Nicholas Hanson 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 and its affiliated advisory services since 2008. 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 advice is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations with client authorization required for trades.

Caden Wiles is a CFP® with five years of industry experience, currently affiliated with Schwab Wealth Advisory. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and The Vanguard Group. Schwab Wealth Advisory 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 approach utilizes internal research tools and standard asset-allocation models, with recommendations tailored to client goals and risk tolerance.

Orfeo Di Mizio is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. Prior to his financial services career, he spent over a decade at Luca Pizza di Roma. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s proprietary asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.

Matthew Hollosy is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has held positions at Charles Schwab & Co., Inc. and USAA Financial Planning Services, among others. Hollosy is based in Austin, TX. 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 utilizes Charles Schwab’s asset-allocation models and research tools, offering at-least-annual reviews and tailored recommendations without exercising discretionary trading authority.

Michael Felmet is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has been associated with Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations 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 Charles Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Shawn Mc Guire is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and also has experience with Charles Schwab & Co., Inc. dating back to 2021. Prior to his financial services career, he worked in retail and food service roles. 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 investment guidance is based on proprietary asset-allocation models and internal research, with client approvals required for all trades.

Jasmine Lee is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Morgan Stanley, Merrill Lynch, and Navy Federal Credit Union. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research tools, with investment decisions executed only upon client authorization.

Denisse Arambula is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Schwab Wealth Advisory since 2020 and has worked at Charles Schwab since 2017. Outside of advising, she has experience in healthcare services supporting payroll operations. Schwab Wealth Advisory serves clients enrolled in its program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools. The firm operates on a large scale with over 1,700 advisors and offers personalized recommendations without discretionary trading authority.

Olivia Harder is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she worked at Charles Schwab & Co., Inc. and has a background in retail management. 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 approach utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

Robert Bowen is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 23 years of industry experience. He has worked extensively with Charles Schwab and USAA-affiliated firms throughout his career. Schwab Wealth Advisory 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 guidance is based on standard asset-allocation models and internal research tools, with an emphasis on tailored recommendations aligned with clients’ goals and risk tolerance.

Andrew Vanhorn is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1994. Outside of his advisory role, he is an owner of a condominium in Steamboat Springs, Colorado. 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 advice is guided by standard asset-allocation models and internal research tools, with client authorization required for all trades.

George Holecsko is a CFP® and ChFC® with 18 years of industry experience. He currently works at Schwab Wealth Advisory Inc and has held various roles within Charles Schwab entities and USAA financial planning services. His career also includes a lengthy tenure at Dominos. 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 approach uses Charles Schwab’s asset-allocation models and internal research tools, delivering tailored investment recommendations without exercising discretionary trading authority.

Alexander Molnar is a CFP® professional with five years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has worked within the Charles Schwab organization since 2020. Molnar is a member of the Pokagon Band of Potawatomi. 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 services focus on asset allocation and investment selection using Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Jarret Jacobus is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He previously worked at Raymond James Financial Services and Chapel And Collins, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select referred clients, using Charles Schwab’s asset-allocation models and internal research tools to guide investment decisions.

Benjamin Milder is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at National Indemnity Company from 2015 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’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with reviews tailored annually to client goals and risk tolerance.

Jason Forsythe is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes over two decades at Lincoln Financial Distributors and six years at Merrill. 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 & Co.-referred clients. The firm offers guidance on asset allocation and investment selection based on proprietary research and standard models, with reviews tailored to individual clients’ goals and risk tolerance.

Timothy Lambson is a CFP®-certified financial advisor with Schwab Wealth Advisory in Phoenix, AZ, with 11 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2015 and with Schwab Wealth Advisory Inc. since 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, focusing on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools. The firm emphasizes customized recommendations aligned with clients’ goals and risk tolerance, without exercising discretionary trading authority.

Gary Gould is a financial advisor at Schwab Wealth Advisory with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2012, with prior experience at Charles Schwab, Harrisdirect LLC, and Wells Fargo Clearing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients in the Schwab Wealth Advisory program. The firm offers guidance on asset allocation and investment selection based on proprietary research and standard asset-allocation models, with client authorization required for all trades.

Brian Stauss is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Charles Schwab and Co., Inc., USAA Investment Management Company, and USAA Financial Advisors, Inc. Brian is based in Phoenix, AZ. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, 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 customized recommendations and annual reviews tailored to each client’s goals and risk tolerance.

Cameron Ali is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab & Co., Inc., PNC Bank, Trustco Bank, Homeland Vinyl Products, and 7-Eleven. Schwab Wealth Advisory 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 proprietary asset-allocation models and research tools, offering tailored recommendations while executing trades only with client authorization.