Brandon Fancher is a CFA® charterholder and holds a Series 63 license, with three years of experience in the financial industry. He has worked at Schwab Wealth Advisory, Inc. since 2026 and Charles Schwab & Co., Inc. since 2022. Prior to his finance career, he was involved in operations at Amazon/JDK Delivery LLC and Louie's Pizza. 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 while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Courtney Holt is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has worked within the Charles Schwab organization since 2016, including roles at Charles Schwab & Co., Inc. and Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm operates as an internal advisory unit within Charles Schwab, utilizing proprietary research tools and standard asset allocation models while leaving final trading decisions to clients.

Steven Zeigler is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2018. Prior to his career in finance, he spent nine years with Fairfax County Public Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s proprietary 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.

Alexander Lee is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab, he held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Equitable Advisors. His early career includes positions in education and tutoring. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients 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 Charles Schwab & Co., focusing on model-based advice without discretionary trading authority.

Leslie Vipond is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 28 years of industry experience. She has worked at Charles Schwab since 2010 and with Schwab Wealth Advisory since 2012. Based in Phoenix, AZ, she provides investment advice primarily through the Schwab Wealth Advisory program. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients enrolled in its program, providing annual financial reviews 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 research tools, while final trading decisions remain with clients.

Byron Westerfield is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His career includes long-term service at Charles Schwab and various Schwab-affiliated advisory firms since 1995. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal unit within the Schwab ecosystem, focusing on client-directed trading decisions without discretionary authority.

Justin Mourning is a CFP®-certified financial advisor with six years of industry experience, currently with Schwab Wealth Advisory, Inc. He has previously worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and Westwood Wealth Management. Mourning holds the Series 65 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning consultations, and investment recommendations through Schwab’s research tools and standard asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, differentiating it from many enterprise wealth managers.

Tucker Smith is a CFP® professional with 16 years of experience in financial advising. He is currently with Schwab Wealth Advisory, where he has worked since 2018. Prior to this, he spent a decade with USAA Financial Advisors, Inc. and USAA Financial Planning Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem, delivering advice without discretionary trading authority and generally not serving institutional clients.

Eduardo Camacho is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior experience includes roles at Charles Schwab Bank, Blakeslee & Blakeslee, Enterprise, Mindbody, and California State University Chico. 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 within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Nikolaus Lancaster is a financial advisor with Schwab Wealth Advisory in Tampa, FL, holding Series 63 and Series 66 designations and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and has a background at Charles Schwab & Co., Inc. since 2022. 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 discussions, and investment recommendations using Schwab’s research tools and standard asset allocation models.

Carlos Solano Monestel is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at firms including Citigroup and JPMorgan. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset allocation models and research tools. The firm focuses on annual financial reviews, retirement planning, and investment recommendations, leaving final trading decisions to clients.

Stephen Meyer is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and with Charles Schwab since 2009. 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 asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its model from many enterprise wealth managers.

Randy Tran is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 65 and Series 63 licenses and has been with Schwab Wealth Advisory since 2025, following eight years at Charles Schwab. Prior to his advisory career, he worked at DHL Express and has experience from roles dating back to his time at Arizona State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, conducting annual reviews without discretionary trading authority.

Taylor Mc Main is a CFP® with 11 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. in Chicago, IL. Prior to joining Schwab Wealth Advisory, Mc Main worked at Beacon Pointe Advisors for three years and held various roles within the Charles Schwab organization for over a decade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program. The firm supports clients with annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and standard asset allocation models, while leaving final trading decisions to clients.

Gregory Mikesell is a financial advisor with Schwab Wealth Advisory, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has been with Charles Schwab and Schwab Wealth Advisory since 2015. 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 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, while leaving final trading decisions to clients.

Gabriel Hanselman is a CERTIFIED FINANCIAL PLANNER™ professional with 28 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has also worked at Charles Schwab since 2011. 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 across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Charles Schwab’s research tools and asset allocation models, leaving final trading decisions to clients.

Alex Beck is a CFP® with 15 years of industry experience and is currently an advisor at Schwab Wealth Advisory. He previously spent 14 years with The Vanguard Group, Inc. before joining Charles Schwab in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Edmund Job is a CFP®-certified financial advisor with 21 years of industry experience. He is currently affiliated with Schwab Wealth Advisory, where he has worked since 2021. Prior to that, he spent nine years at TD Ameritrade Investment Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and focuses on providing annual financial reviews and investment recommendations without exercising discretionary trading authority.

Matthew Magdich is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds a Series 66 designation and has 20 years of industry experience. His career includes roles at Charles Schwab since 2008 and Schwab Private Client Investment Advisory, Inc. from 2012 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s standard asset allocation models and research tools to recommend investments while allowing clients to make final trading decisions.

Yaroslav Lisheba is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at Northwestern Mutual and The Ohio State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as 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 Charles Schwab, with advisors recommending allocations while clients retain final trading decisions.