Jeremy Jones is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 1998 and has worked at Schwab Wealth Advisory since 2012. Based in Orlando, FL, Jones primarily serves clients within Schwab's advisory programs. 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 focuses on asset allocation and investment selection using proprietary models and internal research, with trades executed only upon client authorization.

Lisanne Beard is a CFP®-certified financial advisor with 16 years of industry experience. She currently works at Schwab Wealth Advisory Inc. and has held various roles within Charles Schwab and its affiliates since 2016. Her prior experience includes positions at UBS Financial Services and LPL Financial. 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 wealth management consultations. The firm’s approach is guided by standard asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

William Bibbs is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and the YMCA Retirement Fund. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standardized asset-allocation models and internal research tools, with investment selections requiring client authorization and regular reviews tailored to individual goals and risk tolerance.

Timothy Bellora is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2000 and has held roles at Charles Schwab Bank, SSB. 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 proprietary asset-allocation models and internal research, with trades executed only upon client authorization.

Husam Boraby is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, using standardized asset-allocation models and research tools, with trades executed only upon client authorization.

Joshua Jordan is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and having four years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and previously held roles at Harbor Freight Tools and Grand Prairie ISD. Schwab Wealth Advisory, Inc. provides 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 non-discretionary advice is based on Charles Schwab’s asset-allocation models and research tools, with an emphasis on client authorization for trades and tailored recommendations aligned with individual goals and risk tolerance.

Parker Brandenburg is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Indianapolis, IN. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Circle Financial Planning. 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. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with customized recommendations aligned to clients' goals and risk tolerance.

Corey Garnier is a CFP® with 10 years of industry experience, currently affiliated with Schwab Wealth Advisory Inc. He has previously worked at Fidelity Investments, The Vanguard Group, Inc., and Creative Financial Group. Garnier holds a Series 66 license and is based in Radnor, PA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients. The firm employs Schwab’s asset-allocation models and research tools to guide investment selections, operating without discretionary trading authority and typically recommending separately managed accounts.

Leah Harper is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. She has previously worked with Charles Schwab & Co., Inc. and Ivie and Associates. Outside of her advisory role, Harper engages in freelance writing on topics including art, design, art history, spirituality, and wine and food pairings. 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 utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Randall Lucke is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 66 designation and previously worked at American Airlines for 20 years before joining Charles Schwab in 2021. Outside of his advisory role, he manages three duplex rental properties. 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’s advice is guided by proprietary asset-allocation models and research tools, and does not include discretionary trading authority.

Bradley Herx is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Charles Schwab since 1999 and has served at Schwab Wealth Advisory since 2012. 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 uses Charles Schwab's asset-allocation models and internal research tools to deliver investment guidance tailored to client goals and risk tolerance, with trades executed only upon client authorization.

Miguel Molina is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018, including his current role at Schwab Wealth Advisory beginning in 2024. Prior to joining Schwab, he spent time at Veyo Arizona and Total Transit. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance focuses on asset allocation and investment selection based on Schwab’s proprietary models and research, with recommendations tailored to clients’ goals and risk tolerance.

Wajima Rasoul is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Charles Schwab & Co., M Holdings Securities, Lion Street Financial, PURSHE KAPLAN STERLING INVESTMENTS, Crescent Wealth Advisory, Ameriprise Financial Services, and Goldman Sachs Wealth 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 advice is based on Schwab’s asset-allocation models and internal research tools, with client-tailored recommendations and execution occurring only with client authorization.

Patrick Doporto is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co. since 2016. Outside of his advisory work, he has performed independent contractor tasks for virtual platforms such as Amazon Mechanical Turk and Appen. 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-referred clients. The firm’s investment guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations with trades executed only upon client authorization.

Victor Benavides is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2019, with prior experience at PCS | Aspire and T. Rowe Price. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations reviewed at least annually.

Aria Hattiangadi is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. Prior to joining Schwab, she held roles at Fidelity Investments and was self-employed for three years. Outside of advisory work, she is involved in product development and general management as owner of Arcis. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, focusing on asset allocation and investment selection through a model-driven, client-authorized process.

Christopher Sanchez is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., having joined in 2025. Prior to this, he worked at USAA Investment Services Company and USAA Life Insurance Company, among other roles. Outside of his advisory work, he serves as Vice President of the Habana Gardens Homeowners Association, overseeing maintenance for a townhouse community. 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 tailor recommendations based on clients’ goals and risk tolerance, with accounts managed through third-party or affiliated money managers.

Hestin Hurst is a CFP® professional with nine years of industry experience, currently with Schwab Wealth Advisory, Inc. He has previously worked at TD Ameritrade Inc., Charles Schwab & Co., and BBVA Compass. Outside of his advisory role, he is involved with Brothers in FireArms, LLC, overseeing sales and distribution, and manages financial and operational responsibilities for the LL & Rockin' AH Ranch Trust. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm offers guidance on asset allocation and investment selection using Schwab’s proprietary models and research tools, with a focus on client goals and risk tolerance in an oversight framework that does not include discretionary trading authority.

Jacob Warner is a CFP® professional with 18 years of industry experience. He has worked with Charles Schwab since 2007 and has been with Schwab Wealth Advisory Inc. since 2014. Based in Indianapolis, IN, he holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset allocation models and internal research tools, offering personalized recommendations without exercising discretionary trading authority.

Jeremiah Hanlon is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and three years of industry experience. He has worked at Charles Schwab since 2022 and previously spent seven years at AT&T. 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 standard asset-allocation models and internal research tools, with a focus on personalized recommendations and client authorization for trades.