John Wheldon is a Series 66-licensed financial advisor at Schwab Wealth Advisory with three years of industry experience. Prior to joining Schwab, he worked at Nordstrom for six years and studied at the University of Washington-Seattle. 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 services include asset allocation guidance and investment selection using proprietary research tools, with client-authorized trade execution and at-least-annual portfolio reviews.

Jeffrey May is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN, where he has worked since 2012. He has 15 years of industry experience, including a prior role at Charles Schwab starting in 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations with at-least-annual reviews while trades require client authorization.

Gabriel Gurau is a CFP® professional with eight years of experience in the financial services industry. He currently works at Schwab Wealth Advisory, where he has been employed since 2022. His prior experience includes roles at Robinhood Financial, USAA Investment Services Company, Charles Schwab Bank, and Bank of America. 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 advice is based on Charles Schwab’s asset-allocation models and internal research, with an emphasis on client goals and risk tolerance.

Laura Luckey is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Charles Schwab in various capacities since 1999 and specifically with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily to clients enrolled in its SWA program and certain Schwab-referred clients. The firm uses Charles Schwab’s proprietary asset-allocation models and research tools to guide investment decisions, emphasizing personalized recommendations and annual reviews.

Andrew Larison is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with 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, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment selection and asset allocation, with client authorization required for trades.

Beni Benavidez is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Schwab Wealth Advisory since 2019 and has prior experience at Charles Schwab & Co., Inc. and Merrill Lynch Bank of America. Outside of advising, he serves as a statutory agent and occasional weekend helper for a family-operated bakery business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to tailor recommendations to client goals and risk tolerance, while trades require client authorization.

Harold Lico is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Edward Jones Investments. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset allocation models and internal research tools.

Matthew Sutton is a CFP® professional with eight years of experience in the financial industry. He is currently with Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab & Co., Robinhood Markets, and Vanguard Group. Before entering the financial sector, he spent over a decade in hospitality and other industries. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations, while maintaining a structure that involves client authorization for trades and affiliation with registered futures and forex entities.

Lauren Boyce is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has previously worked at Vanguard, BNY Mellon, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using proprietary asset-allocation models and internal research tools. The firm offers tailored recommendations with client authorization required for trades, focusing on a range of investment options including mutual funds, ETFs, and alternative investments.

Panagiotis Andrianakos is a CFP® certificant with eight years of industry experience currently advising at Schwab Wealth Advisory. He previously worked at TIAA-CREF for eight years and was involved with Highlands Wine Seller for four years. 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, using Schwab’s internal asset allocation models and research tools. The firm delivers tailored recommendations through point-in-time consultations without exercising discretionary trading authority.

Ty Tabile is a CFP® and holds a Series 66 designation with four years of industry experience. He currently works at Schwab Wealth Advisory, having previously been employed at The Vanguard Group and Northwestern Mutual. Outside his financial career, he was involved with Tabile LLC, "Cups and Cakes," from 2017 to 2019. Schwab Wealth Advisory, Inc. 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 focuses on guidance around asset allocation and investment selection using proprietary models and conducts at-least-annual reviews tailored to client goals and risk tolerance.

Scott Look is a CFP® professional at Schwab Wealth Advisory with 10 years of industry experience. He has been with Charles Schwab since 2016 and joined Schwab Wealth Advisory Inc. in 2021. Based in Orlando, FL, he holds the Series 66 license in addition to his CFP® designation. 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–referred clients. The firm uses standard asset-allocation models and internal research tools, offering tailored recommendations while requiring client authorization for trades.

Cody Meyer is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2019. Prior to his current role, Cody was involved with Flo Beverages and The Craft Bar, indicating experience outside the financial sector. 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 uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Kyle Bosworth is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab and Compass Group USA, as well as previous positions related to collegiate athletics and biology departments at UTRGV. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Gabriel Allsop is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Westlake, TX, having one year of experience with both Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Prior to joining Schwab, he worked at Freedom Credit Union and Amazon, and has a background that includes several years in full-time education. 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 Schwab & Co.-referred clients. The firm’s recommendations are based on Charles Schwab & Co.’s asset allocation models and internal research tools, with trades executed only upon client authorization.

Andrew Feeney is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. Prior to joining Schwab, he worked at Equitable Advisors and operated a power washing business. 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 Schwab’s asset-allocation models and internal research tools.

Samir Bushra is a CFP® professional with six years of experience currently working at Schwab Wealth Advisory, Inc. He has held roles at several firms including Wells Fargo and Felton & Peel Wealth Management. His prior experience also includes work with No B.S. Advising, LLC. 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 internal research, offering tailored recommendations without exercising discretionary trading authority.

Marc Andersen is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, working at Charles Schwab & Co., Inc. since 2000. 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-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored annually to clients’ goals and risk tolerance.

Marc Srncik is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including lengthy tenure at Charles Schwab and Charles Schwab Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach uses standardized asset allocation models and internal research tools to guide investment selection, with client authorization required for all trades.

Bruce Reynolds is a CFP® professional with 23 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and USAA Financial Advisors, Inc. Outside of his advisory role, he is a silent partner in a trucking and transportation business and assists with a home improvement venture. 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 guidance is based on asset-allocation models and internal research tools, with trades executed only upon client authorization.