Steven Sklaver is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has held various roles within Charles Schwab and affiliated entities since 2014. Outside of his advisory work, he serves as a committee member for Red Bank RiverCenter, a nonprofit organization focused on community projects in Red Bank, NJ. Schwab Wealth Advisory provides non-discretionary investment advice and wealth management services to clients enrolled in its programs, leveraging Schwab’s asset-allocation models and proprietary research tools. The firm serves Schwab brokerage clients who meet eligibility requirements and offers access to financial planning, trade execution, and custody services within an integrated Schwab ecosystem.

Jeffrey Wingerter is a CFP® and Series 66-licensed advisor with 21 years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked since 2023. His prior experience includes roles at Citibank, N.A., City National Bank, and CITIGROUP. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in the Schwab Wealth Advisory program, leveraging Schwab’s asset-allocation models and proprietary research tools. The firm serves Schwab brokerage clients who meet eligibility requirements and offers integrated financial planning, trade execution, and custody services.

David Abramson is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Invesco Ltd. Schwab Wealth Advisory provides non-discretionary investment advice and wealth management services to clients enrolled in its programs, utilizing Schwab’s asset-allocation models and proprietary research tools. The firm serves Schwab brokerage clients meeting eligibility requirements and offers integrated financial planning, trade execution, and custody services.

Cynthia Howells is a CFP® and CFA® credentialed advisor with three years of industry experience. She is currently with Schwab Wealth Advisory and Charles Schwab & Co., Inc., having previously worked at Equitable, Capital Management Group of New York, and Sagemark Consulting. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to Schwab brokerage clients who meet program eligibility requirements. The firm’s recommendations are based on Schwab’s asset-allocation models and proprietary research tools, offering clients access to financial planning, trade execution, and custody services within an integrated product and service ecosystem.

Thomas Hippner is a CFP® professional with seven years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has held previous roles at Charles Schwab, Charles Schwab Bank, Bank of America, Merrill, CheckMate Industries, and EMT Manufacturing. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to clients enrolled in its programs, using Schwab’s asset-allocation models and proprietary research tools. The firm serves Schwab brokerage clients meeting eligibility requirements and operates within a broad ecosystem of affiliated financial entities under The Charles Schwab Corporation.

Devon Scarlett is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Fidelity Investments and The Ayco Company, L.P./Mercer Allied. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to Schwab brokerage clients who meet eligibility requirements, using Schwab’s asset-allocation models and proprietary research tools. The firm operates within The Charles Schwab Corporation’s integrated product and service ecosystem.

David Sprung is a CFP® with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Jersey City, NJ. His prior work includes roles at Charles Schwab & Co., Inc., Monroe Capital, and entrepreneurial ventures such as College Movers & Junk Hauling and Streamline Lawn & Landscape. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in the Schwab Wealth Advisory program, offering access to financial planning, trade execution, and custody services through Schwab. The firm’s recommendations are based on proprietary research and asset-allocation models and serve Schwab brokerage clients who meet eligibility requirements.

Andrew Fellouris is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, Charles Schwab, Charles Schwab Bank, Bank of America, and Merrill. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in Schwab’s managed account programs. The firm’s recommendations are based on proprietary research and asset-allocation models, serving clients through an integrated ecosystem within The Charles Schwab Corporation.

Jamal Vinson is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley and Charles Schwab & Co., Inc., and has a background that includes a role at Holy Name Medical Center as well as involvement with a nonprofit small business camp. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to Schwab brokerage clients who meet eligibility requirements. The firm’s recommendations are based on Schwab’s asset-allocation models, risk-tolerance frameworks, and proprietary research tools, offering clients access to financial planning, trade execution, and custody services within an integrated product and service ecosystem.

Shane Manzi is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds the Series 66 designation. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc, and has experience in diverse roles including at Wolffer Estate Vineyard and Bromley Mountain Resort. Schwab Wealth Advisory provides non-discretionary investment advice and wealth management services to eligible Schwab brokerage clients, utilizing Schwab’s asset-allocation models, risk-tolerance frameworks, and proprietary research tools. The firm operates within The Charles Schwab Corporation ecosystem, offering integrated financial products and services without exercising investment discretion in client accounts.

