Jake Meyer is an advisor at Schwab Wealth Advisory with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Schwab Wealth Advisory, he held roles at Charles Schwab & Co., Inc., Whole Foods Market, and Copper Creek Construction. 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 internal asset allocation models and research tools, offering customized recommendations without exercising discretionary trading authority.

Kathleen Cashatt is a CFP® professional with 24 years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., Schwab Private Client Investment Advisory, USAA Financial Planning Services, and Merrill. 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 asset-allocation models and internal research tools to tailor recommendations to clients’ goals and risk tolerance.

Jessica Faleao is a CFP® professional with eight years of experience in the financial services industry. She has been with Charles Schwab and Schwab Wealth Advisory since 2018, serving clients in Lone Tree, CO. Her earlier work includes roles outside finance, such as positions at TGI Fridays and Deseret International Charities. 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’s investment approach is based on Charles Schwab & Co.’s asset allocation models and internal research tools, offering tailored recommendations reviewed annually.

Scott Shoates is a CFP® certified financial advisor with 21 years of industry experience. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2018 through various affiliated entities. Prior to this, he held roles at Fidelity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm emphasizes asset allocation and investment selection guidance based on proprietary research and standardized models, with individualized recommendations aligned to client goals and risk profiles.

Dale Rottschafer is a financial advisor at Schwab Wealth Advisory with CFP® and CFA® designations and five years of industry experience. He previously worked at Envestnet, Inc. for 13 years and co-owned a real estate business managing tenant relations and property maintenance. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Thomas Warren is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 10 years of experience, currently serving as an advisor at Schwab Wealth Advisory. His career includes roles at Charles Schwab and Morgan Stanley. 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 referrals, using proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Andrew Cocchia is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He previously worked at THE Vanguard Group, Inc. for 18 years before joining Schwab in 2022. He holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver personalized guidance on investment selection and wealth management, with trades executed only upon client authorization.

John Singletary is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2003. He holds Series 63 and Series 65 licenses. 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 uses Charles Schwab’s asset-allocation models and research tools to guide investment decisions, with reviews and recommendations tailored to client goals and risk tolerance.

Roy Plumlee is a CFP® professional with 31 years of industry experience. He currently serves as a financial advisor at Schwab Wealth Advisory Inc., where he has worked since 2021. His prior experience includes roles at USAA Investment Management Company, USAA Financial Advisors, Inc., and Charles Schwab. 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 utilizes Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Sarah Samm is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Her prior work includes roles at Charles Schwab & Co., Texas Trust Credit Union, and Walmart, as well as several years of full-time education and positions in retail and event management. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co., providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on internal asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Rune Nordhagen is a financial advisor at Schwab Wealth Advisory with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab & Co., Inc. since 2007, with previous experience at Guardian Life. Outside of finance, he has business experience in operating laundromats. 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’s approach includes guidance on asset allocation and investment selection based on proprietary models and research, with client authorization required for all trades.

Jacob Khairallah is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2021. Prior to his advisory roles, he held positions in the hospitality sector with Hilton Hotels & Resorts and DoubleTree by Hilton. 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 focuses on asset allocation and investment selection guided by Charles Schwab’s internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Timothy Kee is a CFP® professional with 28 years of industry experience, currently serving at Schwab Wealth Advisory. He has a longstanding career with Charles Schwab, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Based in Phoenix, AZ, Kee holds Series 63 and Series 65 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm focuses on tailored recommendations with at-least-annual reviews and emphasizes client authorization for all trades.

Elijah Martinez is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO. He holds Series 63 and Series 66 licenses and has five years of experience in the industry. His prior work includes roles at Charles Schwab and Elevation Corporate Health. 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 based on Charles Schwab’s asset-allocation models and internal research tools.

Michael Brown is a CFP® with 10 years of industry experience and is currently an advisor at Schwab Wealth Advisory, where he has worked since 2026. Prior to this, he held roles at Charles Schwab and Co., Inc. and USAA Financial Planning Services. 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 Schwab-referred clients. The firm focuses on asset allocation and investment selection guided by proprietary research and models, with recommendations tailored to client goals and risk tolerance.

Corey Burkhart is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and related entities since 2003, with prior experience at State Farm and TIAA-CREF. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its SWA program, using proprietary asset-allocation models and internal research tools. The firm guides clients on asset allocation and investment selection, with trades executed only after client authorization.

Sarah Walkinshaw is a CFP® with 11 years of experience in the financial services industry, currently serving as an advisor at Schwab Wealth Advisory. Her prior roles include positions at Charles Schwab & Co., Royal Alliance Associates, and Retirement Plan Management. Outside of her advisory work, she is active in her community as the Teacher Appreciation Chair for the Roanoke Elementary School PTA and Cubmaster for a local Scouting America Cub Scout Pack. 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. The firm’s advice is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Derek Walls is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab since 2004 and with Schwab Wealth Advisory since 2012. Outside of his advisory role, he serves as Chairman and Advisor for the Kappa Leadership Development League, a youth mentoring program, and is a Board of Director at The Experience Christian Center in Orlando, FL. 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 referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with trades executed only upon client authorization.

Sebastian Paz is a financial advisor at Schwab Wealth Advisory, Inc. in Orlando, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Grove Bank & Trust, and JLM Advisors. 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 point-in-time wealth management consultations based on Charles Schwab’s asset-allocation models and research tools.

Andrew Bishton is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 designations and has 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. 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 uses proprietary asset-allocation models and internal research tools to guide investment decisions, with recommendations tailored to clients' goals and risk tolerance.