Colin Maurer is a financial advisor with Schwab Wealth Advisory, holding Series 65 and Series 66 licenses and starting his advisory career in 2026. His prior work experience includes positions at Charles Schwab & Co., Inc. and entrepreneurial activities in car detailing and pest solutions. Schwab Wealth Advisory, Inc. 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 internal research tools and standard asset-allocation models, with trades executed only upon client authorization.

Chandler Crespin is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab & Co. since 2022. His prior experience includes roles at TIAA-CREF, Tiaa, and Fidelity. 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, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s asset-allocation models and internal research tools, with client approval required for all trades.

Aaron Phelps is a financial advisor with Schwab Wealth Advisory, holding the Series 63, Series 65, and Series 66 certifications. He has 26 years of industry experience, including roles at Schwab Wealth Advisory since 2012 and Charles Schwab since 2005. He also worked briefly at Amsouth Investment Management Company. 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 and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Rodney Hampton is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Charles Schwab since 2008 and at the Walt Disney Company from 2007 to 2022. He is currently based in Altamonte Springs, FL. 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 and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools, with advice tailored to individual client goals and risk tolerance.

Miranda Bonde is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her previous roles include positions at Charles Schwab & Co., Gallagher Fiduciary Advisors, Osaic Wealth, Woodbury Financial Services, American United Life, OneAmerica Securities, LPL Financial, Futurity First, and ProEquities. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations driven by Schwab’s asset-allocation models and internal research tools.

Steven Marcano is a CFP® professional with 19 years of industry experience. He has worked at T. Rowe Price Investment Services, Inc. for 18 years before joining Schwab Wealth Advisory in 2025. He holds the Series 63 and Series 66 licenses and is based in Land O Lakes, Florida. 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 or referred by Charles Schwab & Co. The firm uses standardized asset-allocation models and internal research tools to offer guidance tailored to clients’ goals and risk tolerance, while trade execution requires client authorization.

Darin Bostic is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and its affiliates since 1999, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Schwab Wealth Advisory 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, using proprietary asset-allocation models and research tools to guide investment selection and portfolio reviews.

Joseph Domato is a Series 66-licensed financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2025 and previously spent five years with Ameriprise and one year with Northwestern Mutual. Schwab Wealth Advisory 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. The firm offers guidance on asset allocation and investment selection with trades executed only upon client authorization.

Micah Dean is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and has been with Schwab Wealth Advisory since 2021. Prior to joining Schwab, he held positions at Purdue University and Universal Studios Orlando. 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 proprietary asset-allocation models and research tools to offer tailored investment recommendations, while maintaining client authorization for all trades.

Michael Tanney is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He previously worked at Bank of America Merrill Lynch from 2013 to 2024 before joining Charles Schwab and Schwab Wealth Advisory. Outside of his advisory role, he owns and manages a condominium rental property. 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. The firm’s guidance is based on proprietary asset-allocation models and research tools, with client-tailored recommendations and executed trades authorized by clients.

Robin Wade is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and 22 years of industry experience. Wade has been with Schwab Wealth Advisory and Charles Schwab & Co. since 2016, following two years at Morgan Stanley. 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’s advice is based on standardized asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Vianny Minaya is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining Schwab Wealth Advisory in 2021, Minaya worked at Wells Fargo Clearing and Wells Fargo Bank. 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 approach includes guidance on asset allocation and investment selection, using standardized asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Steven Golden is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 1997 and with Schwab Wealth Advisory since 2012. Outside of his advisory role, he coaches high school baseball and is involved in college baseball recruiting as an HTML programmer. 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’s asset-allocation models and internal research tools while executing trades only with client authorization.

David Gould is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its advisory affiliates since 2008. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s services include asset allocation and investment selection guided by Charles Schwab’s proprietary models and research, with client trades executed only upon authorization.

Alexander Gido is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2026, he worked at Goldman Sachs from 2023 to 2026. 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 standard asset-allocation models and internal research tools, with reviews tailored to clients’ goals and risk tolerance.

Thomas Mcandrews is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory and has held various roles within Charles Schwab and its affiliated entities since 2006. Outside of his advisory work, he serves as a soccer referee for games in the Denver Metro Area. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Schwab’s internal research tools and standard asset-allocation models to guide investment decisions.

Benjamin Aeschliman is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, using standardized asset-allocation models and internal research tools. The firm delivers tailored recommendations through at-least-annual reviews and typically utilizes separately managed accounts managed by third-party or affiliated managers.

Alexandra Dahm is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Her prior roles include positions at Pathstone and Tatleaux Solar Group, as well as employment at the University of Colorado at Boulder and Wegmans. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach centers on asset allocation and investment selection guided by internal research tools and Schwab’s standard models, with trades executed only upon client authorization.

Tyler Schaefer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior experience includes roles at JPMorgan Chase, Bank of America, Merrill, and Wells Fargo. Outside of finance, he co-owns a dog breeding business and provides dog boarding and walking services. 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. The firm’s approach is based on Schwab’s asset-allocation models and internal research, with personalized recommendations and client-authorized trades.

Jonathan Crosby is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab, Protective Life Corporation, Private Client Services, RFG Advisory, Regions Bank, and BBVA Securities Inc. He is based in Phoenix, AZ. Schwab Wealth Advisory provides fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is guided by Schwab’s asset-allocation models and internal research, offering recommendations tailored to individual goals and risk tolerance without exercising discretionary trading authority.