Scott Chuchla is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has a longer tenure with Charles Schwab & Co., Inc. dating back to 2017. Earlier in his career, he was affiliated with St. Teresa of Avila Catholic Student Center. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm delivers advice using Charles Schwab’s asset allocation models and research tools, with investment decisions made by clients and accounts reviewed annually.

John Paul Szabo is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked since 2026, following prior roles at UBS Financial Services and Morgan Stanley Smith Barney LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, using Schwab’s asset allocation models and research tools. The firm focuses on wealth management education and investment recommendations while leaving trading decisions to clients.

Meshia Greer is a CFP® professional with seven years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has held roles within various Charles Schwab entities since 2018 and has prior experience at the FDIC and Prairie View A&M University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment recommendations but does not exercise discretionary trading authority, with discretionary management generally handled by affiliated or third-party money managers.

Benjamin Wooley is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has 12 years of industry experience, having worked at Charles Schwab since 2012 and joining Schwab Wealth Advisory in 2025. 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. The firm operates as an internal advisory unit within the Schwab ecosystem and emphasizes client-directed trading decisions supported by Schwab’s asset allocation models and research tools.

Erwin Cajamarca is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He holds a Series 63 designation and has been with Charles Schwab and its affiliates since 1996, including 14 years at Schwab Wealth Advisory. 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 and investment recommendations across a range of asset types. 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.

Mikel Hartman is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 63 and Series 66 registrations and having 13 years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2013 and 2015, respectively. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within Charles Schwab, focusing on individualized wealth management without discretionary trading authority.

Benjamin Fernandez is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Chicago, IL. His prior roles include positions at Charles Schwab, Cambridge Investment Research Inc., Gugliuzza Law, P.C., and BMO. 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, 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, distinguishing its approach from many enterprise wealth managers.

Madison O'Connor is a Series 66-licensed advisor with Schwab Wealth Advisory and has one year of industry experience. Prior to joining Schwab, Madison held roles in various sectors including biology research at Purdue University and retail positions at Abercrombie and Hobby Lobby. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Charles Schwab’s asset allocation models and research tools.

Dominic Marco is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory. He has three years of industry experience and previously held roles at Charles Schwab, Vivint Smart Home, Focused Strategies Inc., and Publix Supermarkets. 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 standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Kelly Arakaki is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2014, totaling 12 years at both firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and diversified investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending allocations but clients retaining final trading decisions.

Ryan Stango is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience and holds a Series 66 designation. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for nine years and AXA Advisors, LLC for seven years. Outside of his advisory role, he is an active video game streamer on Twitch Interactive, where he engages with an audience. 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 delivers advice using standard asset allocation models and Schwab research tools, without discretionary trading authority.

Mark Silverstein is a CFP® professional with Series 66 registration, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has a year of experience at Schwab Wealth Advisory and Charles Schwab & Co., Inc., along with prior experience at Charles Schwab Bank and entrepreneurial ventures including founding Wheelie Pop Brewing and operating Twiddle Games, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, planning discussions, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Kristin Hayes is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2011, including roles at Charles Schwab Bank and TD Ameritrade. Outside of her advisory work, she is the owner of an LLC created for real estate holdings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem using standardized asset allocation models while leaving final trading decisions to clients.

Ming Cheung is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at firms including TD Ameritrade, Charles Schwab, Janney Montgomery Scott, Bank of America, and Merrill. 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, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, with final trading decisions made by clients.

Reece Beckman is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His prior roles include positions at Charles Schwab, Westpoint Financial Group, German American Investment Services, and German American Bank. He spent ten years in full-time education before entering the financial industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools, with final trading decisions made by clients.

Felix Cheng is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has an extensive tenure at Charles Schwab dating back to 1997. Outside of his advisory role, Cheng is involved in several real estate ventures, including partnerships in commercial and residential property holdings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice without exercising discretionary trading authority over client accounts.

Kingsley Calvo Jordan is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and five years of industry experience. His prior experience includes roles at RW Baird and Thrivent Financial. Outside the financial industry, he spent five years involved with Margron Skoglund Wine. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Rakesh Patel is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Schwab Wealth Advisory since 2021, with prior experience at Charles Schwab and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm delivers advice using standard asset allocation models and Schwab research tools, conducting annual reviews without discretionary trading authority.

Matthew Beam is a financial advisor with Schwab Wealth Advisory in Orlando, FL. He holds the CFP®, CFA®, and Series 66 designations and has five years of industry experience. Prior to joining Schwab Private Client Investment Advisory, Inc. and Charles Schwab Bank, SSB in 2021, he worked at Finemark National Bank & Trust for eight years. 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. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and research tools, with SWAI Associates recommending investments while leaving final trading decisions to clients.

Tracey Lehmer is a CFP® with 28 years of industry experience, currently serving at Schwab Wealth Advisory since 2012 and affiliated with Charles Schwab & Co., Inc. since 1997. She holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.