Walter Guilfoyle is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NA, and Santander Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Donald Dupont Jr. is a CFP® professional with 19 years of industry experience. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2022, and has held several roles at Charles Schwab and USAA over the past 16 years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools while executing trades only with client authorization.

Harold Scull III is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including USAA Financial Planning Services and TD Ameritrade. He has been with the Schwab organization since 2020. Schwab Wealth Advisory serves clients enrolled in its SWA program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s proprietary asset-allocation models and internal research tools.