Christian Mc Entire is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at J.P. Morgan Securities and Fidelity Personal and Workplace Advisors. 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 & Co.-referred clients. The firm offers guidance on asset allocation and investment selection while executing trades only with client authorization, using Charles Schwab’s asset-allocation models and internal research tools.

Patrick Kilkenny is a financial advisor at Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. and held various roles outside of finance, including positions at Wal-Mart and Escape the Room AZ. 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–referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research, with trades executed only upon client authorization.

Jacob Wilder is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. He has also been involved in the beverage industry through The Long Drink Company and Kilroy's on Kirkwood. 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 and select Charles Schwab & Co.-referred clients. The firm’s advice is based on internal research and asset-allocation models, with a focus on client authorization for trades and annual portfolio reviews tailored to individual goals and risk tolerance.

Thomas Travaglini is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. since 2022. Prior to this, he worked at Charles Schwab and Co., Inc. and spent three years at Omni Montelucia Resort and Spa. 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’s approach is based on Schwab’s asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Jin Sub Hwang is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2017, following two years at Fidelity Brokerage Service LLC. Schwab Wealth Advisory serves clients 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 guided by proprietary asset-allocation models and internal research tools.

David Abed Rabboh is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at TD Ameritrade and Scottrade, Inc. He holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to offer tailored recommendations without exercising discretionary trading authority.

Vincent Tang is a CFP® professional with 18 years of experience in the financial industry. He has been with Schwab Wealth Advisory Inc. since 2012 and has worked at Charles Schwab since 2008. Based in Phoenix, AZ, he holds Series 63 and Series 66 licenses. 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 & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to deliver tailored guidance on asset allocation and investment selection, with trades executed only upon client authorization.

Dennis Beard Hammond is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Ameriprise Financial and Charles Schwab Bank, SSB. Outside of finance, he has held positions in educational and nonprofit organizations, including Cornerstone University and Bethany Christian Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations and relying largely on third-party or affiliated money managers for investment management.

Mitchell Mahoney is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Fidelity Investments. His prior work experience includes roles outside the financial industry at Jimmy John's and State Farm. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm provides guidance on asset allocation and investment selection using internal research tools and standard asset-allocation models, with trades executed only upon client authorization.

Justin Free is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing Services LLC, and Bank of America/Merrill. 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’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations while requiring client authorization for trades.

Caitlyn Brophy is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and seven years of industry experience. She has been with Charles Schwab and its affiliated entities since 2018. Prior to her financial services career, she worked at Monmouth University and had brief roles at Tallman Swim Club and Tomasello Winery Tasting Room. 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 certain Charles Schwab & Co.-referred clients. The firm emphasizes guidance on asset allocation and investment selection using proprietary models and internal research, with client authorization required for all trades.

Cuthbert Mbewe is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, and has 13 years of industry experience. He has held roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2017, as well as previous positions at SunTrust Advisory Services, Truist Investment Services, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s investment approach uses proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only after client approval.

Evon Harris is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade, J.P. Morgan Securities, Chase Investment Services, and MSI Financial Services. Based in Orlando, FL, he has been with Schwab Wealth Advisory and Charles Schwab & Co. since 2021. 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 Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to deliver at-least-annual reviews and tailored recommendations without exercising discretionary trading authority.

David Landrum is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab & Co., Charles Schwab Bank SSB, and several other firms across different industries. 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 & Co.-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with investment selections executed only upon client authorization.

Timothy Bickley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked across several Charles Schwab entities since 2013, including roles at Charles Schwab & Co., Charles Schwab Investment Advisory, and Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance. The firm operates with a distinctive compensation and oversight structure, serving a broad client base with a focus on separately managed accounts and a combination of proprietary and third-party investment options.

Tyler Gatlin is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he worked in the homebuilding industry with firms including Taylor Morrison Homes, Lokal Homes, and CalAtlantic Homes. 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 uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on each client’s goals and risk tolerance.

Weiji Li is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Los Angeles, CA. Prior to joining Schwab, Li worked at The Vanguard Group and Vanguard Marketing Corporation for six years. 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 Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Gerrard Raymond 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 Schwab Wealth Advisory since 2018, working within the Charles Schwab organization since 2013. 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 & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to deliver tailored recommendations, while clients retain control over trade executions.

Tina Ye is a CFP® professional with 16 years of industry experience. She is currently with Schwab Wealth Advisory, Inc., where she has worked since 2022. Her prior experience includes roles at MML Investors Services LLC, MassMutual Life Insurance Company, and Waddell & Reed. 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, using proprietary asset-allocation models and internal research tools to guide investment recommendations.

David Vincent is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. in Phoenix, AZ. He has been with Schwab Wealth Advisory since 2012 and has been affiliated with Charles Schwab & Co., Inc. since 2010. 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 guidance is based on proprietary asset-allocation models and internal research tools, offering recommendations tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.