Thomas Warren is a CFP® professional with 10 years of industry experience. He is currently with Schwab Wealth Advisory and has prior experience at Morgan Stanley and various Charles Schwab entities dating back to 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Jacob Khairallah is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab & Co., Inc. since 2021. Prior to his career in financial services, Jacob held various roles at Hilton Hotels & Resorts and Carson Pirie Scott & Co. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s standard asset allocation models and research tools, while clients retain final trading decisions.

Thomas Hosty is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Northwestern Mutual Wealth Management Company and MARK WISE Financial. 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. The firm uses Schwab’s asset allocation models and research tools, with final trading decisions made by clients, and operates as an internal advisory unit within the Schwab ecosystem.

Kyle Nelson is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has worked at various Charles Schwab entities since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, with discretionary management generally handled by affiliated or third-party managers.

Anthony Jones is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Charles Schwab since 2018 and joined Schwab Wealth Advisory in 2021. Outside of his advisory role, Jones owns TOJO Leather, a small business designing and selling personal leather goods. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients making final trading decisions.

Matthew Boles is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN since 2020. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Jarret Wandrei. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge fees directly to clients, with discretionary management typically handled by affiliated or third-party money managers.