Kevin Trisler is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory since 2025. His career includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc., where he has worked for over 20 years. 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 Charles Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without discretionary trading authority.

Sean Campbell is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Schwab Wealth Advisory in Phoenix, AZ, where he has worked since 2022. His prior experience includes roles at Versant Capital Management and Schwab Private Client Investment Advisors. 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 point-in-time wealth management consultations based on Charles Schwab’s asset-allocation models and research tools.

Shane Montejano is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Bank of the West, and BancWest Investment Services. 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 advice is based on standard asset-allocation models and internal research tools, with an emphasis on client authorization for trades and tailored recommendations aligned with client goals and risk tolerance.

Emily Dirgo is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with Charles Schwab since 2015, including nine years at Charles Schwab Bank and one year at Schwab Wealth Advisory. 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 guidance centers on asset allocation and investment selection, using Charles Schwab & Co.’s proprietary models and research tools, with an emphasis on tailored recommendations based on client goals and risk tolerance.

Olivia Dudley is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. Her career includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Brookedale Senior Living. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily 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, offering tailored recommendations without exercising discretionary trading authority.

Matthew Langmack is a CFP®-certified financial advisor with six years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab, where he has worked since 2021. His prior experience includes roles at Ameriprise Financial Services and The Boeing Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to deliver tailored recommendations, with trades executed only upon client authorization.

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 been with Schwab Wealth Advisory and Charles Schwab since 2015, following eight years at Kestra Investment Services, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using Schwab’s asset-allocation models and internal research tools. The firm’s services focus on guidance for asset allocation and investment selection, with client-authorized trade execution and tailored recommendations based on individual goals and risk tolerance.

Patrick Ketchoyian is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior experience includes roles at Charles Schwab & Co., Annexus, Edward Jones, US Trust, J.P. Morgan Securities, and Merrill. 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 involves guidance on asset allocation and investment selection using Schwab’s asset-allocation models and research tools, with client authorization required for all trades.

Aengus Dubendorf is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has two years of industry experience and previously worked at Wells Fargo Clearing for four years. 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 services include guidance on asset allocation and investment selection, with recommendations tailored to individual client goals and risk tolerance.

Jigisha Bengali is a financial advisor with Schwab Wealth Advisory in San Jose, CA, holding a Series 66 designation and having 10 years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Charles Schwab Bank, and Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.'s asset-allocation models and internal research tools to offer tailored recommendations without discretionary trading authority.

Michael Brennan is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Charles Schwab since 2015, including his current role since 2022. Earlier in his career, he spent three years at Quest Securities, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program, utilizing asset-allocation models and internal research tools such as Schwab Equity Ratings®. The firm offers tailored recommendations with client authorization required for trades, serving a large client base through a structure affiliated with Charles Schwab & Co. and offering a range of investment options including mutual funds, ETFs, and separately managed accounts.

Bao Vo is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab & Co., TD Ameritrade, and operating Vo International LLC doing business as Emeli Kate. Outside of finance, he spent time learning to run a nail salon. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Benjamin Mc Nett is a CFP® professional with 16 years of industry experience, currently affiliated with Schwab Wealth Advisory. His prior work includes roles at Equitable Advisors, Wells Fargo, Wavepoint Capital, Bank of America, and Merrill. Mc Nett is based in Orlando, FL. 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’s advice is guided by proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Lisa Sveland is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., and Nordstrom. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, using asset-allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Nathan Nicholson is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado. He holds Series 63 and Series 66 designations and has 16 years of industry experience. Nicholson has been with Charles Schwab and its affiliated firms since 2009. 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 approach includes tailored asset allocation and investment selection advice, with trades executed only upon client authorization.

Mark Mahoney is a financial advisor at Schwab Wealth Advisory with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Charles Schwab & Co., ThomasPartners, Inc., and MFS Institutional Advisors Inc. 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. The firm’s guidance is based on Schwab’s asset allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

Jared Lang is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Charles Schwab. Before entering the financial industry, he worked at Grand Canyon Beverage Company for four years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Andrew Fellouris is a CFP® professional with 14 years of experience in financial services. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at TD Ameritrade, Charles Schwab & Co., Charles Schwab Bank, Bank of America, Merrill, and Equitable Advisors. 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 guidance is based on proprietary asset-allocation models and internal research tools, with trades executed only upon client authorization.

Nicholas Kearney is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017, joining Schwab Wealth Advisory in 2025. Prior to this, he was employed at MRI Software for one year. 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 utilizes standard asset-allocation models and internal research tools to tailor recommendations, executing trades only with client authorization.

Robyn Schmid is a Series 65-licensed advisor at Schwab Wealth Advisory with experience spanning roles in both investment and legal fields since 2011. Prior to joining Schwab Wealth Advisory in 2025, she worked at Fisher Investments and practiced law at multiple firms, including her own legal practice. 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 and wealth management consultations, guided by Schwab’s proprietary asset-allocation models and research tools.