Daniel Stanush is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 2011. 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’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, with advice tailored to clients’ goals and risk tolerance and trades executed only with client authorization.

Carlo Freese is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Charles Schwab since 2002 and with Schwab Wealth Advisory since 2012. Based in Indianapolis, IN, his career includes over two decades within the Schwab organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily 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, focusing on client goals and risk tolerance, with trades executed only upon client authorization.

David Amstutz III is a CFP® professional based in Indianapolis, IN, with nine years of industry experience. He has been with Schwab Wealth Advisory since 2018 and Charles Schwab since 2017. In addition to his financial advisory roles, he has been affiliated with the University of Indianapolis since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm employs Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, without exercising discretionary trading authority.

Glen Mc Dowell is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and five years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and previously held roles at Charles Schwab & Co., Inc. and Merrill. His background also includes a three-year tenure at Yelp. 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 and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research, with trades executed only upon client authorization.

Andrea Gustafson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at Fidelity before joining Charles Schwab and Schwab Wealth Advisory. Outside of her advisory role, she serves on the board of the nonprofit organization GallantFew and owns My Social Secretary, a website focused on event planning and organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm employs asset-allocation models and internal research tools to tailor recommendations with annual reviews, and its services include guidance on mutual funds, ETFs, separately managed accounts, and alternative investments.

Timothy Sweeney is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Great Lakes Advisors, Wintrust Investments, and Charles Schwab. He is based in Berkeley, CA. 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 guidance focuses on asset allocation and investment selection using internal research tools and standard asset-allocation models, with trades executed only upon client authorization.

Curtis Westrich is a CFP® professional at Schwab Wealth Advisory with 15 years of experience in the financial services industry. His career includes roles at Charles Schwab, Moss Adams Wealth Advisors LLC, Mariner Wealth Advisors, and Providers Wealth LLC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients with 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, providing tailored recommendations without exercising discretionary trading authority.

Brian Omohundro is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2020 and previously spent five years at Kasasa. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with portfolio adjustments made only upon client authorization.

Victoria Wood is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co. and Fidelity Investments. 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 guidance is based on Schwab’s asset allocation models and research tools, offering tailored recommendations reviewed at least annually.

Stephen Sexton is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2006. Based in Indianapolis, IN, he began his role at Schwab Wealth Advisory in 2025. 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. The firm employs Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

Eric Nielsen 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 & Co., Inc. since 2007 and Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to guide asset allocation and investment selection with annual reviews tailored to client goals and risk tolerance.

Andrew Johnson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Charles Schwab since 2021 and has prior experience at firms including Infosys and The Vanguard Group. 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, using proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Chris Anoya is a CFA® charterholder with 13 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab, having joined in 2025 after roles at Fidelity Investments and Fisher Investments. 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 based on Schwab’s proprietary asset-allocation models and research tools.

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 the Arizona Army National Guard. 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 select Charles Schwab & Co.-referred clients. The firm’s guidance is based on internal research and asset-allocation models, with trades executed only upon client authorization.

Adam Rogers is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 2010. Outside of his advisory role, he officiates youth and high school ice hockey games in Colorado as an independent contractor. 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, financial planning, and wealth management consultations. The firm’s advice is based on standardized asset-allocation models and internal research tools, with client authorization required for trades.

Alexander Jarrett is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2021, following roles in engineering and environmental services. 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. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with annual reviews while executing trades only with client authorization.

Joseph Reyes is a CFP® professional with 21 years of experience in financial advising. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2026, and has been affiliated with Charles Schwab and related entities since 2013. Prior to that, he held roles at USAA Financial Planning Services and USAA Investment Services Company. 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 proprietary asset allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Donald Graf is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Charles Schwab since 2011 and with Schwab Wealth Advisory since 2022. 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 and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with trades executed only upon client authorization.

Eric Baytala is a financial advisor with Schwab Wealth Advisory, holding CFP® and ChFC® designations and possessing 17 years of industry experience. He has worked at Charles Schwab in various capacities since 2014 and was previously employed at Fidelity from 2011 to 2014. Schwab Wealth Advisory, Inc. provides fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment decisions, offering non-discretionary advice with personalized reviews based on client goals and risk tolerance.

Matthew Burger is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab, The Travelers Indemnity Company, Plymouth Rock Assurance, and US Health Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, offering tailored guidance on asset allocation and investment selection based on Charles Schwab & Co.’s models and research tools. The firm serves a large client base and utilizes third-party or affiliated money managers for separately managed accounts.