Jack Greenagel is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Charles Schwab since 2008. Outside of advising, Greenagel is involved as a geologist for a chemicals company and serves as CEO and President of a rental services LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary tools and models.

Jayne Christian is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Schwab Wealth Advisory in Chanhassen, MN. Her prior roles include positions at Robinhood Markets, TradePMR, Capital Wealth Advisors, SkyView Partners, and Kestra Financial. 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 standard asset allocation models and research tools.

Jeremy Amposta is a CFP®-certified financial advisor with six years of industry experience. He currently works at Schwab Wealth Advisory Inc. and Charles Schwab, having previously held roles at JP Morgan Chase and other firms. Schwab Wealth Advisory 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 proprietary research tools and asset allocation models.

Prithibi Chauhan is a financial advisor at Schwab Wealth Advisory with four years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Chauhan worked at Bank of America and Merrill from 2022 to 2025. Chauhan holds Series 63 and Series 66 credentials and is based in Phoenix, AZ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab and uses standard asset allocation models and Schwab research tools, while clients retain final trading decisions.

Joseph Couillard is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2018. Prior to joining Schwab Wealth Advisory in 2022, he held positions at Geary Pacific Supply and McNichols Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Eric Berndt is a CFP® with 15 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory Inc. since 2014. He also holds a Series 66 designation and is based in Parker, CO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Matthew Underwood is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1999. Outside of his advisory work, he owns and manages an LLC based in Phoenix, Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final investment decisions to clients.

Yousef Alduwairi is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Schwab Wealth Advisory since 2017. His prior experience includes a role at FedEx and ownership of Triangle Taxi LLC. 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 research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Elkin Castillo is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with Charles Schwab since 2010 and joined Schwab Wealth Advisory in 2021. Outside of his advisory work, Castillo has experience managing a single-family rental property. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm’s advice is delivered without discretionary trading authority, with account management and fee structures that differ from many traditional enterprise wealth managers.

Cailley Bryan is a CFP® and Series 66-licensed financial advisor with Schwab Wealth Advisory in Westlake, TX. Bryan has four years of industry experience and previously worked at Baylor University and in roles outside finance including at Cupertino Dental Group and Nothing Bundt Cakes. 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’s advisors recommend investment allocations and conduct at least annual account reviews while final trading decisions remain with clients.

Christopher Hayes is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has been associated with Charles Schwab since 2007. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across a variety of asset classes while leaving final trading decisions to clients.

Bailey Scheffe is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Schwab Wealth Advisory since 2021 and Charles Schwab & Co., Inc. since 2018. Prior to his advisory roles, he worked at Beau Jo's Pizza and CSU Online. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, while leaving final trading decisions to clients.

Bradley Baltman is a CFP® and holds a Series 66 license with two years of industry experience. He has worked at Schwab Wealth Advisory, Inc. since 2024 and has prior experience at Charles Schwab & Co., Inc., CAPTrust, and several other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering guidance through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Brandon Watson is a financial advisor with Schwab Wealth Advisory in Westlake, TX. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments, Mobius Financial Advisors, and Charles Schwab & Co., Inc. Outside of the financial industry, he has worked in retail and food service. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, serving primarily individual clients while not acting as a discretionary portfolio manager.

Corbin Bulger is an advisor at Schwab Wealth Advisory with a Series 66 credential and less than one year of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., BMY Wealth Management Group, Patillo Brown & Hill, and Tarleton State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Jay Cheney is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked within the Charles Schwab organization since 2016. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, focusing on annual 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 the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

Juan Remacha is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 10 years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2016 and has been affiliated with Charles Schwab since 2014. 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, focusing on annual portfolio reviews without discretionary trading authority.

Megan Layton is a CFP® with four years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Indianapolis, IN. She has worked with Charles Schwab since 2019, including roles at Schwab Wealth Advisory Inc and previously at Equitable Advisors LLC. Outside of financial advising, she has held positions with local organizations such as Carmel Clay Parks and Recreation and the Indiana Department of Natural Resources. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset allocation models and research tools to recommend investments, with clients retaining final trading decisions and SWAI conducting annual account reviews.

Olivia Starkey is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab Wealth Advisory, she held positions at Charles Schwab & Co., Inc., the City of Tempe, and Arizona State University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Joshua Wencil is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Fidelity Investments and PNC, where he worked for several years before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.