Ronald Abramson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 designations and has 29 years of industry experience, including over a decade at Schwab Wealth Advisory and a continuous tenure at Charles Schwab since 1997. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients participating in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Toavina Ranaivoarijaona is a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2023, Toavina worked at Equitable Advisors and Charles Schwab Bank SSB. Outside of advising, Toavina is a cofounder and Chief of Staff of Malagasy In USA, a nonprofit charitable organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and models.

Grant Gottdiner is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at Fidelity Investments, Bank of America, Merrill Lynch, and Charles Schwab & Co. Outside of finance, he has worked with the University of Kentucky Johnson Center and has experience with the Pi Beta Phi Sorority. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, planning discussions, and investment recommendations using standard asset allocation models and Schwab research tools.

Scott Fellows is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 2007. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across a range of securities. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools while clients retain final trading decisions.

Katherine Thomas is a CFP® with nine years of industry experience and is currently with Schwab Wealth Advisory, Inc. She previously worked at LPL Financial, LLC for 13 years and has experience with Charles Schwab & Co., Inc. and the CIEP Clinic at Sturm College of Law. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm serves clients with financial reviews and investment recommendations but does not exercise discretionary trading authority, distinguishing its approach from many other enterprise wealth managers.

Brandon Sarlls is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2011. He joined Schwab Wealth Advisory in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools while leaving final trading decisions to clients, and it operates as an internal advisory unit within the Schwab ecosystem.

John Blest is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in St. Louis, MO. He has held roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Cognosante, and Best Buy. Outside of advising, he is involved in construction-related labor through General Contracting Services Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations guided by Schwab’s proprietary research tools and asset allocation models.

Nicholas Scherer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Charles Schwab and Capital Strategies Investment Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Charles Schwab's standard asset allocation models and research tools while leaving final trading decisions to clients.

Paul Bromelkamp is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Fidelity Investments and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations while clients retain final trading decisions.

John Wheldon is a financial advisor at Schwab Wealth Advisory, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Schwab, he worked at Nordstrom and the University of Washington-Seattle. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations using Schwab’s standard asset allocation models and research tools, with final trading decisions made by clients.

Jeffrey May is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has been with Schwab Wealth Advisory since 2012. Prior to that, he worked at Charles Schwab starting in 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, leaving final trading decisions to clients while conducting regular account reviews.

Gabriel Gurau is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 credentials with eight years of industry experience. He has previously worked at Charles Schwab, Robinhood Financial, USAA Investment Services, and Bank of America. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Laura Luckey is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. She has 35 years of industry experience and has worked with Charles Schwab since 1999, including 14 years at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm serves individual investors through annual reviews and investment recommendations without exercising discretionary trading authority.

Andrew Larison is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 designations and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016 and with Schwab Private Client Investment Advisory since 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, 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 does not charge clients directly for advisory services.

Beni Benavidez 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 Schwab Wealth Advisory since 2019, following a two-year tenure at Merrill Lynch Bank of America. Outside of his advisory role, he is a partner and statutory agent at Han Pan Bakery L.L.C., a food and beverage production business operated by his wife. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab & Co. and does not manage client accounts on a discretionary basis.

Harold Lico is a financial advisor with Schwab Wealth Advisory in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at TD Ameritrade, Charles Schwab, and Edward Jones Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations delivered through Schwab’s proprietary asset allocation models and research tools.

Matthew Sutton is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Vanguard Group and Robinhood Markets, along with earlier experience in the hospitality and solar industries. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers investment recommendations using Schwab’s asset allocation models and research tools, conducting annual account reviews without exercising discretionary trading authority.

Lauren Boyce is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has previously worked at BNY Mellon and Vanguard. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to deliver investment recommendations while leaving final trading decisions to clients.

Panagiotis Andrianakos is a CFP®-certified financial advisor with eight years of industry experience. He has worked at TIAA-CREF from 2017 to 2025 before joining Schwab Wealth Advisory Inc. and Charles Schwab in 2025. Prior to his financial services career, he operated Highlands Wine Seller for four years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standardized asset allocation models and Schwab research tools, with associates recommending investment strategies while clients retain final trading decisions.

Ty Tabile is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with four years of industry experience. His prior roles include positions at The Vanguard Group, Northwestern Mutual, and Bank of America. Outside of financial services, he was involved with Tabile LLC, a business named "Cups and Cakes." Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools, with final trading decisions made by clients.