Jason Williams is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and its affiliated entities since 1999. Williams has worked at Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab's asset-allocation models and internal research tools to guide investment selection, with advice tailored to client goals and risk tolerance.

Matthew Durrant is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2022. His prior roles include positions at Bank of America, Merrill, Charles Schwab & Co., and Cowen Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, focusing on asset allocation and investment selection guided by internal research tools and standard asset-allocation models.

Bryan Alzate is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His career includes roles at Charles Schwab & Co., Bank of America, Merrill, Santander Bank, Santander Securities, National Securities Corp, and Edward Jones. 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 referrals. The firm’s approach incorporates Charles Schwab’s asset-allocation models and research tools, offering tailored investment recommendations reviewed at least annually.

James Wright is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab & Co., Inc. since 1999 and Schwab Wealth Advisory Inc. since 2012. 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-referred clients. The firm uses asset-allocation models and internal research tools to guide investment selection and offers tailored recommendations with client authorization required for trades.

Gregory Anderson is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory and Charles Schwab since 2013 and held prior roles at LPL Financial, Fifth Third Securities, Ameriprise, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research to offer tailored guidance, executing trades only with client authorization.

Craig Miller is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1999, including 14 years at Schwab Wealth Advisory. 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 select Charles Schwab & Co.-referred clients. The firm employs proprietary asset-allocation models and internal research tools to offer tailored guidance on investment selection, with trades executed only upon client authorization.

Patrick Whitley is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 63 and Series 66 credentials and with 31 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1995, including 14 years specifically at Schwab Wealth Advisory. 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, using proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance.

Jonathon Mahilo is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated advisory services since 2014. Outside of his advisory role, he is a co-founder of Pocket Eight LLC, a graphic design business. 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 approach is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Ryan Markoe is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2026. Prior to this, he spent five years at Citigroup and five years at SS&C Technologies. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Patrick Smith is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 65 and Series 66 licenses and has 18 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., TradeStation Group, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to guide investment selection, with recommendations tailored to client goals and risk tolerance.

Kent Miiller is a CFP® professional at Schwab Wealth Advisory with five years of industry experience. He previously worked at Castle Wealth Advisors, Money Concepts Capital Corp., United Capital, and Tri Green Tractor. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Bruce Gruenberg is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2015 and has worked at Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management services to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach involves using Schwab’s asset-allocation models and internal research tools, with tailored recommendations based on client goals and risk tolerance.

Andrew Summers is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 2003. He serves as a finance committee member at St. Luke's United Methodist Church in Indianapolis, where he participates in budgeting and financial policy oversight. 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’s advice is based on proprietary asset-allocation models and research tools, with investment decisions made only upon client authorization.

Gerardo Calderon is a CFP® professional with 11 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Calderon serves as a board member for Junior Achievement of the Chisholm Trail, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, utilizing Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Lauren Griggs is a Certified Financial Planner® with 17 years of industry experience. She is currently an advisor at Schwab Wealth Advisory Inc. and has previously worked at U.S. Bancorp Advisors, Charles Schwab, and Ameriprise Financial Services among other firms. 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 point-in-time wealth management consultations based on standard asset-allocation models and internal research tools.

Song Yi is a CFP® professional with 24 years of experience in the financial services industry. She has worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2018, with prior roles at USAA Financial Advisors, Inc., Chase Investment Services Corp., and Merrill. 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 approach includes tailored asset allocation and investment selection based on Schwab’s internal research and standard models, with trading conducted only upon client authorization.

Preston Duppins III is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, Ernst & Young Investment Advisors, Fidelity Investments, and Franklin Templeton. 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 select Charles Schwab & Co. referrals, using asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance.

David Johnson is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has a long tenure with Charles Schwab dating back to 1998, including experience at CUNA Brokerage Services. 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 proprietary asset-allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance, and it operates without discretionary trading authority.

Chetana Munnangi is a CFP® professional at Schwab Wealth Advisory with three years of industry experience. Before joining Schwab Wealth Advisory in 2025, she held roles in healthcare and rehabilitation services, including providing physical therapy on a PRN basis. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program by offering non‑discretionary fiduciary investment advice, financial planning, and wealth management consultations, using asset-allocation models and internal research tools tailored to client goals and risk tolerance.

Whitney Williams is a CFP® professional with 14 years of industry experience, currently with Schwab Wealth Advisory. Prior to joining Schwab in 2020, Whitney worked at The Vanguard Group and USAA financial planning services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset allocation models and internal research, with tailored recommendations reviewed at least annually.