Chanise Littlefield is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. Her career includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and earlier positions at PFS Investments Inc. and Primerica Financial Services. Outside of her advisory work, she sells self-published children’s books on Amazon. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and offers point-in-time wealth management consultations with recommendations tailored to clients’ goals and risk tolerances.

Kieran Lavery is a CFP® professional at Schwab Wealth Advisory with seven years of industry experience. His prior roles include positions at Charles Schwab, Kestra Financial, Invesco, and Finivi, Inc. He is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is guided by proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.