Kevin Murphy is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He has been with Charles Schwab in various capacities since 1999 and joined Schwab Wealth Advisory in 2012. Outside of his advisory role, he is a Class A member of Tiger Bay Farms, LLC, which manages a tree farm in the Tiger Bay State Forest. 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 using Schwab’s proprietary research and models, with at-least-annual reviews tailored to clients’ goals and risk tolerance.

Sophia Shorbe is a financial advisor at Schwab Wealth Advisory, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023. Prior to her current role, her background includes positions in education and conference center management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses standardized asset-allocation models and internal research tools to guide investment selection, with recommendations tailored to each client’s goals and risk tolerance.

Parker Martinez is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at Fidelity Investments and Charles Schwab & Co., Inc. prior to joining Schwab Wealth Advisory. 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-referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Michael Cline is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory Inc. since 2012, as well as with Charles Schwab & Co., Inc. since 2008. 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 approach uses standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance and requires client authorization for trades.

Victor Alarcon is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, he worked at Starbucks and TSF Sportswear. He is based in Orlando, FL. 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 is based on proprietary asset-allocation models and internal research, with recommendations tailored to each client’s goals and risk tolerance.

Channing Longman is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program, using a model-driven approach based on Charles Schwab & Co.’s research tools and standard asset-allocation models.

Paul Tuomey is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at BlackRock Fund Advisors and Eagle Strategies, and he has a background as a basketball official for college contests outside of market hours. Schwab Wealth Advisory serves clients 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 tailor recommendations based on clients’ goals and risk tolerance.

Hussein Essayli is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory. His career includes roles at Charles Schwab and Bridgepoint Strategic Partners LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program, using standardized asset-allocation models and internal research tools while requiring client authorization for trades.

Casey Zeringue is a Series 66 licensed financial advisor with 10 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at TD Ameritrade, Charles Schwab Bank, Charles Schwab & Co., Inc., and Precision Ops Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm follows established asset-allocation models and offers tailored recommendations based on client goals and risk tolerance, with account management typically delegated to third-party or affiliated money managers.

Quienton Reynolds is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and its affiliates since 2008. Outside of his advisory role, he is involved in a family moving business based in St. Petersburg, Florida. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program, using Charles Schwab’s proprietary asset-allocation models and internal research tools. The firm offers tailored recommendations but does not exercise discretionary trading authority.

Sean Rhea is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Charles Schwab since 2018 and previously spent eight years at Streetlnks/Assurant. 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 relies on Charles Schwab’s asset-allocation models and internal research tools, offering recommendations tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Lauren Cook is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Schwab Wealth Advisory, where she has worked since 2021, following roles at Truist Advisory Services, BB&T Securities, Equity Services, and Thoroughbred Advisors/National Life Group. Based in Indianapolis, IN, she advises clients within Schwab's wealth management framework. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s services focus on asset allocation and investment selection using Schwab’s proprietary research and standard models, with trades requiring client authorization and reviews conducted at least annually.

Michael Abbott is a CFP® and ChFC® with 32 years of experience in the financial industry. He currently works at Schwab Wealth Advisory, Inc. and has previously held positions at Charles Schwab & Co., UBS Financial Services, The Leaders Group Inc, and TPG Financial. 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 referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with a focus on client goals and risk tolerance, and trades are executed only with client authorization.

Leland Kraus is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Kraus holds Series 63 and Series 66 licenses and is based in Saint Louis, MO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to deliver tailored recommendations. The firm is affiliated with Charles Schwab & Co. and serves clients through a high-touch approach that involves annual reviews and guidance on a range of investment options.

Nathan Mc Crillis is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 17 years of industry experience. He has worked at Schwab Wealth Advisory since 2016 and has been affiliated with Charles Schwab & Co., Inc. since 2013. His prior roles include positions at Raymond James Financial, PNC Wealth Management, SII Investments, and Thrivent Investment Management. Schwab Wealth Advisory, Inc. 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 guidance is based on internal research tools and asset-allocation models, with a focus on client goals and risk tolerance, and trades are executed only with client authorization.

David Gomez is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc. and held positions at Ashley Furniture Industries and other companies. 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. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations while executing trades only with client authorization.

Travis Mott is a CFP® with 22 years of industry experience, currently serving at Schwab Wealth Advisory. He has been with Charles Schwab & Co. and Schwab Wealth Advisory since 2018 and previously worked at USAA Financial Planning Services and related affiliates for over a decade. Schwab Wealth Advisory provides fiduciary investment advice, financial planning, and wealth management consultations primarily to clients 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 tools, with a focus on client goals and risk tolerance, and it operates without discretionary trading authority.

Dana Gentile is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Deutsche Bank and The Northern Trust Company. Dana is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm offers guidance on asset allocation and investment selection, using Charles Schwab’s proprietary models and research tools, with individualized recommendations reviewed at least annually.

Jason Price is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at several Charles Schwab affiliated firms since 2008 and spent three years with Wells Fargo Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s proprietary asset allocation models and internal research. The firm focuses on tailored recommendations with annual reviews, executing trades only with client authorization.

Todd Healy is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 2000. Outside of his advisory role, Healy serves as an assistant baseball coach at Lake Brantley High School. 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 uses standard asset-allocation models and internal research tools to guide asset allocation and investment selection, with trades executed only upon client authorization.