Caroline Logozzo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools to support investment recommendations without discretionary trading authority.

Christian Goza is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and six years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2025 and has been with Charles Schwab & Co., Inc. since 2019. His prior experience includes roles at Chase Bank and Marathon Gas. 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 across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice supported by Schwab’s proprietary research tools and asset allocation models.

Annajane Mooney is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and Charles Schwab & Co., Inc. since 2021. Outside of finance, she designs custom costume commissions through her textile art business, The Soulless Seamstress, and is involved in live action theater as a writer and event coordinator with Mooneybin Entertainment LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews and personalized investment recommendations primarily using Schwab’s asset allocation models and research tools.

Gregory Black is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Charles Schwab since 1997 and has been with 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 financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with a unique cost-and-expense payment structure and a focus on annual account reviews rather than discretionary trading.

Sharon Markovitz is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. She has 27 years of industry experience, including over 14 years with Schwab Wealth Advisory and more than 26 years at Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s 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 approach from many other wealth managers.

Christopher Johnson is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Lone Tree, CO. His prior experience includes roles at Morgan Stanley and E*TRADE. Outside of his advisory work, he assists with the financial bookkeeping for Echoes of Elegance, LLC, a business involved in restoring and selling antiques. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using 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.

Carter Barrett is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His career includes roles at Charles Schwab & Co. and Cetera, with prior experience at Merrill and Bank of America Merrill Edge. 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 based on Schwab’s asset allocation models and research tools.

Jessica Mayfield is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Truist Advisory Services and Suntrust Advisory Services. Outside of her advisory role, she manages rental property as a landlord. 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 through Schwab’s research tools and models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

George Elliott is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked within Charles Schwab since 2010. 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 planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Bradley Hall is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado. He holds Series 66 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Charles Schwab & Co., Equity Colorado Real Estate, and Verizon Wireless. 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 supported by Schwab’s research tools and asset allocation models.

Matthew Beauregard is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab affiliates since 2011. His current role at Schwab Wealth Advisory began in 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients participating in the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations using Schwab’s proprietary research tools, with final trading decisions made by clients.

Michael Dempsey is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab & Co., Inc. since 2006. Outside of his advisory role, he owns and manages rental property in Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with clients maintaining final trading decisions and SWAI conducting annual account reviews.

Sebastian Galindo Sosa is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2026. His prior experience includes six years at The Vanguard Group and a year at Wells Fargo. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., delivering advice via standardized asset allocation models and Schwab research tools without exercising discretionary trading authority.

Emily Harwood is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliates since 2005. 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 based on standard asset allocation models and Schwab research tools. The firm delivers advice without discretionary trading authority, leaving final trading decisions to clients and generally relying on affiliated or third-party money managers for discretionary management.

Myra Lawson is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab and Keybank, among other firms. Schwab Wealth Advisory 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 various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice through standard asset allocation models and Schwab research tools, with clients retaining final trading decisions.

Kamil Rehman is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Schwab in 2025, he worked at Edward Jones and Woodbury Financial Services. Outside of his advisory work, Rehman owns and operates CurrentBuild Computer, a business focused on computer hardware design and sales. 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 while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and distinguishes itself by not charging clients directly for its advisory services.

Brandon Akers is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Schwab Wealth Advisory and previously held positions at T. Rowe Price Investment Services and Confluence Financial Advisors. Outside of his advisory role, he manages several rental properties with his wife. Schwab Wealth Advisory 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 based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not exercise discretionary trading authority.

Brian Latorre is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. He previously worked at Charles Schwab Bank for 10 years and has been with Charles Schwab & Co., 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 a range of investment recommendations utilizing Schwab’s proprietary tools and standard asset allocation models.

Thomas Burrell is a CFP® professional with nine years of experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Charles Schwab Wealth Advisory since 2018 and has been associated with Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients 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 charge clients directly for its advisory services.

Teresa Schuelke is a Planning Consultant at Fidelity Investments, a role she has held since 2021. She has built a career in financial services, previously working as a Relationship Consultant, Investment Consultant, and Financial Service Advisor at Merrill between 2018 and 2021. Prior to that, Teresa served as a Financial Advisor at H. Beck Inc. from 2015 to 2017 and at Edward Jones from 2011 to 2015. Teresa focuses on providing financial education to clients, emphasizing the importance of understanding their money and how it works to help them achieve their financial goals. She fosters partnerships with clients to collaboratively create, implement, and monitor their financial plans. This approach reflects her commitment to making a difference in clients' lives. Outside of her professional work, Teresa enjoys family activities, social events with friends, movies, music, traveling, and writing.