Steven Marcano is a CFP® with 18 years of industry experience. He is currently an advisor at Schwab Wealth Advisory and Charles Schwab, having previously worked for T. Rowe Price Investment Services, Inc. from 2007 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in 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, distinguishing its approach from many other enterprise wealth managers.

Darin Bostic is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1999, including nine years at Schwab Private Client Investment Advisory and three years at Schwab Wealth Advisory. Outside of his advisory roles, he previously worked with the Stetson Futbol Association. 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. The firm operates within the Charles Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

Joseph Domato is a financial advisor with Schwab Wealth Advisory in New York City, holding a Series 66 designation and with 10 years of industry experience. He previously worked at Ameriprise Financial and Northwestern Mutual in various advisory roles. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab's research tools and asset allocation models. The firm’s advisors recommend investments and allocations, while clients retain final trading decisions, with annual account reviews conducted by the advisory team.

Micah Dean is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2018. Prior to his financial services career, he held positions at Purdue University and Universal Studios Orlando. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm’s advice is guided by Charles Schwab's asset allocation models and research tools, with final trading decisions made by clients.

Michael Tanney is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including an 11-year tenure at Bank of America Merrill Lynch. Outside of his advisory role, he manages a real estate property as a non-agent owner. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final trading decisions made by clients.

Robin Wade is a Series 66-credentialed financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 22 years of experience. Wade has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co. Inc. since 2016. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and research tools while leaving final trading decisions to clients.

Vianny Minaya is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Schwab Wealth Advisory in 2021, Minaya worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, Minaya is involved as a property owner and landlord. 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 within the Charles Schwab ecosystem. The firm uses standard asset allocation models and Schwab research tools, with clients retaining final trading decisions and SWAI conducting annual account reviews.

Steven Golden is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab in various capacities since 1997. Outside of his advisory role, he coaches high school baseball and participates in college baseball recruiting. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, delivering recommendations based on asset allocation models and Schwab research tools while leaving trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual financial reviews and wealth management education.

David Gould is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, and Charles Schwab since 2008. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s standard asset allocation models and research tools to guide investment recommendations, with clients retaining final trading decisions.

Alexander Gido is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Westlake, TX, with one year of industry experience. He previously worked at Goldman Sachs from 2023 to 2026 and has held roles at Charles Schwab & Co., Inc. since 2026. Schwab Wealth Advisory, Inc. 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 a range of asset classes. The firm operates within the Schwab ecosystem, advising clients through standard asset allocation models and research tools, while leaving final trading decisions to clients.

Thomas Mcandrews is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Schwab Wealth Advisory and has been associated with various Charles Schwab entities since 2015. Outside of his advisory work, he serves as a soccer referee for the Colorado Soccer Association in the Denver Metro Area. 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 through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed decisions without discretionary trading authority.

Benjamin Aeschliman is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 registrations and having 14 years of industry experience. He has worked at Charles Schwab Bank since 2014 and Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm uses Schwab’s standard asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Tyler Schaefer is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 registrations and three years of industry experience. His prior work includes roles at JPMorgan Chase, Bank of America, Merrill, and Wells Fargo. Outside of finance, he is involved in dog boarding and walking through his business with Rover and co-owns Evergreen Kennels LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge advisory fees to clients.

Jonathan Crosby is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at Charles Schwab, Protective Life Corporation, Private Client Services, RFG Advisory, Regions Bank, and BBVA Securities Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with final trading decisions made by clients.

Theodore Fall is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and affiliated with Charles Schwab since 2006. 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 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 itself from many enterprise wealth managers.

Christopher Dwulet is an advisor at Schwab Wealth Advisory with Series 66 and Series 63 designations and two years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and Charles Schwab & Co., Inc. since 2024. His prior experience includes roles at Ammo.com, Dream Connections International, and Q2 Solutions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, and investment recommendations based on 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 advisory services.

Jonathan Wilkin is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Schwab Wealth Advisory since 2011 and 2015, respectively. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

Shady Mansour is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and US Bank, as well as running Honest Brokerage and Book Keeping for ten years. Mansour is based in Minneapolis, MN. 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 offers annual financial reviews, retirement planning discussions, and investment recommendations, with final trading decisions made by clients.

Joseph Clifton is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 11 years of industry experience, including 6 years with Schwab Wealth Advisory and 12 years with Charles Schwab overall. He is based in Orlando, FL. 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 as an internal advisory unit within the Schwab ecosystem and delivers advice through standardized asset allocation models without exercising discretionary trading authority.

Zachary Green is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked in the construction sector with Arizona Tile and Stone Specialists and Sun West Builders. 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 Charles 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 advisory services.