Samantha Isherwood is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and three years of industry experience. She has worked at Schwab Wealth Advisory and Charles Schwab since 2022 and has prior experience in corporate and educational settings. 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 uses standardized asset-allocation models and internal research tools to tailor investment recommendations, with trades executed only upon client authorization.

David Sourk is a CFP® professional with 19 years of industry experience, currently with Schwab Wealth Advisory in Phoenix, AZ. He previously worked for The Vanguard Group, Inc. for 10 years before joining Charles Schwab and Schwab Wealth Advisory in 2025. Outside of financial services, he owned and managed a small courier business that also offered mobile notary and process service. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to guide investment selection, relying on client authorization for trades and offering tailored recommendations based on individual goals and risk tolerance.

Brent Hultquist is a Series 65-licensed advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab Wealth Advisory, he worked for 12 years at Shortridge, Fitzke & Hultquist, P.C., followed by six years at Hultquist Law Firm, LLC. 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 is based on standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

John Lombardi is a CFP® professional with 16 years of industry experience, currently serving at Schwab Wealth Advisory. His career includes roles at Charles Schwab & Co., LPL Financial, Lincoln Financial Securities, and several other firms. 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, using Charles Schwab’s internal research tools and standard asset-allocation models to guide investment selection and asset allocation.

Ainsley Stone is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Uber for six years. 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 uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selections, with client-authorized trade execution and tailored recommendations based on individual goals and risk tolerance.

Samuel Goddard is a CFP®, CFA®, and holds a Series 66 license with six years of industry experience. He is currently a financial advisor at Schwab Wealth Advisory and previously worked at Morgan Stanley and Voya. Outside of finance, he has experience working at Colorado College and in the hospitality industry. 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-referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations to clients’ goals and risk tolerance without exercising discretionary trading authority.

Adam Leatherby is a CFP® professional with 12 years of industry experience, currently advising at Schwab Wealth Advisory. His career includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining Schwab Wealth Advisory and Charles Schwab in 2025. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab referral clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s guidance is based on proprietary asset-allocation models and internal research tools, with client accounts reviewed at least annually.

William Mc Mannis is a CFP® professional with 12 years of industry experience currently at Schwab Wealth Advisory Inc. He has worked at several firms including Charles Schwab & Co., Inc., LPL Financial, Collier Financial, TIAA, and JPMorgan Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Andrew Porter is a CFP® certificant with 19 years of industry experience. He has worked at Schwab Wealth Advisory, Inc. since 2025 and has a background at Charles Schwab & Co., Inc. dating back to 2016, including prior roles at Schwab Private Client Investment Advisory, Inc. and Vanguard Advisers. He is based in Phoenix, AZ. 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 guidance, based on Schwab’s asset-allocation models and research tools, includes recommendations on mutual funds, ETFs, SMAs, and alternative investments, with client authorization required for trades.

Joseph Gibalski is a CFP® professional at Schwab Wealth Advisory with seven years of industry experience. He previously worked at Fidelity Investments and has experience at multiple trading firms. 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-referred clients. The firm’s advice follows Charles Schwab & Co.’s asset-allocation models and internal research, offering at-least-annual reviews tailored to individual client goals and risk tolerance.

Yongze Shao is a CFP® professional with three years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL. His career includes roles at Charles Schwab & Co., Inc. and prior experience in education and business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing firm-developed asset allocation models and conducting at-least-annual reviews tailored to client goals and risk tolerance.

Allyson Bolinger is a CFP® professional with five years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2023. Her background includes roles at Charles Schwab & Co., Inc., Indiana Mills and Manufacturing, Farm Credit Mid America, and Purdue University. 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, using proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Susan Naes is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at Charles Schwab and Schwab Wealth Advisory since 2017 and previously spent two years at Merrill Lynch Pierce Fenner & Smith. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

William Collins is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., based in Indianapolis, IN. He has 18 years of industry experience, including roles at Morgan Stanley, William Blair, and J.P. Morgan Securities. He has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2017. 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 offers guidance on asset allocation and investment selection using Schwab’s proprietary models and research, with personalized recommendations reviewed at least annually.

Stephanie Lopez is a CFP® professional with 10 years of industry experience, currently serving as a Wealth Advisor at Schwab Wealth Advisory. She previously worked at JP Morgan in various capacities from 2016 to 2024. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Christopher Bentley is a CFP® professional with 15 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and has previously worked at firms including Beacon Pointe Advisors, Joslin Capital Advisors, TD Ameritrade, Bank of America, and Waddell & Reed. 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 includes guidance on asset allocation and investment selection, using proprietary models and internal research tools, with trades executed only upon client authorization.

Kevin Madigan is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Fisher Investments, Wela Strategies, Inc., and E*Trade Securities. Outside of his advisory role, he is involved as a high school soccer referee with the Georgia Soccer Officials Association. Schwab Wealth Advisory 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 to tailor recommendations based on client goals and risk tolerance.

Stephanie Shadel is a CFP®-certified financial advisor at Schwab Wealth Advisory with 16 years of industry experience. She has been with Schwab Wealth Advisory since 2014 and has worked at Charles Schwab since 2009. She rents a personal residence to a friend. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s proprietary asset-allocation models and research tools.

Nathaniel Jung is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2009, joining Schwab Wealth Advisory in 2015. 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 selected referrals. The firm uses Charles Schwab & Co.’s asset allocation models and research tools to offer tailored recommendations while maintaining client authorization for all trades.

Conor Cetola is a financial advisor at Schwab Wealth Advisory, Inc. in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His background includes roles at Fidelity Investments and Charles Schwab & Co., Inc. prior to joining Schwab Wealth Advisory. 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 or referred by Charles Schwab & Co., focusing on asset allocation and investment selection guided by internal research tools and standardized models.