of industry experience, currently serving as an 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 and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm focuses on tailored recommendations with client authorization for trades and manages a significant asset base through third-party and affiliated money managers.

David Sprung is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory, where he has worked since 2022. He has four years of industry experience, including prior roles at Charles Schwab & Co., Inc and Monroe Capital. Outside of financial services, he has experience in entrepreneurial ventures such as College Movers & Junk Hauling. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm emphasizes asset allocation and investment selection based on proprietary research and standard models, offering tailored advice without discretionary trading authority.

Nicholas Yeros is a financial advisor with Schwab Wealth Advisory and holds Series 63 and 66 licenses. He has nine years of industry experience, including prior roles at Charles Schwab and Atmos Energy Corporation. He is based in Lone Tree, Colorado. 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 employs standard asset-allocation models and internal research tools to guide investment decisions, with client authorization required for trades.

Lauren Chapman is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. She holds a Series 66 designation and has been with Schwab since 2026. Lauren's background includes roles at the American Institute for Economic Research and DoorDash, Inc., as well as full-time education and various other positions prior to joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance emphasizes asset allocation and investment selection based on internal research and standard asset-allocation models.

Jeffrey Baclawski is a CFP® and ChFC® with 25 years of experience in financial advisory roles. He has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2017, following prior positions at Strategic Advisers, Fidelity Brokerage Services, and TIAA-CREF. He is affiliated with Schwab Wealth Advisory, Inc., which provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Juan Gomez is a Series 66-licensed financial advisor at Schwab Wealth Advisory with seven years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2018 and previously held a role at Jos. A. Bank Clothiers. 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. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client authorization required for trades and periodic reviews tailored to individual goals and risk tolerance.

Nicole Hawthorne is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and two years of industry experience. Her prior work history includes roles at Charles Schwab & Co., Inc. and Beauty First. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and internal research tools.

Kristiana Martin is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab, she held various roles at Kendra Scott and Crumbl Cookies and spent several years in full-time education. 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 point-in-time wealth management consultations. The firm’s investment guidance relies on internal research tools and asset allocation models, with client authorization required for all trades.

Susan Strelow is a Certified Financial Planner (CFP®) at Schwab Wealth Advisory with 32 years of industry experience. She has been with Charles Schwab and its affiliated entities since 1996, including a decade at Schwab Private Client Investment Advisory, Inc. and one year at Schwab Wealth Advisory. 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 advice is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Connor Messman is a CFP®-certified financial advisor with seven years of industry experience, currently with Schwab Wealth Advisory, Inc. He previously worked at Wells Fargo Advisors Financial Network, Morgan Stanley, and The Vanguard Group. Messman holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm emphasizes asset allocation and investment selection guided by internal research and standard models, executing trades only with client authorization.

Shaun Flegal is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at Morgan Stanley Smith Barney LLC for 10 years and Merrill for two years. 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 follows standardized asset-allocation models with tailored recommendations based on client goals and risk tolerance, offering guidance on a range of investments while requiring client authorization for all trades.

Charles Martin 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, he worked at Focus Capital Partners Private Wealth and has held various roles outside of finance. 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 advice is based on standard asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.