Yusuf Bondae is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Schwab Wealth Advisory since 2020, following a decade at TIAA and TIAA-CREF. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using proprietary research tools, with final trading decisions made by clients.

Brian Dost is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2015. He has also been affiliated with Charles Schwab & Co., Inc. since 2010. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Evan Luchs is a financial advisor at Schwab Wealth Advisory with Series 65 and Series 63 licenses and four years of industry experience. He has worked at Charles Schwab since 2021 and previously held roles at Aflac, LSQ, and Moe's Southwest Grill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through Charles Schwab’s platform, offering services such as annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s standard asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many other enterprise wealth managers.

Heidi Schmidt is a Certified Financial Planner® with 24 years of experience in the financial services industry. She has been with Schwab Wealth Advisory Inc. since 2019 and previously worked at USAA in various financial planning and investment management roles from 2004 to 2019. Schmidt holds Series 63 and Series 65 registrations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers comprehensive financial reviews and investment recommendations using Schwab’s research tools and models, with final trading decisions made by clients.

Gene Almy Jr is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016. 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 and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Philip Hallford is a CFP® with 26 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory since 2015 and has worked at Charles Schwab & Co., Inc. since 2003. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Ibrahim Bakhit is a financial advisor with Schwab Wealth Advisory in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at TD Ameritrade for 14 years before joining Schwab Wealth Advisory and Charles Schwab and Co., Inc. in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual 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 Schwab and does not directly charge clients fees or exercise discretionary trading authority.

Daniel Chesler is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab entities. Outside of his advisory work, he owns a rental property. Schwab Wealth Advisory 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 research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not manage client accounts on a discretionary basis.

David Abramson is a Series 66 registered advisor with Schwab Wealth Advisory in Jersey City, NJ, and has eight years of industry experience. He previously worked at Invesco Ltd. for nine years and held roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC from 2022 to 2025. 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 uses Charles Schwab’s asset allocation models and research tools to guide clients, while clients retain final decision-making authority.

Matthew Jarrett is a CFP® with 26 years of industry experience. He has worked at Charles Schwab and related entities since 2009 and has been with Schwab Wealth Advisory since 2026. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with clients making final trading decisions.

Kevin Murphy is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1999, serving Schwab Wealth Advisory since 2012. Outside of his advisory role, he is a Class A member of Tiger Bay Farms, LLC, a venture formed to purchase and operate a tree farm in Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as 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.

Sophia Shorbe is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes roles at Charles Schwab & Co., Inc. and Grand Canyon Education. 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 guided by Schwab’s research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on personalized advice without exercising discretionary trading authority.

Parker Martinez is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab & Co., Inc. and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering annual financial reviews and investment recommendations using standard asset allocation models and Schwab research tools. The firm’s advice is delivered through a non-discretionary model, with final trading decisions made by clients.

Michael Cline is a financial advisor with Schwab Wealth Advisory Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2008 and with Schwab Wealth Advisory since 2012. 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 discussions, and investment recommendations across various asset classes. The firm uses standardized asset allocation models and Schwab research tools, delivering advice without discretionary trading authority and typically outsourcing discretionary management to affiliated or third-party managers.

Channing Longman is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, with prior roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is currently based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to recommend investments while clients retain final trading decisions.

Paul Tuomey is a Series 66-registered financial advisor with eight years of industry experience, currently with Schwab Wealth Advisory, Inc. He previously worked at Signature Premier Properties and served nine years with the National Basketball Association. Outside of his advisory role, Tuomey officiates college basketball games during non-market hours. 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 offer investment recommendations and annual account reviews without discretionary trading authority.

Hussein Essayli is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has previously worked at Charles Schwab, Bridgepoint Strategic Partners LLC, Advisor Referral Boost LLC, and PFS Investments Inc. 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. The firm employs standard asset allocation models and Schwab research tools, with advisors recommending allocations while clients retain final trading decisions.

Casey Zeringue is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and ten years of industry experience. His career includes roles at Schwab Wealth Advisory since 2026, TD Ameritrade from 2021 to 2024, and Charles Schwab Bank between 2017 and 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab, using standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Quienton Reynolds is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2008. Outside of his advisory work, he is involved in a family moving business based in St. Petersburg, Florida. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, planning discussions, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Sean Rhea is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Schwab Wealth Advisory since 2025, with prior experience at Charles Schwab and Streetlnks/Assurant. Based in Phoenix, AZ, he focuses on providing client investment advisory services. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm serves individual clients by providing financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients.