Kingsley Calvo Jordan is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at RW Baird and Thrivent Financial. Outside of finance, he was involved with Margron Skoglund Wine for five years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Noah Tesch is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2016 to 2026. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment approach utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Aaron Hurley is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab & Co., Northwestern Mutual, Credent Wealth Management, Choreo LLC, and US Bank. Outside of financial advising, he teaches courses on Trust Administration and Investment Company Regulation for Drexel University’s online Masters in Financial Compliance program and serves as an Institutional Review Board member at the University of Minnesota. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice follows Charles Schwab’s asset-allocation models and research tools, with tailored recommendations based on each client’s goals and risk tolerance.

Mathew Thomsen is a CFP® professional with seven years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has previously worked at firms including Ameriprise Financial Services Inc. and Summit Wealth Advocates, LLC. Thomsen holds a Series 66 license and is based in Edina, MN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s internal research and asset-allocation models to deliver tailored recommendations without exercising discretionary trading authority.

Nicole Hawthorne is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and two years of industry experience. Her prior work history includes roles at Charles Schwab & Co., Inc. and Beauty First. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and internal research tools.

Rachel Reis is a financial advisor with Schwab Wealth Advisory, holding a Series 66 license and five years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and previously at Charles Schwab & Co., Charles Schwab Bank, and Ameriprise Financial Services. Schwab Wealth Advisory, Inc. 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, using proprietary asset-allocation models and research tools to tailor recommendations to client goals and risk tolerance.

Matthew Salafia is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with five years of industry experience. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc. He is based in Edina, MN. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client-directed trades and tailored recommendations aligned with individual goals and risk tolerance.

Heather Pape is a financial advisor at Schwab Wealth Advisory, Inc. with one year of industry experience and a Series 66 credential. She previously worked at LPL Financial LLC and Charles Schwab & Co., Inc., and has a background that includes roles in education and nonprofit organizations. Outside of her advisory role, she is a commissioned notary. Schwab Wealth Advisory, Inc. 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 uses model-driven asset allocation and research tools, offering tailored recommendations with at-least-annual reviews, while trades require client authorization.

Paul Bromelkamp is a CFP® professional with five years of industry experience. He is currently an advisor at Schwab Wealth Advisory, Inc. and has previously worked at Fidelity Investments and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s asset-allocation models and internal research, offering guidance on a range of investment options with client authorization required for trades.

Samir Bushra is a CFP® professional with six years of experience currently working at Schwab Wealth Advisory, Inc. He has held roles at several firms including Wells Fargo and Felton & Peel Wealth Management. His prior experience also includes work with No B.S. Advising, LLC. Schwab Wealth Advisory, Inc. 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’s approach is based on Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Lauren Griggs is a Certified Financial Planner® with 17 years of industry experience. She is currently an advisor at Schwab Wealth Advisory Inc. and has previously worked at U.S. Bancorp Advisors, Charles Schwab, and Ameriprise Financial Services among other firms. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations based on standard asset-allocation models and internal research tools.

Erik Jensen is a CFP® professional with nine years of industry experience, currently working at Schwab Wealth Advisory, Inc. He has previously held positions at Charles Schwab & Co., LPWM LLC, Ameriprise Financial Services, Morgan Stanley Private Bank, and The First National Bank in Sioux Falls. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes internal asset-allocation models and research tools to offer tailored recommendations while maintaining client authorization for all trades.

Brandon Fancher is a CFA® charterholder and holds a Series 63 license, currently working with Schwab Wealth Advisory, Inc. in Edina, MN. He has three years of industry experience, including roles at Charles Schwab & Co., Inc. and prior work in delivery services and the restaurant industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with tailored recommendations and periodic portfolio reviews.

Adam Hendrickson is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Northwestern Mutual Investment Services. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Haley Hausman is a CFP® with 11 years of experience in the financial industry. She is currently with Schwab Wealth Advisory and has prior experience at Charles Schwab Bank, TD Ameritrade, and Edward Jones. Outside of her advisory role, she works part-time selling tacos at the Minnesota State Fair through Taco King. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing a model-driven approach and third-party money managers for separately managed accounts.

Nathan Gaherty is a CFP® and ChFC® with 20 years of industry experience. He is currently with Schwab Wealth Advisory and has held prior roles at Charles Schwab & Co., Fidelity Investments, TD Ameritrade, Edward Jones, The Mather Group, and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, offering tailored, at-least-annual reviews without exercising discretionary trading authority.

Shady Mansour is a financial advisor at Schwab Wealth Advisory, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and US Bank. Mansour is based in Edina, MN. Schwab Wealth Advisory, Inc. 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’s approach includes asset allocation guidance and investment selection based on internal research and standard models, with trades executed only upon client authorization.

Hannah Tesch is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has held positions at Charles Schwab and Ameriprise Financial, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools. The firm emphasizes at-least-annual reviews and tailored recommendations, while trades are executed only with client authorization.

Neil Frederickson is a financial advisor with Schwab Wealth Advisory in Edina, MN, holding a Series 66 credential and three years of industry experience. 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 in professional hockey organizations, including the American Hockey League, East Coast Hockey League, and USA Hockey. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients in the Schwab Wealth Advisory program. The firm offers guidance on asset allocation and investment selection, relying on Charles Schwab & Co.’s asset-allocation models and research tools while requiring client approval for all trades.