Matthew Stevens is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience. He has been with Charles Schwab and its affiliates since 2015, including nine years at Charles Schwab Bank and currently at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing Schwab’s research tools and asset allocation models while leaving final trading decisions to clients.

Deviemattie Makkar is a CFP® and ChFC® affiliated with Schwab Wealth Advisory, bringing four years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Fidelity Investments and has a background including a role at Weill Cornell Medical College. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models. The firm’s advice is delivered without discretionary trading authority, with final investment decisions made by clients.

Jonathan Wang is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. Jonathan’s career includes both advisory and banking roles within the Schwab organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools without exercising discretionary trading authority.

Mark Silverstein is a CFP® professional with Series 66 registration, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has a year of experience at Schwab Wealth Advisory and Charles Schwab & Co., Inc., along with prior experience at Charles Schwab Bank and entrepreneurial ventures including founding Wheelie Pop Brewing and operating Twiddle Games, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, planning discussions, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Ryan Smigielski is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at Bank of America and Merrill. He owns a rental property managed by a third party. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations primarily delivered through Charles Schwab’s research tools and asset allocation models.

Christopher Satterfield is a CFP® and ChFC® with 20 years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, where he has worked since 2021. His prior roles include positions at First Western Trust, LPL Financial, Arizona Bank & Trust, and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Jack Melikyan is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments and its affiliates spanning from 2007 to 2026. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and focuses on education and investment recommendations without exercising discretionary trading authority.

Gavin Ahlers is a financial advisor with Schwab Wealth Advisory in Bellevue, WA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving individual clients with financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools.

Seth Radler is a CFA® charterholder with nine years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, and has previously held roles at Pacific Investment Management Company LLC and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, while final trading decisions remain with clients.

Aengus Dubendorf is a Series 66-licensed financial advisor at Schwab Wealth Advisory with two years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc., he worked at Wells Fargo Clearing for four years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations across a range of asset classes while leaving final trading decisions to clients.

Carl Aschenbrenner is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Bellevue, WA. His prior experience includes roles at Fisher Investments, Whalen Wealth Management, and HCR Wealth Advisors. He also serves as a co-trustee on two separate property irrevocable trusts, overseeing trust administration and investment decisions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investment allocations and specific securities.

Megan Echele is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds the CFP®, CFA®, and Series 66 credentials. Her prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., as well as earlier experience outside the financial industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, with final trading decisions resting with clients.

Aaron Pimentel is a Financial Consultant currently working with Fidelity Investments since 2022. He has built his career in the financial services industry, holding various roles that include Financial Consultant at E*TRADE from 2019 to 2022, Financial Counselor at Fisher Investments from 2018 to 2019, Financial Solutions Advisor at Merrill Lynch from 2015 to 2018, and Stockbroker at Scottrade from 2006 to 2015. Aaron focuses on acting as a trusted advocate to develop personalized financial plans aimed at helping families achieve their financial goals. He partners with clients by understanding their needs, objectives, and investment preferences, providing ongoing support and assistance to make informed financial decisions. Outside of his professional work, Aaron has personal interests in baseball, beach activities, fitness, football, and music.

Gabrielle Corduan is a CFP® and ChFC® credentialed advisor with four years of industry experience, currently with Schwab Wealth Advisory in Bellevue, WA. She has worked at Charles Schwab and Wells Fargo in various capacities since 2019. Prior to her financial services career, she was involved in the massage therapy and skincare spa industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and is distinguished by its fee arrangement and limited discretionary portfolio management.

Gavin Boespflug is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Schwab Wealth Advisory with four years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co. Inc. since 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models, with final trading decisions left to clients.

Christopher Bentley is a CFP® professional with 14 years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, having previously worked at Beacon Pointe Advisors, Joslin Capital Advisors, TD Ameritrade, and Bank of America. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services that include annual financial reviews, retirement planning, and investment recommendations through Schwab’s asset allocation models and research tools.

Wesley Burroughs is a CFP® with six years of industry experience, currently affiliated with Schwab Wealth Advisory in Bellevue, WA. His prior roles include positions at Charles Schwab & Co., Snider Retirement Strategies, Coldstream Wealth Management, LPL Financial LLC, Equitable Advisors, Chase, and Wells Fargo. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm serves individual clients with comprehensive financial reviews and investment recommendations while operating as an internal advisory unit within the Schwab ecosystem.

Carolyn Ngo is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2024. Her prior experience includes roles at Charles Schwab, USAA Investment Management Company, and USAA Financial Planning Services. Ngo has also operated as a self-employed individual for several years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset allocation models and research tools, offering investment recommendations without exercising discretionary trading authority.

Lauren Ma is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., The Vanguard Group, Morgan Stanley, and UBS Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various securities. The firm operates as an internal advisory unit within the Schwab ecosystem and follows a cost-and-expense plus payment structure without directly charging clients fees.