George Morakis is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds the CFP® and CFA® designations. His prior roles include positions at The Vanguard Group, Fisher Investments, and JPMorgan Chase. Outside of his advisory work, Morakis is also an immigration law attorney with Morakis Immigration Law PLLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s proprietary asset-allocation models and research tools to guide investment decisions, focusing on tailored recommendations and client authorization for trades.

Sean Smith is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and previously worked at Charles Schwab & Co., Inc. from 1999 to 2004. He holds Series 63 and Series 66 licenses and is based in Orlando, FL. 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 approach is based on Charles Schwab’s asset-allocation models and internal research, offering recommendations tailored to each client’s goals and risk tolerance, with trades executed only upon client authorization.

Cole Butkovsky is a CFP®-credentialed financial advisor with four years of industry experience, currently with Schwab Wealth Advisory, Inc. in Tysons Corner, VA. His prior roles include positions at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as experience with Stratford Steel LLC and Olympic Regional Development Authority. 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 approach is based on Schwab’s asset-allocation models and research tools, offering at-least-annual reviews tailored to clients’ goals and risk tolerance.

Jake Kraus is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds a Series 66 designation and has prior experience at Wells Fargo and Charles Schwab. Kraus has also been involved in property-related work with Pillar Property Works. 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 Schwab’s standard asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

Dylan Allred is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has previously worked at Northwestern Mutual Wealth Management Company, Fidelity, Navy Federal Financial Group, and The Vanguard Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s approach is based on Schwab’s asset-allocation models and internal research, offering guidance tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Vincent Lachman is a CFA® charterholder based in Orlando, FL, with 12 years of industry experience. He currently works at Schwab Wealth Advisory Inc. and Charles Schwab, joining both firms in 2025. His prior experience includes roles at Merrill Lynch, Bank of America, Morgan Stanley, and J.P. Morgan Securities, among others. Lachman also spent two years involved with Island Flavors, Inc. DBA Golden Krust. 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 referrals. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to each client’s goals and risk tolerance.

James Garrus III is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 2003. Outside of his advisory role, he pursues woodworking projects, creating and selling items such as cutting boards and holiday decor. Schwab Wealth Advisory 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 internal research tools. The firm’s services include tailored recommendations with annual reviews, focusing on a range of investment options, while trades require client authorization.

Tyler Cawthorne is a CFP® professional with eight years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab Bank, Charles Schwab & Co., and other companies. Outside of his advisory role, Tyler is involved in online content production related to sports affiliate marketing and participates in online entertainment streaming and food delivery services. 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 investment guidance is based on Charles Schwab’s proprietary asset-allocation models and internal research, with client authorization required for all trades.

Boris Diaz is a financial advisor at Schwab Wealth Advisory, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. since 2023. Outside of his financial career, Boris is also a music artist and producer known as Bsleezy, composing and distributing music across digital platforms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and selected referrals. The firm’s approach utilizes Charles Schwab’s asset-allocation models and research tools, offering tailored investment recommendations without exercising discretionary trading authority.

Tyler Mehlhorn is a CFP® with 20 years of industry experience, currently with Schwab Wealth Advisory. He has worked at Charles Schwab & Co., Fidelity, and Wells Fargo Investments during his career. Outside of advising, he runs TC Squared, LLC, where he produces and shares project and agricultural videos on YouTube. 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 relies on standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Grace Kelly is a CFP® professional with 10 years of experience in financial advising. She is currently with Schwab Wealth Advisory Inc., having joined in 2025 after seven years at First Oak Wealth Management LLC and prior roles at Morgan Stanley Smith Barney and Charles Schwab. 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 based on standard asset-allocation models and internal research tools. The firm’s approach includes tailored recommendations with at least annual reviews, using third-party or affiliated money managers for separately managed accounts.

Andrea Flores is a CFP® and ChFC® with 19 years of experience in financial services. She is currently with Schwab Wealth Advisory Inc., where she has worked since 2019. Her prior experience includes roles at USAA Investment Management Company, USAA Financial Advisors, Inc., Centaurus Financial, Inc., and Merrill. 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 internal research tools to guide investment selection and wealth management.

De’andrea Johnson is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and Wells Fargo prior to joining Schwab. Outside of her advisory role, she assists with property management for a family-owned real estate business. 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 uses standard asset-allocation models and internal research tools to tailor recommendations according to each client’s goals and risk tolerance.

Eric Swanson is a CFP® with 22 years of industry experience currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has held roles at Schwab Wealth Advisory and Charles Schwab & Co. since 2017 and previously worked at Key Bank, Uber, Lyft, and TIAA-CREF. Outside of his advisory work, he volunteers with Dancing Kids, a nonprofit organization that raises funds through serving food and beverages at events to support children's dance expenses and tuition. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations, with trades executed only upon client authorization.

Bryan Chubinsky is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Schwab Wealth Advisory since 2015. He also serves in the US Army Reserves, a role he has maintained since 1995. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools. The firm offers tailored recommendations without exercising discretionary trading authority, serving clients with a variety of investment options including mutual funds, ETFs, and separately managed accounts.

Barrett Wells is a CFP® practitioner with seven years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has been with Charles Schwab-affiliated firms since 2019, including a prior role at New York Life. 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 guidance is based on Schwab’s asset-allocation models and internal research, with trading conducted upon client authorization.

Luke Gheta is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016, including roles at Schwab Private Client Investment Advisory, Inc. and currently at Schwab Wealth Advisory, Inc. 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 uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with client authorization required for all trades.

Brett Compton is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 2006. Schwab Wealth Advisory serves clients 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 executes trades only with client authorization and typically recommends separately managed accounts managed by third-party or affiliated money managers.

William Jorden is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2017, with prior experience at Oppenheimer, Merrill, and Wells Fargo Clearing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients 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 tailor recommendations based on client goals and risk tolerance.

Jack Kauss is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with Schwab Wealth Advisory since 2020 and has been associated with Charles Schwab & Co., Inc. since 2017. Prior to that, he spent a year at US Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools. The firm emphasizes client authorization for trades and offers tailored recommendations reviewed at least annually.