Tanya Heyn is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including USAA Investment Management Company and Charles Schwab. Tanya is based 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, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and research tools, with guidance tailored to clients’ goals and risk tolerance.

John Lindell is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab & Co., Bank of America, Merrill, and Morgan Stanley. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset-allocation models and internal research tools. The firm’s services focus on client-authorized trades and at-least-annual reviews tailored to individual goals and risk tolerance.

James Reuter is a financial advisor with Schwab Wealth Advisory, Inc., holding the Series 63 and Series 66 licenses and bringing three years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab & Co., Inc. and Edgewater Family Wealth. Outside of his advisory role, he is involved in the restaurant industry as a server at Big Fin Seafood in Orlando. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations 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 research tools, offering tailored recommendations typically involving mutual funds, ETFs, and separately managed accounts, with trade execution requiring client authorization.

Rachel Schmidt is a financial advisor at Schwab Wealth Advisory, Inc. with two years of industry experience and a Series 66 designation. She previously worked at Cetera Investment Advisers LLC and Cetera Wealth Services, LLC. Outside of her advisory role, she serves as adjunct faculty at Grand Canyon University, grading homework assignments for the College of Engineering. 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, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with client authorization required for trades.

Derek Shadick is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His career includes positions at Charles Schwab, E*TRADE Capital Management, Wells Fargo Clearing, and Stifel. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients 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 internal research, with client trades requiring authorization and regular reviews tailored to individual goals and risk tolerance.

Christopher Blohm is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Scottrade. Blohm is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, offering tailored recommendations with trades executed only upon client authorization.

Sandra Franklin is a financial advisor at Schwab Wealth Advisory with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Schwab Wealth Advisory since 2026, following roles at Charles Schwab & Co., Inc., TD Ameritrade, and Advisors Asset Management, Inc. Sandra serves on the board of the LSU Alumni San Diego Chapter. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, employing asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.

Justin Fitzpatrick is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has been in the industry for less than one year, previously working at LPL Financial and Charles Schwab & Co., Inc. outside of advisory roles, he has experience with the National Restaurant Association and has pursued full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach relies on Schwab’s internal asset allocation models and research tools, offering tailored, point-in-time guidance without exercising discretionary trading authority.

Kayla Loren is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has worked at Charles Schwab and its affiliates since 2021. Loren’s background includes roles in both the financial services sector and 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, focusing on asset allocation and investment selection approved by clients. The firm uses Charles Schwab’s proprietary models and research tools to deliver tailored recommendations aligned with clients’ goals and risk tolerance.

Laura Caceres is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and LPL Financial. Before entering the financial sector, she spent 18 years at United Poultry Corp. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice relies on Charles Schwab & Co.’s asset-allocation models and internal research tools, with a focus on client goals and risk tolerance.

Joshua Shafer is a CFP® and CFA® with 12 years of industry experience. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2025, following prior roles at Charles Schwab and Gwfs Equities, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and research tools, with client-tailored recommendations and annual reviews.

Connor Garrett is a financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2021 and joined Schwab Wealth Advisory in 2026. 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, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and research tools.

Kamryn Person is a financial advisor at Schwab Wealth Advisory, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab Wealth Advisory, Kamryn held roles at Citizens Bank, Citizens Securities, and Charles Schwab & Co., Inc. Outside of finance, Kamryn is self-employed as a singer and band leader, performing with the concert venue Off The Rails since 2022. 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 certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with trades executed only upon client authorization.

Richard Malmberg is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co. since 2019 and previously held roles at firms including Stratos Wealth Partners, LPL Financial, Truist Investment Services, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to offer tailored guidance on investment selection, with trades executed only upon client authorization.

Brandon Sheets is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2019 and Charles Schwab since 2016. Outside of his advisory role, he serves as interim CEO of Seat Warehouse LLC, overseeing its day-to-day operations during a transitional period. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co. The firm’s guidance is based on internal asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Jenny Carney is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has also worked at Charles Schwab & Co. Inc. since 2006, as well as at TD Ameritrade and Charles Schwab earlier in her career. Outside of her advisory work, she is involved with Carneys Castles LLC, a company managing short-term rental real estate investments. 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 uses Charles Schwab’s asset-allocation models and research tools to guide investment selection, with trades executed only upon client authorization.

Elisa Stansbury is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc. and TD Ameritrade, and she has six years of experience with Gourmet Foods International. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, utilizing asset-allocation models and research tools to offer tailored recommendations without exercising discretionary trading authority.

Brandon Hoff is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and joined Schwab Wealth Advisory Inc. in 2025. 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 uses proprietary asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Kyle Letzter is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Schwab Wealth Advisory in Phoenix, AZ, where he has been since 2022. His prior roles include positions at Happy High LLC and Bury the Hatchet, and he spent a decade in full-time education before entering financial 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 approach is guided by Charles Schwab & Co.’s asset allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Brandon Brindley is a CFP® professional with five years of industry experience, currently advising clients at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory, Charles Schwab and Co., TD Ameritrade, and several other firms. Outside of his advisory role, Brandon coaches pickleball players of varying skill levels, organizing leagues and clinics to help improve their game. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. Their approach is guided by Charles Schwab & Co.’s asset-allocation models and research, with client recommendations tailored to individual goals and risk tolerance.