Molly Malone is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. Based in Phoenix, AZ, she holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with client-directed trades and an emphasis on tailored recommendations aligned with clients’ goals and risk tolerance.

Jonathan Stuart is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2021. He previously worked at Northwestern Mutual Investment Services and Windhaven Investment Management. Jonathan is a trustee on the Board of Worcester Academy, where he contributes to the school’s strategic direction. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools. The firm emphasizes client authorization for all trades and offers at-least-annual portfolio reviews tailored to individual goals and risk tolerance.

Angela Collins is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 66 designation and bringing 12 years of industry experience. Her prior experience includes roles at Fidelity Investments, JPMorgan Securities LLC, Edward Jones, and PNC Wealth Management. Outside of her advisory work, she is the founder of two non-investment related ventures, Strawberry Noon and Gaisn Capital LLC. 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 Schwab’s asset-allocation models and internal research tools.

Shane Manzi is a Series 66 licensed financial advisor with Schwab Wealth Advisory, based in New York City. He has three years of industry experience, including roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Prior to his current advisory role, his background includes work in diverse industries such as vineyard operations and mountain resort management. 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 offers guidance on asset allocation and investment selection based on internal research and standard asset-allocation models, with account reviews tailored to each client’s goals and risk tolerance.

Kenneth Russell IV is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Charles Schwab & Co., Inc. He has also provided private tennis lessons outside the investment industry. 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 research tools.

Blake Simpson is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and its affiliated firms since 2008. Based in Orlando, FL, he has worked at Schwab Wealth Advisory since 2021. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance utilizes Charles Schwab's standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Michael Bryan is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2016. Outside of finance, he owns a commercial and residential pressure washing business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with investment decisions made only upon client authorization.

Alexis Stasie is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 63 designation and has worked at Charles Schwab & Co., Inc. and J.W. Cole Advisors, Inc. prior to her current role. 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 Schwab’s asset-allocation models and internal research, with client trades executed only upon authorization.

Barry Tallman is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds a Series 63 designation and has worked with Charles Schwab entities since 1997, including over two decades at Charles Schwab Bank. 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 uses internal research and asset-allocation models to guide investment selection, with trades executed only upon client authorization.

Nathanael Posada is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. His prior experience includes roles at Charles Schwab & Co., Inc., Grand Canyon Education, and Paradise Valley Country Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to 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 research, offering tailored recommendations without exercising discretionary trading authority.

Jeffrey Miner is a financial advisor with Schwab Wealth Advisory and holds the Series 66 designation. He has 24 years of industry experience, including roles at Charles Schwab Investment Management and Schwab Private Client Investment Advisory. Miner is also involved in managing two real estate investment LLCs, Black Fox Properties and Red House Properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach relies on Schwab’s proprietary asset-allocation models and internal research, with recommendations tailored annually to client goals and risk tolerance.

Juan Sanchez is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Fisher Investments, Fidelity Investments, and USAA Financial Advisors. Sanchez is currently based in Westlake, TX. 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. The firm’s advice utilizes Charles Schwab’s asset-allocation models and internal research tools, with at‑least‑annual reviews customized to client goals and risk tolerance.

Mei Lin is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Regions Bank, Santander Securities, and Wells Fargo, before joining Schwab. 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 advice is based on Schwab’s asset-allocation models and research tools, with at-least-annual reviews tailored to clients’ goals and risk tolerance.

Rodrick Sullivan is a CFP® with 11 years of industry experience, currently advising at Schwab Wealth Advisory in Atlanta, GA. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Valic Financial Advisors, Allstate Insurance Company, and New York Life. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referrals, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm bases its guidance on Schwab’s asset-allocation models and internal research, with recommendations tailored to individual goals and risk tolerance.

Brenton Harris is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 2004, with a brief tenure at Chinook Capital Management in 2005. 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’s guidance focuses on asset allocation and investment selection based on proprietary models and research, with trades executed only upon client authorization.

Steve Harris is a CFP® with 26 years of industry experience currently serving at Schwab Wealth Advisory, where he has worked since 2012. He has been with Charles Schwab since 1999. Outside of his advisory role, he manages a rental property in Highlands Ranch, CO. 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 and select Charles Schwab & Co.-referred clients. The firm uses asset-allocation models and internal research tools to guide investment decisions, while trades require client approval.

Paul Stovall is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2008, including roles within Schwab Wealth Advisory since 2013. His prior experience includes positions at Foldes Financial Management 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 uses standardized asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Rodney Hazelton Jr. is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Ameritas Investment Company, and Edward Jones. 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 advice is based on standardized asset-allocation models and internal research, with an emphasis on client authorization for trades and tailored recommendations aligned with individual goals and risk tolerance.

Robert Frost is a financial advisor at Schwab Wealth Advisory, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Charles Schwab & Co., Inc., Charles Schwab Bank, and TD Ameritrade. 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 investment approach is based on standard asset-allocation models and internal research, emphasizing at-least-annual reviews tailored to clients’ goals and risk tolerance.

Brad Bradley is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has held various roles within Charles Schwab and its affiliated entities since 1996. Outside of his advisory work, he is a part owner of two personal services businesses in Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm employs standard asset-allocation models and internal research tools to tailor recommendations, while trades require client authorization.