Tyrone Rivers is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory in Indianapolis, IN. He has held roles at several firms, including Fidelity Brokerage Services and TD Ameritrade. Outside of his advisory work, Rivers writes a blog on American culture covering topics such as social interactions and the meaning of life. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services like annual financial reviews and investment recommendations through Schwab’s asset allocation models and research tools.

John Leacock is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, and has 10 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has worked at Charles Schwab since 2013. He serves on the finance committee of St. Charles Borromeo Catholic Church, where he participates in quarterly meetings focused on accounting and budgeting matters. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews 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 directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Aaron Gallardo is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at RBC Capital Markets for 13 years and briefly at Wells Fargo Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s research tools and standard asset allocation models to support client decision-making.

Adam Cansler is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Charles Schwab in various capacities since 2011, including his current role at Schwab Wealth Advisory since 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations. The firm uses standard asset allocation models and Schwab research tools to guide clients, with final trading decisions made by the clients themselves.

Haley Hausman is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has previously worked at Charles Schwab Bank, TD Ameritrade, and Edward Jones. Outside of her advisory role, she has worked part-time selling tacos at the Minnesota State Fair through the Taco King food booth. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Jordan Bommarito is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab Wealth Advisory since 2023 and has additional experience at Charles Schwab & Co., Inc. from 2021. Prior to his financial services career, he held positions at various organizations including Woodside Bible Church and Michigan State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models, with client-controlled trading decisions.

Jesse Kellar is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2019 and has a total of ten years with Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm serves clients through annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Austin Pettitt is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Schwab Wealth Advisory, Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and service in the United States Army. Outside of finance, he works as a strength and conditioning coach specializing in sports performance and weight loss for active duty military and aspiring clients. Schwab Wealth Advisory 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.

Michael Keppler is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and with Charles Schwab & Co., Inc. since 2000. 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 discussions, and investment recommendations across a range of asset types. 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.

Joshua Gilbert is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory in Indianapolis, IN. His prior experience includes roles at Charles Schwab and Valeo Financial Advisors. Schwab Wealth Advisory, Inc. 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 multiple asset classes using Schwab’s research tools and standard asset allocation models.

Valerie Pate is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has worked with Charles Schwab in various capacities since 2018 and spent a decade at Fidelity Investments prior to that. 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. The firm offers comprehensive financial reviews and investment recommendations but does not exercise discretionary trading authority.

Ryan Vehar is a CFP® professional with 25 years of industry experience currently serving at Schwab Wealth Advisory Inc. since 2012. He has worked within the Charles Schwab organization since 2000. Outside of his advisory role, he serves as District Finance Committee Chair for the Boy Scouts of America Firebird District in Phoenix, Arizona. 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. The firm utilizes Charles Schwab’s research tools and asset allocation models, recommending investments while clients retain final trading decisions.

Ja'lil Reynolds is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and less than one year of industry experience. Before joining Schwab Wealth Advisory, he worked at Northwestern Mutual for one year and spent several years in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering 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 conducts reviews without discretionary trading authority, with affiliated managers handling discretionary portfolios.

Jeffrey Cary 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 1999. Jeffrey is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. 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, delivering advice using standard asset allocation models and Schwab research tools, while leaving final trading decisions to clients.

Yvonne Dolny is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2004, including 11 years at Charles Schwab Bank before joining Schwab Wealth Advisory in 2019. 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 classes. The firm operates within the Schwab ecosystem, using its proprietary research tools and standard asset allocation models, while clients retain final trading decisions.

David Bonar is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2015, including roles at Charles Schwab Bank SBB and Schwab Wealth Advisory. 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 delivers annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Nicole Cope is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab, Ally Invest Advisors, Ally Invest Securities, and TD Ameritrade. Schwab Wealth Advisory, Inc. 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 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.

Irina Podmolska is a CFP®-certified financial advisor with Schwab Wealth Advisory in Charlotte, NC, bringing eight years of industry experience. She has held roles at Charles Schwab, KEY BANK, Bank of America, Merrill Lynch, and M&T Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within 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 acts as an internal advisory unit within the Schwab ecosystem, delivering advice without discretionary trading authority.

Mojoyeoluwa Oni is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Prior to this role, Oni held positions at JPMorgan Chase & Co., MIO Partners, and Ernst & Young LLP. Oni is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial planning, investment recommendations, and annual account reviews without exercising discretionary trading authority. The firm operates as an internal advisory unit within the Schwab ecosystem and serves individual clients through standardized asset allocation models and Schwab research tools.

Robert Lucker is a CFP® professional with 27 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Schwab Wealth Advisory, Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial planning and investment recommendations through standard Schwab asset allocation models and research tools, with client-directed trading decisions and at least annual account reviews.