Daniela Sierra Castaneda is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and Charles Schwab & Co. Her background also includes roles outside finance, such as at The Diplomat Beach Resort and D'angelo Pizza. 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 investment approach is based on standard asset-allocation models and internal research tools, with client authorization required for trades and recommendations tailored to individual goals and risk tolerance.

Sean Mc Bride is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory since 2016. He holds Series 63 and Series 66 licenses and operates out of Lone Tree, Colorado. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes standard asset-allocation models and internal research tools to deliver tailored recommendations based on clients’ goals and risk tolerance.

Christopher Burke is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab since 2019 and prior experience with Campus Crusade For Christ. 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, using Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment decisions. The firm emphasizes client authorization for trades and typically recommends separately managed accounts managed by third-party or affiliated managers.

James Baurichter is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Schwab Wealth Advisory since 2012 and previously at Fidelity from 2005 to 2010. 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 uses proprietary asset-allocation models and internal research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Kristin Mann is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab & Co., Inc. since 2010. Schwab Wealth Advisory, Inc. provides non-discretionary 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 advice is based on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Robert Willison is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, Parkland Securities, and SPC. 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 based on standard asset-allocation models and internal research tools. The firm provides tailored recommendations while executing trades only with client authorization.

Trent Walters is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1992, including 14 years specifically with Schwab Wealth Advisory. 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 employs Charles Schwab’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance, with trades executed only upon client authorization.

Ethan Rivas is a CFP® and holds a Series 66 license, with nine years of industry experience. He is currently with Schwab Wealth Advisory and has prior experience at Charles Schwab & Co., Bank of America, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is guided by internal asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance, though it does not exercise discretionary trading authority.

Nicole Hargrove is a financial advisor at Schwab Wealth Advisory Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, BOK Financial Securities, Ameriprise, and Scottrade. 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 guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Anabel Dimas is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at Fidelity Investments and Fidelity Brokerage Services before joining Charles Schwab, where she has been employed since 2020. 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 to tailor recommendations based on clients’ goals and risk tolerance.

Clifford Woodard is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Charles Schwab and Schwab Wealth Advisory Inc. since 2016. He is based in Orlando, FL. 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 research tools to guide investment selection, while clients maintain trading authorization.

Edward Loughry is a CFP® professional with 25 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has worked with Charles Schwab & Co., Inc. since 2012 and has also operated a personal business providing guitar lessons and performing locally since 2012. Prior to his current role, he held positions at New England Securities 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 and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using proprietary research tools and standard asset-allocation models, with client authorization required for trades.

Patrick Gilchrist is a financial advisor with Schwab Wealth Advisory who holds the Series 63 and Series 66 designations and has 19 years of industry experience. He has worked at Charles Schwab since 2006, including ten years with Charles Schwab Bank prior to joining Schwab Wealth Advisory in 2025. 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 recommendations are based on Charles Schwab’s asset-allocation models and internal research tools, with at-least-annual reviews tailored to each client’s goals and risk tolerance.

Brody Carroll is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc. and Acute Wealth Advisors, among other roles. He took a two-year period of extended travel before beginning his career in financial services. 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.

Lincoln Straub is a financial advisor at Schwab Wealth Advisory with Series 66 registration and one year of industry experience. Prior to joining Schwab Wealth Advisory, he held positions at Charles Schwab & Co., Inc. and Indiana Members Credit Union. 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’s advice is based on internal asset-allocation models and research tools, with a focus on client goals and risk tolerance, while trades are executed only with client authorization.

Michael Roberts is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. His prior work includes roles at Charles Schwab bank and Cetera Investment Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Harris Rubin is a CFP® and holds the Series 66 designation, with 14 years of experience in the financial industry. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., where he has worked since 2018. His prior experience includes roles at SunTrust Advisory Services, Wells Fargo Clearing, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm focuses on tailored recommendations with at-least-annual reviews, executing trades only with client authorization.

Steven Fox is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 2000. 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 advice is based on proprietary asset-allocation models and research tools, with an emphasis on client-specific goals and risk tolerance.

Franklin Portillo is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

David York is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His career includes roles at Charles Schwab since 2009 and USAA financial services from 2006 to 2009. Outside of advisory work, he is involved in a real estate business in Phoenix, Arizona. Schwab Wealth Advisory 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 uses asset-allocation models and internal research tools to offer tailored recommendations, primarily utilizing mutual funds, ETFs, and separately managed accounts, while executing trades only with client authorization.