Gregory Mantecon is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its program sponsored by Charles Schwab & Co., Inc. The firm delivers advice through Schwab’s standard asset allocation models and research tools, with investments recommended by its advisors but final trading decisions made by clients.

Ricky Parker is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and its affiliates since 1999. Parker is based in Orlando, FL, and has worked at Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset allocation models and research tools to guide investment recommendations while clients retain final trading decisions.

Hannah Tesch is a CFP® with six years of industry experience, currently working at Schwab Wealth Advisory, Inc. She has held roles at Charles Schwab Bank SSB, Charles Schwab, Farmers Financial Solutions, Farmers Insurance, and Ameriprise Financial. Her career includes a variety of financial services positions in the Minneapolis area. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm serves individual investors through a consultative process that includes annual financial reviews and investment recommendations, without exercising discretionary trading authority.

Regina Tsai is a CFP®-credentialed financial advisor with 21 years of industry experience. She has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2017 and previously spent one year at B|O|S. The firm provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients tailored financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models.

Raymond Schenk is a financial advisor at Schwab Wealth Advisory with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including The Vanguard Group and Wealth Enhancement Group. He is currently based in Phoenix, AZ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to guide investment recommendations while allowing clients to make final trading decisions.

Kevin Healy is a Certified Financial Planner (CFP®) with four years of industry experience, currently serving as an advisor at Schwab Wealth Advisory Inc. He has prior experience at Charles Schwab & Co., Inc., Fidelity Investments, and T. Rowe Price. Outside of finance, he previously worked in landscaping. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and delivers investment recommendations while clients maintain final decision authority.

Richard Peters is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN. He holds Series 63 and Series 66 credentials and has 14 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked at Charles Schwab since 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. 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.

David Bucannon is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at Charles Schwab and several mortgage and insurance-related firms. 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 and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Jesse Vega is a financial advisor at Schwab Wealth Advisory with Series 63 and 65 credentials and four years of industry experience. His prior roles include positions at Paradigm Advisors LLC, Portfolio Advisors, Inc., and Wells Fargo. Outside of finance, he has experience in education and operated a local escape room business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Phillip Battle is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Fidelity Investments, JP Morgan Chase, Bank of America, Merrill, and Nordstrom. Outside of his advisory role, he serves as a Coaches Coordinator for the Mountain View Athletic Association. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm delivers investment recommendations based on Schwab’s research tools and asset allocation models, with clients retaining final trading decisions, and conducts at least annual account reviews.

Madhavi Holay is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory in Irvine, CA. Her prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools. The firm delivers annual financial reviews and investment recommendations while clients retain final trading decisions.

Robert Mainz is a CFP® professional with 12 years of industry experience, currently affiliated with Schwab Wealth Advisory in Lone Tree, Colorado. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its model from many enterprise wealth managers.

Ryan Mcdaniel is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. He holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Shawn Mooring is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Charles Schwab, Robinhood Markets, Robinhood Financial, and TD Ameritrade. Outside of his advisory work, he is a member of Amarrage CO. LLC, a retail business connected to his wife’s candle sales and wedding planning services. 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 to recommend investments while leaving final trading decisions to clients.

Daniel Colluccio is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wilmington Trust, M&T Securities, and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Schwab's research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Troy Klunk is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Schwab Wealth Advisory and Charles Schwab in various capacities since 2014, with a brief tenure at Edward Jones in 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations based on standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Madeleine Beckmann is a CFP® with 22 years of experience in the financial industry. She is currently affiliated with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined these firms in 2022. Her prior experience includes roles at TD Ameritrade, Merrill, TIAA-CREF, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investments. The firm serves clients with annual financial reviews and wealth management education, while discretionary management is generally handled by affiliated or third-party money managers.

Seth Washington is a financial advisor with Schwab Wealth Advisory in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Fidelity Investments and Greystar. His background also includes experience in the food and retail sectors. Schwab Wealth Advisory 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 using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many peers.

Dane Breslo is a CFP® with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab and Prospera Financial Services Inc. Outside of his advisory work, he sells personal and collectible items on eBay. 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 to support wealth management and investment decisions.

Jiexi Li is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and one year of industry experience. Jiexi’s background includes roles at Charles Schwab since 2022 and prior work in education and business imports. 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 based on Schwab’s asset allocation models and research tools.