Matthew Collins is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and has worked at Charles Schwab in various capacities since 2018. Prior to his financial career, he worked at Red Lobster for five years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Agnieszka Skolik is a CFP® and Series 66 licensed financial advisor with Schwab Wealth Advisory in Lone Tree, CO, with 10 years of industry experience. She has been with Schwab Wealth Advisory Inc and Charles Schwab since 2016. Schwab Wealth Advisory 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 using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Melissa Kirchhofer is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Schwab in various capacities since 1995. Her current role at Schwab Wealth Advisory began in 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm utilizes Schwab’s asset allocation models and research tools, delivering advice without discretionary trading authority and operates as an internal advisory unit within the Schwab organization.

Brady Clar is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds the CFP® and CFA® designations and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2018, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and tailored investment recommendations. The firm utilizes Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Natani Drati is a CFP® professional at Schwab Wealth Advisory with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Northwestern Mutual Investment Services LLC, JP Morgan, and Rick Hu. Outside of financial advising, he has worked as a food delivery driver for Instacart and Uber and is engaged in youth sports training for football and speed and agility. 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 Schwab’s research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Blair Smith is a CFP® professional at Schwab Wealth Advisory with two years of industry experience. His prior roles include positions at The Vanguard Group, Matthias Private Wealth, and 55 North Private Wealth. He holds a Series 63 license and is based in Orlando, FL. 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. The firm delivers annual financial reviews and investment recommendations while clients retain final trading decisions.

Jennifer Thurswell is a Series 65 certified financial advisor with Schwab Wealth Advisory in Chicago, IL. She has one year of industry experience and previously worked at Harrison, LLP, Katten Muchin Rosenman, LLP, and Reed Smith LLP. Schwab Wealth Advisory 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. The firm delivers advice through Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Dean Loucka is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services, TD Ameritrade, Charles Schwab, AE Wealth Management, and Rightbridge Financial. He is based in Jersey City, NJ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm delivers investment recommendations across various asset classes and conducts annual financial reviews without exercising discretionary trading authority.

Daniela Lopez Hernandez is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and currently based in Westlake, TX. She has one year of industry experience, including roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. Prior to entering the financial industry, she worked in retail and education-related positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools. The firm serves individual clients with investment recommendations and annual reviews, operating as an internal advisory unit within the Schwab ecosystem.

Westin Cox is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2016. Outside of finance, he is involved in a gate fabrication business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to recommend investments, while clients retain final trading authority.

Landon Lau is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., H-E-B, and involvement in professional baseball organizations and player development. Outside of financial services, he has experience with Vypr Installations, a business he has been involved with for several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools. The firm serves individual clients with annual financial reviews and personalized investment recommendations, operating as an internal advisory unit within the Schwab ecosystem rather than charging clients directly.

Jeremy Stone is a CFP® credentialed financial advisor with 19 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Carl Aschenbrenner is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Bellevue, WA. His prior experience includes roles at Fisher Investments, Whalen Wealth Management, and HCR Wealth Advisors. He also serves as a co-trustee on two separate property irrevocable trusts, overseeing trust administration and investment decisions. 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 to recommend investment allocations and specific securities.

Elisha Torrance is a CFP®-certified financial advisor at Schwab Wealth Advisory with 15 years of industry experience. Prior to joining Schwab Wealth Advisory, Torrance held roles at JP Morgan Chase Bank and Columbia Private Bank among other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its 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 personalized advice without discretionary trading authority.

Jacob Buchman is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes roles at Fidelity Investments, Wells Fargo Clearing Services, TD Ameritrade, and SunTrust (now Truist). Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools to recommend investments, with final trading decisions made by clients.

Tania Volk is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Schwab Wealth Advisory and Charles Schwab since 2012. Outside of her advisory work, she is involved in selling protein drinks and nutritional supplements to fitness-oriented customers through a business called Life Recovery Wellness. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on a range of investment options and annual financial reviews, while allowing clients to retain final trading decisions.

Jaime Rangel is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Ally Invest Securities LLC and Capital One Investing, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.

Cade Steen is a CFP® with 21 years of industry experience, currently advising at Schwab Wealth Advisory, Inc. since 2026. He previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and USAA in various financial planning and advisory roles from 2007 to 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients retaining final trading decisions.

Seth Bergquist is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes positions at USAA Financial Advisors and USAA Investment Management Company, with Schwab Wealth Advisory since 2018. 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. The firm offers annual financial reviews and investment recommendations without exercising discretionary trading authority, operating as an internal advisory unit within the Schwab ecosystem.

John Pettee is a CFP® professional with 25 years of industry experience, currently serving at Schwab Wealth Advisory since 2022. He has been affiliated with Charles Schwab in various capacities since 2013. Outside of his advisory role, he is a guitarist and singer who performs musical entertainment at local restaurants and coffee houses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations guided by Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice without discretionary trading authority and primarily serving individual clients.