Aaron Hurley is a financial advisor with Schwab Wealth Advisory in Edina, MN, holding the CFP® designation and Series 65 and 63 licenses. He has two years of industry experience and previously worked at Northwestern Mutual and US Bank. Outside of financial advising, he serves as adjunct faculty at Drexel University Kline School of Law, teaching courses in financial compliance, and is a member of the Institutional Review Board at the University of Minnesota. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm serves individual clients by offering investment recommendations and annual financial reviews, with final trading decisions made by clients.

Paul Bromelkamp is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Fidelity Investments and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations while clients retain final trading decisions.

Lauren Griggs is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. Her career includes roles at U.S. Bancorp Advisors, U.S. Bancorp Investments, Ameriprise Financial Services, and Woodbury Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and delivers wealth management education without exercising discretionary trading authority.

Erik Jensen is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has worked with several financial firms including Charles Schwab & Co., Inc., Ameriprise Financial Services, LLC, and Morgan Stanley Private Bank. Jensen’s background includes roles in both investment advisory and financial services firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Adam Hendrickson is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Northwestern Mutual Investment Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations based on standardized asset allocation models and Schwab research tools.

Nathan Gaherty is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His career includes extensive tenure at Charles Schwab & Co., Inc., as well as roles at Fidelity Investments, TD Ameritrade, Edward Jones, and The Mather Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, serving clients through annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm does not exercise discretionary trading authority itself and operates under a cost-and-expense plus arrangement rather than billing clients directly.

Neil Frederickson is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at Charles Schwab, Mass Mutual Investors Services, and MassMutual Life Insurance Company. He also spent several years involved with professional and amateur hockey organizations, including the American Hockey League, East Coast Hockey League, and USA Hockey. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with client-directed trading decisions and no discretionary authority exercised by the firm.