Wesley Burroughs is a CFP® professional with six years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Snider Retirement Strategies, Coldstream Wealth Management, LPL Financial, Equitable Advisors, Chase, and Wells Fargo. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm focuses on asset allocation and investment selection guided by internal research tools and standard models, with client authorization required for trades and annual reviews tailored to individual goals and risk tolerance.

Loren Archuleta is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2018 and previously spent three years with Wells Fargo Bank N.A. Loren is based in Lone Tree, Colorado. 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 uses proprietary asset-allocation models and research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Thomas Hosty is a CFP® and ChFC® with 11 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked at Charles Schwab since 2017. His prior experience includes roles at Northwestern Mutual Wealth Management Company and MARK WISE Financial. 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 uses Charles Schwab's asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Robin Roden is a CFP® professional with 21 years of experience in the financial services industry. She is currently with Schwab Wealth Advisory, Inc., where she has worked since 2026, following roles at Charles Schwab, TD Ameritrade, and TIAA-CREF. Her background includes a mix of advisory and insurance services across several firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm’s advice is based on internal research and standard asset-allocation models, with trades executed only upon client authorization.

Wanda Gray is a CFP® professional with 15 years of experience in financial advising, currently with Schwab Wealth Advisory. Her prior roles include positions at Charles Schwab & Co., The Vanguard Group, TD Ameritrade, TIAA, Wells Fargo, and Ameriprise. She is also a co-owner of a trucking company and serves as a board member for the Mesquite Housing Authority. Schwab Wealth Advisory 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’s guidance is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Johnnie Harris is a financial advisor at Schwab Wealth Advisory with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2021. His prior experience includes roles at Financial Engines Advisors L.L.C., Sagepoint Financial, Inc., and Advisor Group in Arizona. Outside of advising, he is a part owner of Robinson Airport Shuttle, a transportation business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice 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 utilizes Schwab’s proprietary asset-allocation models and research tools, delivering tailored recommendations without exercising discretionary trading authority.

Robyn Carlson is a Financial Consultant currently working with Fidelity Investments since 2024. She collaborates with individuals and families to co-create and implement comprehensive financial plans tailored to different life stages. Robyn's professional experience includes roles as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2022 to 2024, and as a Financial Advisor Associate at Bankoh Advisors from 2019 to 2022. Her expertise encompasses guiding clients through financial planning to work towards financial freedom. Outside of her professional role, Robyn engages in interests such as art, cooking and baking, fitness, hiking, painting, and volunteering.

Monica Zamfir is a CFP® professional with 15 years of industry experience. She is currently with Schwab Wealth Advisory, Inc. and has previously worked at firms including American Global Wealth Management, Cape Investment Advisory, Fidelity Investments, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for 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 tailor recommendations based on individual goals and risk tolerance, with trades executed only upon client authorization.

Christopher Byrd is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Charles Schwab & Co., Charles Schwab Bank SSB, USAA Investment Management Company, USAA Financial Planning Services, and J.P. Morgan Securities. Outside of finance, he is a passive partner in Byrd Craft, LLC, a clothing and jewelry distribution business. 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 investment guidance is based on proprietary asset-allocation models and internal research, with at least annual reviews tailored to clients’ goals and risk tolerance.

Jared Weiss is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at The Vanguard Group, USAA, and Prudential, among others. Outside of finance, he has been involved with Desert Dogs Baseball and Pioneer Winter Wonderland. 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 guidance focuses on asset allocation and investment selection using Charles Schwab’s internal research tools and standard models, with client authorization required for all trades.

Carolyn Ngo is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 18 years of industry experience. She is currently with Schwab Wealth Advisory and has prior experience at USAA Investment Management Company and USAA Financial Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, delivering customized recommendations without exercising discretionary trading authority.

David Corkum is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., having also worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TDAmeritrade, Inc., and Fidelity. 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’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with a focus on tailored recommendations and client authorization for trades.

Morgan Hemauer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Lone Tree, CO. Prior to this role, Hemauer held positions at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Outside of finance, Hemauer provides dog walking and pet sitting services on a part-time basis. Schwab Wealth Advisory, Inc. delivers non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm emphasizes tailored asset allocation and investment selection, using proprietary research tools and at least annual reviews without exercising discretionary trading authority.

Jordan Kerney is a financial advisor at Schwab Wealth Advisory with Series 66 credentials. Based in Orlando, FL, he began his advisory career in 2026 with Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. Prior to this, he held various roles across multiple industries including hospitality and retail. 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 uses proprietary asset-allocation models and internal research tools to guide investment selections, delivering tailored recommendations with client authorization required for trades.

Joanna Peters is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has held roles at Vanguard, Fidelity Brokerage Services, and Charles Schwab, among others. In addition to her advisory work, Joanna teaches virtual courses as an adjunct faculty member at Grand Canyon University. 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 emphasizes client-authorized trades and uses Charles Schwab’s asset allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance.

Nathan Smith is a Series 66-licensed financial advisor with 20 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been since 2025, and previously spent 19 years at TD Ameritrade, Inc. Nathan is based in Westlake, 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 and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to individual client goals and risk tolerance.

Douglas Carter is a financial advisor at Schwab Wealth Advisory with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., Inc., TD Ameritrade, and Nations Financial Group. Carter is based in Omaha, NE. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s standard asset-allocation models and research tools to guide investment decisions, offering tailored recommendations without exercising discretionary trading authority.

Kyle Nelson is a CFP® professional with 12 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory, Inc., having been with various Charles Schwab entities since 2016. His background includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. 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 guidance is based on proprietary asset-allocation models and internal research tools, with a focus on individualized recommendations aligned to client goals and risk tolerance.

John Courier is a CFA® charterholder with 26 years of industry experience. He currently works at Schwab Wealth Advisory and Charles Schwab, where he has been since 2022. His prior experience includes long tenures at Russell Investments and Northwestern Mutual. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain CS&Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm relies on Charles Schwab & Co.’s asset allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Anthony Jones is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Schwab Wealth Advisory since 2018, also working at Charles Schwab and previously at Ultimate Home Services. Outside of his advisory role, he owns TOJO Leather, a small business creating and selling personal leather goods. 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 offers guidance on asset allocation and investment selection using proprietary asset-allocation models and internal research, delivering tailored recommendations without exercising discretionary trading authority.