Bushra Tariq Rumi is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior experience includes roles at Charles Schwab and TD Ameritrade, as well as a position at Phlox Capital Management and time as a self-employed advisor. She holds Series 63 and Series 65 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses Schwab’s standard asset-allocation models and internal research tools to deliver investment guidance, with trades executed only upon client authorization.

Bradley Vialpando is a financial advisor with Schwab Wealth Advisory holding a Series 65 license and beginning his advisory career in 2025. He previously worked at Vanguard, Certuity, and Abbot Downing - Wells Fargo, accumulating over a decade of industry experience. Outside of his advisory role, he is involved as a co-owner and consultant in a garment care business operating laundry facilities in Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily for clients in the Schwab Wealth Advisory program and select referrals. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, offering customized recommendations without exercising discretionary trading authority.

Charles Diekmann is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and its affiliated firms since 2006. 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 is based on proprietary asset-allocation models and internal research, with recommendations tailored to each client’s goals and risk tolerance.

Emily Collins is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab, Charles Schwab Bank, Bank of America, and Discover Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, executing trades only with client authorization.

Philip Whittaker is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior work includes roles at The Vanguard Group and The Prudential Insurance Company of America. He is based in Phoenix, AZ. 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 emphasizes asset allocation and investment selection through Charles Schwab’s proprietary models and offers tailored, point-in-time wealth management consultations without discretionary trading authority.

Trevor Willems is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and other referred clients. The firm utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Livan Gomez is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and four years of industry experience. His background includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as employment at Miami Dade College. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach relies on Charles Schwab's asset-allocation models and internal research tools, offering tailored recommendations without discretionary trading authority.

Lauren Ma is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has previously worked at Charles Schwab & Co., The Vanguard Group, Morgan Stanley, and UBS Wealth Management. Lauren has also been involved with Money Morphic, LLC. 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’s advice is based on standard asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Natalya Jennings is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Chicago, IL. She has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Merrill, Bank of America, and Morgan Stanley. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations according to client goals and risk tolerance.

Matthew Boles is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2020. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

Alex Figueroa is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Charles Schwab & Co., Inc. and Uber Eats. Schwab Wealth Advisory, Inc. provides 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’s guidance focuses on asset allocation and investment selection using Charles Schwab’s proprietary research and standard models, with client authorization required for all trades.