Austin Brunner is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Charles Schwab in various capacities since 2017 and has previous work experience in education. Outside of finance, he manages a music enterprise involving selling music, playing shows, and merchandising. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Grace Guenther is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ. She holds a Series 66 designation and has been in the industry since 2026. Her prior work experience includes roles at Charles Schwab & Co., Inc. and non-financial positions at companies such as Hangar Club and Kate Spade New York. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s approach involves asset allocation guidance based on Schwab’s internal research tools and standard models, with client authorization required for all trades.

Sayre Ariishi is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and six years of industry experience. Prior to joining Schwab Wealth Advisory, Ariishi worked with TD Ameritrade Investment Management, Charles Schwab Bank, and Charles Schwab & Co. His background also includes employment at United Parcel Service and roles at Indiana University. 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. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Kyle Dofelmier is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2009, as well as Merrill prior to that. 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. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Izabel Angelova is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and offering 12 years of industry experience. She previously worked at firms including Fidelity Brokerage Services, Ameriprise Financial Services, HUB International, and Kestra Financial. 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. The firm’s approach includes guidance on asset allocation and investment selection based on Charles Schwab & Co.’s proprietary models and research tools.

James Kunkel is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and related entities since 2000, including Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Based in Indianapolis, IN, he has been with Schwab Wealth Advisory since 2022. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Douglas Askins is a CFP® professional at Schwab Wealth Advisory with 11 years of industry experience. He has held positions at Charles Schwab, Charles Schwab Bank, and USAA investment and financial planning services prior to joining Schwab Wealth Advisory. 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 approach is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Fayann Han is a Series 66-registered financial advisor with Schwab Wealth Advisory, Inc., based in San Francisco, CA. She has four years of industry experience, including roles at Charles Schwab and Charles Schwab Bank. Han’s background also includes time at the University of California, Davis, and experience with the Integrated Attention Lab. 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 reviewed at least annually.

Dennis Shea is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He joined the firm in 2026 and has prior experience in education and mortgage services. Outside of finance, he was involved with Shea D Boys Stable from 2021 to 2025. Schwab Wealth Advisory serves clients enrolled in its program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Luke Bumanglag is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2015 and currently serves clients at Schwab Wealth Advisory Inc. in Lone Tree, CO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s services focus on asset allocation and investment selection using internally developed models and research, with trades executed only upon client authorization.

Michael Storm is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and previously held roles at Charles Schwab Bank, SSB and Robert Half International. He is based in Richfield, Ohio. 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. The firm’s investment approach leverages Charles Schwab & Co.’s asset allocation models and internal research, offering tailored recommendations reviewed at least annually.

Robert Howell is a CFP® certified financial advisor with six years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having previously worked at Morgan Stanley and Merrill Lynch. 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 guided by Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Dukehart Mac Millan is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. He has been with Charles Schwab & Co., Inc. since 2022 and joined Schwab Wealth Advisory in 2026. Outside of his advisory role, he has worked as a delivery driver for DoorDash since 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with tailored recommendations reviewed at least annually.

Kaitlyn Kirchhoff is a Series 66 credentialed financial advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab Wealth Advisory, she held roles at Charles Schwab and has experience in education and community involvement, including work with B'Nai Preschool and The Common Good. 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 proprietary asset allocation models and internal research tools.

Jared Bishop is a financial advisor with Schwab Wealth Advisory, holding a Series 65 designation and one year of industry experience. His prior experience includes roles in law firms such as Rubin and Rudman LLP, Schlossberg LLC, and Bowditch and Dewey LLP. 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 Charles Schwab & Co.’s asset-allocation models and internal research tools, with individualized reviews and recommendations aligned with client goals and risk tolerance.

Brian Turbeville is a CFP® with six years of industry experience, currently advising at Schwab Wealth Advisory. His prior roles include positions at TD Ameritrade Investment Management, Charles Schwab & Co., Edward Jones, and Capital One Bank. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools.

Pavan Patel is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Bank of New York Mellon, and J&I Marketing Concepts, as well as several years in full-time education. 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’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to each client’s goals and risk tolerance.

Abigail Read is a financial advisor at Schwab Wealth Advisory with 24 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab since 2003, with additional experience at Ameriprise and as a self-employed advisor. Abigail is based in Phoenix, AZ. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with a focus on client goals and risk tolerance.

Michael Mayne is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and three years of industry experience. His prior roles include positions at Neuberger Berman and Freddie Mac. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning that incorporates Schwab’s asset allocation models and research tools.

Amy Obert is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Charles Schwab in various capacities since 2000, including roles at Schwab Wealth Advisory Inc and Charles Schwab Bank, SSB. Outside of her advisory career, she is the owner of Matt and Amy Obert LLC, a rental property business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and selected referred clients. The firm’s recommendations are based on Charles Schwab & Co.’s asset-allocation models and internal research, with client authorization required for trades and a focus on annually tailored investment guidance.