Tyrone Rivers is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has held positions at Charles Schwab, Fidelity Brokerage Services, Valic Financial Advisors, and TD Ameritrade. Outside of his advisory work, Tyrone maintains a blog that addresses cultural topics such as social interactions and the meaning of life. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

John Leacock is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 11 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has worked with Charles Schwab since 2013. Outside of his advisory role, Leacock serves on the Finance Committee at St. Charles Borromeo Catholic Church, where he participates in discussions and approvals related to church accounting and expenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm bases its guidance on proprietary asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Aaron Gallardo is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, RBC Capital Markets, Blackrock Fund Advisors, and Charles Schwab. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain 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-tailored recommendations and trades executed only with client authorization.

Adam Cansler is a CFP® professional with 17 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has held roles at Charles Schwab & Co., Inc. since 2011, with prior experience at Voya Financial Partners, LLC and Waddell & Reed. 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 follows standardized asset-allocation models and conducts at-least-annual reviews tailored to client goals and risk tolerance.

Haley Hausman is a CFP® with 11 years of experience in the financial industry. She is currently with Schwab Wealth Advisory and has prior experience at Charles Schwab Bank, TD Ameritrade, and Edward Jones. Outside of her advisory role, she works part-time selling tacos at the Minnesota State Fair through Taco King. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing a model-driven approach and third-party money managers for separately managed accounts.

Jordan Bommarito is a CFP® and Series 66 holder with four years of industry experience. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2021 following earlier roles at Charles Schwab & Co., Inc. and other organizations. 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 and financial planning. The firm’s approach is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Jesse Kellar is a financial advisor with Schwab Wealth Advisory Inc. in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Schwab Wealth Advisory since 2019 and Charles Schwab & Co., Inc. since 2016. 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, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools. The firm emphasizes client authorization for trades and typically recommends separately managed accounts managed by third-party or affiliated money managers.

Zane Sanders is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab Wealth Advisory, he has worked at Charles Schwab & Co. and held various roles including positions in campus recreation and ocean rescue. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services 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 asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Austin Pettitt is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience, including roles at Charles Schwab, TD Ameritrade, and service in the United States Army. Outside of financial advising, Pettitt works as a strength and conditioning coach specializing in sports performance and weight loss for active duty military personnel and others. 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 guidance is based on standard asset-allocation models and internal research tools and emphasizes client authorization for all trades.

Michael Keppler is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and with Charles Schwab & Co., Inc. since 2000. 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 referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations with at-least-annual reviews.

Joshua Gilbert is a CFP® and holds a Series 66 designation with 11 years of experience in the financial services industry. He has been with Charles Schwab and affiliated entities since 2014, currently serving as an advisor with Schwab Wealth Advisory in Indianapolis, IN. His prior roles include positions at Schwab Private Client Investment Advisory, Inc. and Valeo Financial 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’s services focus on asset allocation and investment selection using Schwab’s proprietary models and research, with client authorization required for all trades.

Ryan Buyer 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 within various entities of Charles Schwab since 2015. 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 guidance is based on standard asset-allocation models and internal research tools, with an emphasis on client authorization for trades and tailored recommendations aligned with individual goals and risk tolerance.

Valerie Pate is a CFP®-certified financial advisor at Schwab Wealth Advisory with 19 years of industry experience. She has worked at Charles Schwab Wealth Advisory since 2020 and had prior roles at Charles Schwab Bank and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm employs Charles Schwab’s asset-allocation models and research tools, delivering tailored recommendations based on client goals and risk tolerance.

Ryan Vehar is a CFP® professional with 26 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2012 and affiliated with Charles Schwab since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as the District Finance Committee Chair for the Boy Scouts of America Firebird District in Phoenix, Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with investment recommendations tailored to clients’ goals and risk tolerance.

Ja'lil Reynolds is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, and has been with the firm since 2026. Prior to joining Schwab, he spent time at Northwestern Mutual and focused on full-time education for several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and those referred by Charles Schwab & Co. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Jeffrey Cary is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 1999. 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 advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Yvonne Dolny is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2004, including 11 years with Charles Schwab Bank before joining Schwab Wealth Advisory in 2019. 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 relies on Schwab’s asset-allocation models and internal research, offering tailored recommendations reviewed at least annually.

David Bonar is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience and holds a Series 66 designation. He has worked at various entities within the Charles Schwab organization since 2015, including Charles Schwab & Co., Inc. and Charles Schwab Bank SBB. 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 utilizes Charles Schwab’s asset-allocation models and internal research tools to offer customized recommendations, while trades require client authorization.

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 several firms including Charles Schwab & Co., Ally Invest Advisors, TD Ameritrade, Ameriprise, and Russell Investments. 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 certain Charles Schwab & Co.-referred clients. The firm’s approach uses Schwab’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance, with trade execution requiring client authorization.

Irina Podmolska is a CFP® professional with eight years of experience in the financial services industry. She is currently with Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab, Bank of America, Merrill Lynch, and M&T Bank. Podmolska holds a Series 66 license. 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 certain Charles Schwab & Co.-referred clients. The firm’s investment approach relies on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.