Dukehart Mac Millan is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 designations and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and has previously worked at Charles Schwab & Co., Inc. since 2022. Outside of his advisory role, he has worked as a delivery driver for DoorDash since 2021. 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, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with clients retaining final decision-making authority.

Kaitlyn Kirchhoff is a financial advisor with Schwab Wealth Advisory and holds a Series 66 credential. She has been with Charles Schwab and Schwab Wealth Advisory since 2025. Prior to her advisory role, her background includes work in education and community organizations such as B'Nai Preschool and The Common Good. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge fees to clients.

Jared Bishop is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and one year of industry experience. He previously worked at Rubin and Rudman LLP, Schlossberg LLC, and Bowditch and Dewey LLP. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. Its advisors recommend investments but leave final trading decisions to clients, conducting at least annual account reviews without discretionary trading authority.

Abigail Read is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding a Series 66 designation and 23 years of industry experience. She has been with Schwab Wealth Advisory since 2014 and has a broader tenure with Charles Schwab dating back to 2013. Prior to that, she was self-employed for 13 years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and research tools without exercising discretionary trading authority.

Michael Mayne is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Neuberger Berman and Freddie Mac before joining Schwab Wealth Advisory and Charles Schwab in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many other enterprise wealth managers.

Amy Obert is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at Charles Schwab and affiliated firms since 2000 and is also owner of Matt and Amy Obert LLC, a separate non-investment-related business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools.

Kevin Trisler is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Schwab Wealth Advisory and has held various roles within Charles Schwab-affiliated firms since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, focusing on 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 & Co., Inc., with a unique operational structure that distinguishes it from many other enterprise wealth managers.

Sean Campbell is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory since 2022. His prior roles include positions at Charles Schwab, Versant Capital Management, and Schwab Private Client Investment Advisory. Schwab Wealth Advisory, Inc. offers non‑discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to support investment recommendations while allowing clients to retain final trading decisions.

Shane Montejano is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Schwab Wealth Advisory and has prior experience with Charles Schwab, Charles Schwab Bank, Bank of the West, BancWest Investment Services, and Scottrade Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations, relying on Schwab's asset allocation models and research tools while leaving final trading decisions to clients.

Emily Dirgo is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes nine years at Charles Schwab Bank, SSB, in addition to her ongoing role at Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s standard asset allocation models and research tools to offer investment recommendations and conducts annual account reviews without exercising discretionary trading authority.

Olivia Dudley is a financial advisor at Schwab Wealth Advisory, holding a Series 66 designation with four years of industry experience. She has worked at various Charles Schwab entities since 2021 and has prior experience in senior living and club management roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice without discretionary trading authority and serving primarily individual clients.

Matthew Langmack is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Schwab Wealth Advisory Inc., where he has worked since 2021. Prior to this, he held positions at Ameriprise Financial Services, One2One Wealth Strategies, and The Boeing Company. Langmack also worked in student and family programs at Arizona State University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Michael Cotter is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Schwab Wealth Advisory and Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm delivers investment recommendations while leaving final trading decisions to clients and conducts annual account reviews without discretionary trading authority.

Patrick Ketchoyian is a CFP® with 10 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, where he has worked since 2020. His prior experience includes roles at Annexus Securities, Edward Jones, and US Trust. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations across various asset classes, while clients retain final trading decisions.

Aengus Dubendorf is a Series 66-licensed financial advisor at Schwab Wealth Advisory with two years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc., he worked at Wells Fargo Clearing for four years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations across a range of asset classes while leaving final trading decisions to clients.

Jigisha Bengali is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience and holds a Series 66 designation. She has worked at Charles Schwab, Charles Schwab Bank, Bank of America, and Merrill. Outside of her advisory role, she has passive involvement in rental property management inherited and shared within her family. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Charles Schwab’s asset allocation models and research tools.

Michael Brennan is a financial advisor with Schwab Wealth Advisory, holding Series 65, 63, and 66 licenses and bringing 16 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice supported by proprietary research tools and standard asset allocation models, with clients retaining final trading decisions.

Bao Vo is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Westlake, TX. His prior roles include positions at Charles Schwab & Co., Inc., TD Ameritrade, and experience running a small business. 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 delivers annual financial reviews and investment recommendations but does not exercise discretionary trading authority.

Benjamin Mc Nett is a CFP® professional with 15 years of experience in financial advising, currently with Schwab Wealth Advisory. His prior experience includes roles at Merrill, Bank of America, Wells Fargo, and Equitable Advisors. He holds Series 63 and Series 65 licenses and is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients comprehensive 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, focusing on personalized advice without discretionary trading authority.

Lisa Sveland is a financial advisor with Schwab Wealth Advisory, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Nordstrom. 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, retirement planning, and investment recommendations across a range of securities. The firm operates within the Schwab ecosystem and uses standard asset allocation models and research tools, with final trading decisions made by clients.