Stephanie Lopez is a CFP® professional with 10 years of industry experience, currently serving as a Wealth Advisor at Schwab Wealth Advisory. She previously worked at JP Morgan in various capacities from 2016 to 2024. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Stephanie Shadel is a CFP®-certified financial advisor at Schwab Wealth Advisory with 16 years of industry experience. She has been with Schwab Wealth Advisory since 2014 and has worked at Charles Schwab since 2009. She rents a personal residence to a friend. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s proprietary asset-allocation models and research tools.

Nathaniel Jung is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He has been with Charles Schwab & Co. since 2009 and with Schwab Wealth Advisory Inc. since 2015. He holds the Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. 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 uses Charles Schwab's asset-allocation models and research tools to offer tailored recommendations, with trades executed only upon client authorization.

Jake Meyer is an advisor at Schwab Wealth Advisory with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Schwab Wealth Advisory, he held roles at Charles Schwab & Co., Inc., Whole Foods Market, and Copper Creek Construction. 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 advice is based on internal asset allocation models and research tools, offering customized recommendations without exercising discretionary trading authority.

Jessica Faleao is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Schwab Wealth Advisory since 2018. Her background also includes roles outside financial services, including positions at TGI Fridays and Deseret International Charities. Schwab Wealth Advisory 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 point-in-time wealth management consultations. The firm’s investment guidance is based on Schwab’s proprietary asset-allocation models and research tools, with client authorization required for all trades.

Dale Rottschafer is a financial advisor at Schwab Wealth Advisory with CFP® and CFA® designations and five years of industry experience. He previously worked at Envestnet, Inc. for 13 years and co-owned a real estate business managing tenant relations and property maintenance. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Elijah Martinez is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO. He holds Series 63 and Series 66 licenses and has five years of experience in the industry. His prior work includes roles at Charles Schwab and Elevation Corporate Health. 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 Charles Schwab’s asset-allocation models and internal research tools.

Claire Cox is a CFP®-designated financial advisor with Schwab Wealth Advisory, Inc. based in Lone Tree, CO, bringing four years of industry experience. Her prior work includes roles at Northrop Grumman and self-employment as a nanny. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and those referred by Charles Schwab & Co. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations with client authorization required for trades.

Loren Archuleta is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2018 and previously spent three years with Wells Fargo Bank N.A. Loren is based in Lone Tree, Colorado. 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 proprietary asset-allocation models and research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Morgan Hemauer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Lone Tree, CO. Prior to this role, Hemauer held positions at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Outside of finance, Hemauer provides dog walking and pet sitting services on a part-time basis. Schwab Wealth Advisory, Inc. delivers non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm emphasizes tailored asset allocation and investment selection, using proprietary research tools and at least annual reviews without exercising discretionary trading authority.

John Courier is a CFA® charterholder with 26 years of industry experience. He currently works at Schwab Wealth Advisory and Charles Schwab, where he has been since 2022. His prior experience includes long tenures at Russell Investments and Northwestern Mutual. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain CS&Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm relies on Charles Schwab & Co.’s asset allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Charles Diekmann is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and its affiliated firms since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research, with recommendations tailored to each client’s goals and risk tolerance.