Mojoyeoluwa Oni is a CFP® professional with four years of industry experience, currently advising at Schwab Wealth Advisory. Prior to this, Oni worked at JPMorgan Chase & Co., MIO Partners, and Truist Financial, among others. 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. The firm’s guidance is based on proprietary asset-allocation models and internal research, with at-least-annual reviews tailored to clients’ goals and risk tolerances.

Robert Lucker is a CFP® professional at Schwab Wealth Advisory with 27 years of industry experience. He has been with Charles Schwab since 1999 and joined Schwab Wealth Advisory, Inc. in 2015. 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. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment selection and conducts at-least-annual reviews tailored to clients’ goals and risk tolerance.

Bruce Vernon is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2020, he worked at Charles Schwab since 2017 and has held roles at Lyft, Uber, and Wells Fargo. Outside of his advisory work, he is involved in several business ventures, including ownership of companies in the travel tourism, retail collectibles, education, and equipment rental sectors. Schwab Wealth Advisory 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 Charles Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Taylor Thompson is a CFP®-certified financial advisor with 13 years of experience, currently with Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at The Vanguard Group and various Charles Schwab entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations.

Thanh Huy Tran 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 Schwab Wealth Advisory since 2018, including his current role since 2021. Prior to joining Schwab, Tran was with Wells Fargo from 2016 to 2018. 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 advice is based on Schwab’s asset-allocation models and research tools and involves at-least-annual reviews tailored to clients’ goals and risk tolerance.

Kyle Brady Lusk is a CFP® professional with eight years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2024. His prior experience includes roles at Pruco Securities, LLC and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co. referred clients. The firm’s approach is based on standard asset-allocation models and internal research tools, offering tailored recommendations with client authorization required for trades.

Angella Nakigozi is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Charles Schwab and Amazon, as well as entrepreneurship with Mam Foods LLC. 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, utilizing asset allocation models and internal research tools to guide investment decisions.

Aaron Pimentel is a Financial Consultant currently working with Fidelity Investments since 2022. He has built his career in the financial services industry, holding various roles that include Financial Consultant at E*TRADE from 2019 to 2022, Financial Counselor at Fisher Investments from 2018 to 2019, Financial Solutions Advisor at Merrill Lynch from 2015 to 2018, and Stockbroker at Scottrade from 2006 to 2015. Aaron focuses on acting as a trusted advocate to develop personalized financial plans aimed at helping families achieve their financial goals. He partners with clients by understanding their needs, objectives, and investment preferences, providing ongoing support and assistance to make informed financial decisions. Outside of his professional work, Aaron has personal interests in baseball, beach activities, fitness, football, and music.

Larry Chappell Jr. is a CFP® professional with 27 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. His prior roles include extensive tenure at USAA-affiliated firms and Charles Schwab entities dating back to 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools. The firm focuses on tailored recommendations with client-approved trade execution and features a distinctive operational structure affiliated with Charles Schwab & Co. and its associated entities.

Scott Shannon is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Staples, Health Management Systems, Papa John’s International, and The University of Texas at Dallas. 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 select Charles Schwab-referred clients. The firm’s guidance centers on asset allocation and investment selection, utilizing Charles Schwab’s internal research tools and standard asset-allocation models, with client authorization required for all trades.

Jake Anderson is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked within the Charles Schwab organization since 2009, including roles at Schwab Private Client Investment Advisory, Charles Schwab Bank, and Schwab Wealth Advisory Inc. 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 standardized asset-allocation models and internal research tools, offering tailored recommendations with trades executed only upon client authorization.

Jake Scanlon is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been with Charles Schwab since 2020. Outside of finance, he is involved in a family business, Room by Room: Total Home Remodeling, where he provides consulting assistance. 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 centered on asset allocation and investment selection. The firm uses Charles Schwab & Co.’s proprietary asset allocation models and research tools, conducting at-least-annual reviews tailored to clients’ goals and risk tolerance.

Andrew Gordon is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Schwab Wealth Advisory since 2021 and previously at Charles Schwab & Co., Inc. starting in 2018, as well as T. Rowe Price from 2016 to 2018. 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 based on Schwab’s standard asset-allocation models and internal research tools, conducting at-least-annual reviews tailored to clients’ goals and risk tolerance.

Sergei Zweibach is a CFP® and ChFC® professional with 11 years of experience in financial advisory services. He is currently with Schwab Wealth Advisory, Inc., having previously worked at Charles Schwab Bank, USAA Investment Management Company, USAA Financial Planning Services, and Securian Financial Services. Zweibach is based in San Antonio, TX. 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 offerings include guidance on asset allocation and investment selection, relying on Charles Schwab & Co.’s asset-allocation models and internal research tools, with trades requiring client authorization.

Joseph Price is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior work includes roles at The Vanguard Group, Von Urff & Associates, and Wawa, Inc. Schwab Wealth Advisory, Inc. serves clients in the Schwab Wealth Advisory program and certain referrals by Charles Schwab & Co., providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standardized asset-allocation models and internal research, with client authorization required for all trades.

Zach Ziros 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 firms including Charles Schwab & Co., Principal Advised Services, and Wells Fargo Clearing Services. His other business activities include providing retirement plan distribution advice as a consultant for Principal Advised Services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance is based on Schwab’s asset-allocation models and research tools, with client authorization required for all trades.

Amanda Legler is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her previous roles include positions at SYM Financial Advisors, Vertical Wealth, LLC, and Principal Financial Services. She is a council member of the Purdue University HTM Strategic Alliance Council, where she participates in discussions on educational program development. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Jennifer Fanelli Zastrow is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services and Morgan Stanley Smith Barney. 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 relies on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Bradley Siddons is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has held roles within Charles Schwab affiliates since 2011. Based in Indianapolis, IN, Siddons has worked across multiple Schwab entities, including Schwab Private Client Investment Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, executing trades only with client authorization.

Thomas Stewart is a CFP®-credentialed financial advisor with 22 years of industry experience, currently with Schwab Wealth Advisory, Inc. in Charlotte, NC. His prior experience includes roles at The Vanguard Group, Bank of America, Merrill Lynch, and operating his own financial planning practice. Outside of advising, he and his wife occasionally rent out a residential condominium to vacationers. 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, focusing on asset allocation and investment selection with trades executed only upon client approval. The firm uses proprietary research tools and models while typically recommending separately managed accounts managed by third parties or affiliates.