Paul Stovall is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2013 and joined Schwab Wealth Advisory in 2021. Based in Orlando, FL, his work focuses on client investment guidance within the Schwab platform. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s proprietary research and asset allocation models to assist clients, with final investment decisions made by clients themselves.

Rodney Hazelton Jr. is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Charles Schwab, Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. He is based in Omaha, NE. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.

Robert Frost is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients for its services.

Brad Bradley is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2019 in various capacities within the Schwab organization. Outside of his advisory role, he is a part owner of AVBB Inc. and AVBB LLC, both personal services businesses. 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 asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., focusing on client-directed investment decisions without discretionary trading authority.

Jason Williams is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 designations and has 26 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Schwab Wealth Advisory Inc. since 2012. 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 and planning discussions, and investment recommendations across various asset classes. The firm utilizes Schwab’s asset allocation models and research tools to support its advice, with final trading decisions made by clients and no discretionary trading authority exercised by the advisory team.

Matthew Durrant is a CFP® professional with eight years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2022. His prior experience includes roles at Bank of America, Merrill, Cowen Inc., and the University of Central Florida Career Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations without exercising discretionary trading authority.

Bryan Alzate is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with Schwab Wealth Advisory in Jersey City, NJ. His prior work includes roles at Bank of America, Merrill, Santander Bank, National Securities Corp, and Edward Jones. He holds a Series 66 license. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, serving clients through annual financial reviews and investment recommendations based on Schwab’s standard asset allocation models and research tools. The firm does not exercise discretionary trading authority and operates under a cost-and-expense plus arrangement through Charles Schwab & Co., Inc.

James Wright is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 1999 and has been with Schwab Wealth Advisory Inc. since 2012. Wright holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm operates within the Charles Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Gregory Anderson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory and Charles Schwab since 2013. 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 asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client education and annual account reviews without discretionary trading authority.

Craig Miller is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and has served at Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Patrick Whitley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Charles Schwab since 1995 and with Schwab Wealth Advisory since 2012. Based in Indianapolis, IN, he provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program. Schwab Wealth Advisory, Inc. offers investment recommendations and financial planning services to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Schwab and does not charge clients directly, with discretionary management typically handled by affiliated or third-party money managers.

Jonathon Mahilo is a financial advisor with Schwab Wealth Advisory in Richfield, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab and its affiliated Schwab Wealth Advisory unit since 2014. Outside of his advisory role, he is a co-founder of Pocket Eight LLC, a graphic design services business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Ryan Markoe is a financial advisor at Schwab Wealth Advisory, Inc. in New York, NY, with a CFA® designation and Series 66 license. He has four years of industry experience, including prior roles at Citigroup and SS&C Technologies. 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 using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem, delivering advice without discretionary trading authority and primarily serving individual investors rather than institutional clients.

Patrick Smith is a financial advisor with Schwab Wealth Advisory, holding Series 65 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Charles Schwab, TradeStation Group, and TD Ameritrade. 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 research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Kent Miiller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His prior experience includes roles at Castle Wealth Advisors, Money Concepts Capital Corp., and United Capital. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s proprietary research tools and asset allocation models. The firm operates within the Schwab ecosystem and focuses on a non-discretionary advisory model, distinguishing itself from many enterprise wealth managers.

Bruce Gruenberg is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and has been affiliated with Charles Schwab since 1999. 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 a range of asset classes. The firm uses standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Andrew Summers is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and its affiliated advisory businesses since 2005. Outside of his advisory role, Summers serves as a member of the Finance Committee at St. Luke's United Methodist Church in Indianapolis, where he reviews financial statements and advises on budgeting and financial policies. 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 using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority itself.

Gerardo Calderon is a CFP® professional with 10 years of industry experience, currently serving at Schwab Wealth Advisory since 2024. He previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Calderon is a board member of Junior Achievement of the Chisholm Trail, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, focusing on client-directed investment decisions through standard asset allocation models and Schwab research tools, with annual reviews and recommendations across multiple investment types.

Lauren Griggs 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 U.S. Bancorp Investments, Ameriprise Financial Services, and Woodbury Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

Song Yi is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. Prior to this, Song worked at USAA Financial Advisors, Inc. for seven years. Based in Lakewood, WA, Song holds the Series 66 credential in addition to the CFP® designation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, utilizing proprietary research tools and model portfolios while leaving final investment decisions to clients.