Zackary Meier is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., The Boeing Company, Glendale Union High School District, and served in the Arizona Army National Guard. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools.

Adam Rogers is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory and Charles Schwab. Outside of his advisory work, he officiates youth and high school ice hockey games as an independent contractor. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models and research tools, with final trading decisions made by clients.

Alexander Jarrett 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, Tetra Tech Engineering Services, and Golars Environmental. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, 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 directly charge clients fees or exercise discretionary trading authority.

Donald Graf is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2011, joining Schwab Wealth Advisory in 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations. The firm uses Schwab's asset allocation models and research tools, with advisors recommending allocations but leaving final trading decisions to clients.

Eric Baytala is a financial advisor with Schwab Wealth Advisory in Chicago, IL, holding the CFP® and ChFC® designations and carrying 17 years of industry experience. He has been with Charles Schwab-affiliated firms since 2014, including Schwab Wealth Advisory since 2023. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers wealth management education along with investment recommendations across a range of securities.

Matthew Burger is a financial advisor with Schwab Wealth Advisory and holds the Series 66 designation. He has one year of experience in advisory roles and has previously worked at Charles Schwab, The Travelers Indemnity Company, Plymouth Rock Assurance, US Health Advisors, and in the retail sector. 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 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 for its services.

Nicholas Hanson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 2008. 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. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standardized asset allocation models and research tools while leaving final trading decisions to clients.

Caden Wiles is a CFP® and holds a Series 66 license with five years of industry experience. He is currently an advisor at Schwab Wealth Advisory and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., The Vanguard Group, and Road Runner Sports. Wiles is based in Irvine, CA. 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 using Charles Schwab’s proprietary tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Michael Felmet is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with Schwab Wealth Advisory since 2018, working within the Charles Schwab organization since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to deliver investment recommendations while leaving final trading decisions to clients, conducting annual account reviews without discretionary trading authority.

Shawn Mc Guire is a financial advisor with Schwab Wealth Advisory, Inc. in Westlake, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. since 2021 and has a background including roles at Famous Footwear and Northwest Missouri State University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes using Schwab’s research tools and asset allocation models.

Jasmine Lee is a CFP®-designated financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, bringing four years of industry experience. Her career includes roles at Charles Schwab & Co., Morgan Stanley, Merrill Lynch, and Navy Federal Credit Union. 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 using Schwab's proprietary research tools and asset allocation models.

Denisse Arambula is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Schwab Wealth Advisory since 2020 and Charles Schwab since 2017. Prior to her current roles, she worked at First Savings Bank and briefly at Abrazo Pas LLC, where she also performed payroll assistance. Schwab Wealth Advisory 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 conducts annual account reviews and offers investment recommendations while leaving final trading decisions to clients.

Olivia Harder is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 65 and Series 63 licenses. Prior to her current role, she worked at Charles Schwab & Co., Inc. and has experience in retail settings including Salon Dulay and LOFT Outlet. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using proprietary allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Robert Bowen is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. He holds a Series 66 designation and has worked previously at USAA Investment Management Company and USAA Financial Advisors Inc. Bowen operates out of Phoenix, AZ. 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 various asset classes. The firm uses Schwab’s research tools and standard asset allocation models, with final trading decisions made by clients.

Andrew Vanhorn is a financial advisor at Schwab Wealth Advisory with 32 years of industry experience. He has been with Charles Schwab since 1994, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Outside of his advisory work, he owns a condominium in Steamboat Springs, Colorado. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using Charles Schwab’s asset allocation models and research tools, focusing on annual reviews and client-directed investment decisions rather than discretionary portfolio management.

George Holecsko is a CFP® and ChFC® with 18 years of industry experience. He is currently with Schwab Wealth Advisory and has worked previously at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and USAA's various financial planning and investment management divisions. 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 a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools, with clients retaining final trading decisions.

Alexander Molnar is a CFP®-credentialed financial advisor with Schwab Wealth Advisory, Inc., based in Indianapolis, IN, and has four years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has been associated with Charles Schwab & Co., Inc. since 2020. He is a member of the Pokagon Band of Potawatomi. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm focuses on annual financial reviews and recommendations without discretionary trading authority, operating as an internal advisory unit within the Schwab ecosystem.

Jarret Jacobus is a CFP® and holds a Series 66 designation with 14 years of industry experience. He currently serves as a financial advisor at Schwab Wealth Advisory Inc., joining the firm in 2022 after spending a decade at Raymond James Financial Services and Chapel And Collins, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations across various asset classes while clients retain final trading decisions. The firm operates within the Schwab ecosystem and focuses on annual account reviews without discretionary trading authority.

Benjamin Milder is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Schwab Wealth Advisory in 2021, he worked at National Indemnity Company from 2015 to 2018. 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 clients through annual reviews and investment recommendations, with final trading decisions left to clients.

Jason Forsythe is a CFP® professional with 27 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. Prior to joining Schwab, he spent 21 years with Lincoln Financial Distributors. He holds Series 63 and Series 65 licenses. 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 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 exercise discretionary trading authority.