Christopher Evers is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2026, and has prior experience at Charles Schwab & Co., TD Ameritrade, Scottrade, and Edward Jones. Outside of financial services, he is involved in agriculture, including managing a small cattle feeding and sales business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Amalea Zegarzewski is a CFP® professional with 10 years of industry experience, currently advising at Schwab Wealth Advisory. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Fidelity Investments. She holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. 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 wealth management consultations. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research tools, with client accounts reviewed at least annually and trades executed only with client authorization.

Carl Orn is a CFP® professional with 18 years of experience in financial advisory services. He has been with Schwab Wealth Advisory since 2015 and has worked at Charles Schwab since 2011. Schwab Wealth Advisory, Inc. 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 guidance is based on Schwab’s asset-allocation models and internal research, offering tailored recommendations while requiring client authorization for trades.

William Matthews is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. since 2021. His prior experience includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank Ssb, where he worked for over a decade, as well as six years at Ameriprise. 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, utilizing proprietary asset-allocation models and internal research tools.

Roy Burns is a Series 66-licensed financial advisor with Schwab Wealth Advisory, where he has worked since 2025. He has one year of experience in the financial industry and previously held roles at Charles Schwab & Co., Inc., among other employers. 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. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Tanya Torres is a CFP®-designated financial advisor with seven years of industry experience, currently with Schwab Wealth Advisory in Irvine, CA. Her prior roles include positions at Merrill and Guardian Life Insurance Company. 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 or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance without exercising discretionary trading authority.

Lukas Mc Kenzie is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he worked at Charles Schwab & Co., Inc. and has professional experience outside finance, including positions at Amazon.com, Inc. and UPS. 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-referred clients. The firm’s guidance relies on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Edward Valestin is a CFP® professional with six years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Boston, MA. His prior experience includes roles at JPMorgan Chase Bank, N.A., and JPMorgan Securities, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, focusing on asset allocation and investment selection guided by Charles Schwab & Co.’s proprietary models and research tools.

John Stempfle is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 2015. 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 certain referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research tools, with client authorization required for all trades.

Michen Sirleaf is a CFP® with 18 years of industry experience currently with Schwab Wealth Advisory in Radnor, PA. He has held roles at several firms including CliftonLarsonAllen Wealth Advisors, TD Ameritrade, PNC Bank, Wells Fargo Clearing, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co. The firm uses proprietary asset allocation models and research tools to offer tailored recommendations without exercising discretionary trading authority.

Breyanna Kerley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Schwab Wealth Advisory since 2024 and Charles Schwab & Co., Inc. since 2021, with prior roles at DoorDash Inc., World Financial Group, and Navient. 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’s advice is based on Schwab’s asset-allocation models and internal research tools, with a focus on client goals and risk tolerance, and it typically recommends separately managed accounts managed by third-party or affiliated money managers.

Shanitria Olusola is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 license and has worked at Charles Schwab since 2019, joining Schwab Wealth Advisory in 2024. Outside of her advisory role, she is involved in retail jewelry design as the owner of The Reigning Jewelry. 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 Charles Schwab & Co.’s asset-allocation models and internal research tools, with trades executed only upon client authorization.

Jennifer Kachmar is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. Her prior experience includes roles at Mercer Global Advisors, Ameriprise Financial Services, Merrill, Fisher Investments, Edward Jones, and Fidelity. Schwab Wealth Advisory Inc. 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 wealth management consultations based on Charles Schwab & Co.’s asset-allocation models and research tools.

Jordan Raymond is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab & Co., Fidelity Investments, and Northwestern Mutual Wealth Management Company. Outside of finance, he has been involved with OHSO Brewery and Distillery in Phoenix, AZ. 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 Schwab’s asset-allocation models and internal research, with customized reviews and recommendations tailored to clients’ goals and risk tolerance.

Nolan Sand is a Planning Consultant at the Peoria Investor Center, where he supports Financial Consultants in building client relationships and assisting families in working toward their financial goals. He has been in this role since 2022. His professional experience includes roles at Fidelity Investments as a Planning Consultant, and multiple positions at Charles Schwab from 2020 to 2022, including Client Relationship Specialist, High Net Worth Specialist, and Financial Services Professional. Prior to that, he worked at Harbor Investment Advisors, Desert Schools Credit Union, Desert Schools Financial Services, and Farm Bureau Financial Services in various capacities. Outside of his professional work, Nolan is interested in family activities, social events with friends, golf, and traveling.

Adam Breazeale is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. since 2022. His prior work includes roles at Charles Schwab & Co., Inc., Fidelity, and CUNA Mutual Group. 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 certain referrals from Charles Schwab & Co. The firm’s guidance is based on proprietary asset allocation models and research tools, with services tailored annually to client goals and risk tolerance.

Jason Edwards is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He previously worked for The Vanguard Group, Inc. for 10 years before joining Charles Schwab and Schwab Wealth Advisory in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the SWA program and select referrals, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Sebastian Coppola is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds a Series 66 designation and has worked at Schwab Wealth Advisory since 2015, with prior experience at Charles Schwab & Co., Inc. and Wells Fargo Clearing. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab’s asset-allocation models and internal research tools, offering recommendations tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Megan Echele is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. She is currently with Schwab Wealth Advisory Inc., where she has worked since 2024, following prior roles at Charles Schwab Bank and Charles Schwab & Co. Megan’s background also includes two years in the hospitality industry. 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 asset-allocation models and internal research tools to deliver at-least-annual reviews and tailored recommendations while trades are executed only with client authorization.

Mary Nelson is a CFP® and Series 66-registered financial advisor with Schwab Wealth Advisory, where she has worked since 2022. She has four years of industry experience, including prior roles within Charles Schwab. Mary serves on the advisory board of the nonprofit 6 Stones Mission Network, providing strategic guidance to its board of directors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.