Bryan Alzate is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Bank of America, Merrill, Santander Bank, and Edward Jones. He is based in Jersey City, NJ. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in the Schwab Wealth Advisory program, offering financial planning and trade execution through Schwab’s integrated platform. The firm’s recommendations are based on proprietary research and asset-allocation models, serving clients who meet eligibility requirements.

Dean Loucka is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, TD Ameritrade, and AE Wealth Management. His career also includes a four-year period at Felician University. Schwab Wealth Advisory provides non-discretionary investment advice and wealth management services to clients enrolled in its programs, using Schwab’s asset-allocation models and proprietary research. The firm serves Schwab brokerage clients who meet eligibility criteria and offers integrated financial planning, trade execution, and custody services within The Charles Schwab Corporation ecosystem.

Lorianne Rivas is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in New York City. Her prior experience includes roles at Reffsin Financial and Williams Jones Investment Management. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to Schwab brokerage clients who meet eligibility requirements, using proprietary research tools and asset-allocation models. The firm operates within The Charles Schwab Corporation’s integrated ecosystem, offering clients access to financial planning, trade execution, and custody services.

Allie Trimble is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Prior to joining Schwab, she worked at The Vanguard Group for five years and has experience with Kennedy Investment Group. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to clients enrolled in its Schwab Wealth Advisory program. The firm’s recommendations are based on Schwab’s asset-allocation models and proprietary research, serving Schwab brokerage clients who meet eligibility requirements.

Corryn Barry is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab Wealth Advisory, she held various roles including at Charles Schwab and TM Trenching. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset-allocation models, risk-tolerance frameworks, and proprietary research tools. The firm serves Schwab brokerage clients who meet eligibility requirements and offers integrated access to financial planning, trade execution, and custody services.

Joseph Biscardi is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at American Century Investment Services, Allianz Life Financial Services, and Allianz Life Insurance Company of North America. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services through the Schwab Wealth Advisory program, serving Schwab brokerage clients who meet eligibility requirements. The firm’s recommendations are based on Schwab’s asset-allocation models and proprietary research tools, offering access to financial planning, trade execution, and custody services within an integrated product and service ecosystem.

Vincent Zaccaria is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked in various roles within Charles Schwab since 2018, including Schwab Wealth Advisory Inc. and Charles Schwab Bank. His prior experience includes positions at Ameriprise Financial Services and multiple firms in the financial services industry. Charles Schwab is a large institutional firm with over 3,600 advisors, offering a range of wealth management and investment services.

Ashita Patel is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade Investment Management, TD Ameritrade, Inc., and Scottrade, Inc. since 2008. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in its Schwab Wealth Advisory program, using proprietary research tools and asset-allocation models. The firm serves Schwab brokerage clients who meet eligibility requirements and offers integrated access to financial planning, trade execution, and custody services.

Javier Lopez is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has previously worked at Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade, and Citibank. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to clients enrolled in Schwab’s advisory programs. The firm serves Schwab brokerage clients who meet eligibility requirements and bases its recommendations on proprietary research tools and asset-allocation models, offering access to financial planning, trade execution, and custody services within an integrated Charles Schwab Corporation ecosystem.

Joseph Domato is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Northwestern Mutual. Based in New York City, he joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory provides non-discretionary investment advice and wealth management services to clients enrolled in its programs, leveraging Schwab’s asset-allocation models, risk-tolerance frameworks, and proprietary research. The firm serves Schwab brokerage clients who meet eligibility requirements and offers integrated financial planning, trade execution, and custody services within The Charles Schwab Corporation ecosystem.

Jacob Schreer is a CFP® certificant with 11 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at UBS Financial Services and RMR Wealth Management. Schwab Wealth Advisory provides non-discretionary investment advice and wealth management services to Schwab brokerage clients who meet eligibility requirements. The firm’s recommendations rely on Schwab’s asset-allocation models and proprietary research tools, offering access to financial planning, trade execution, and custody services within an integrated Charles Schwab Corporation ecosystem.

John Lombardi is a CFP® with 16 years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at LPL Financial, Lincoln Financial Securities Corporation, Citizens Securities, and Santander Securities. He also has experience with the YMCA of Long Island. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to Schwab brokerage clients who meet eligibility requirements. The firm’s recommendations are based on Schwab’s asset-allocation models and proprietary research, offering access to financial planning, trade execution, and custody services within an integrated Schwab ecosystem.