Gene Almy Jr is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. since 2016 and previously at Fidelity from 2012 to 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only with client authorization.

Jason Price is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at several Charles Schwab affiliated firms since 2008 and spent three years with Wells Fargo Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s proprietary asset allocation models and internal research. The firm focuses on tailored recommendations with annual reviews, executing trades only with client authorization.

Mark Stamper is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His career includes roles at Schwab Wealth Advisory, Charles Schwab & Co., and USAA Financial Planning 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, focusing on asset allocation and investment selection with client authorization for trades. The firm utilizes Schwab’s asset-allocation models and internal research, offering tailored recommendations and annual reviews without exercising discretionary trading authority.

Bryan Kriet is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Charles Schwab since 1993 and joined Schwab Wealth Advisory in 2017. Outside of his advisory role, he coaches athletes in freestyle (mogul) skiing at the Winter Park Competition Center. Schwab Wealth Advisory 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 guidance is based on proprietary asset allocation models and internal research tools, offering personalized recommendations without exercising discretionary trading authority.

Michael Jungman is a CFP® professional with 17 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2016. He is also the owner and founder of Blazing Bulls, an internet services business. 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 guidance includes asset allocation and investment selection based on proprietary models and internal research, with trades executed only upon client authorization.

Thomas Whisenant is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. He has worked at Charles Schwab and Schwab Wealth Advisory since 2021 and previously spent five years with TIAA. Outside of his advisory role, he manages a short-term rental property. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Timothy Cunningham is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., Weatherstone Capital Management, and Equipoise Wealth Management Inc. 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’s approach incorporates Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations and annual reviews without exercising discretionary trading authority.

Joseph Almon is a CFA® charterholder with 17 years of industry experience. He is currently with Schwab Wealth Advisory, having joined in 2023, and previously worked at Fidelity Investments and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment advice is based on Schwab’s proprietary asset-allocation models and internal research, with tailored recommendations reviewed annually.

William Smith 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 Charles Schwab & Co., Inc. since 2021 and previously was employed at McDonald Automotive Group and the University of Colorado at Boulder. 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 select Charles Schwab & Co.-referred clients, utilizing standardized asset-allocation models and internal research tools.

Kelly Van Winkle is a CFP® professional with 20 years of experience in the financial industry, currently serving at Schwab Wealth Advisory since 2012. She has been with Charles Schwab 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 standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Benjamin Massa is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab and had roles at Luna Freight and Thrivent Investment Management, among others. He also has experience with the United States Hang Gliding and Paragliding Association. 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 investment guidance is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations with client authorization required for trades.

Colleen Ellingboe is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked within various Charles Schwab entities since 2013, including Schwab Wealth Advisory Inc and Charles Schwab Bank, SSB. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select referred clients. The firm’s advice is based on internal asset-allocation models and research tools, offering personalized recommendations without discretionary trading authority.

Michael Mayer is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., where he has worked for one year, and has previously held roles at Fidelity Investments and TIAA. Outside of his advisory work, he is involved with Windschrift LLC, a private trading business based in 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 referrals, focusing on asset allocation and investment selection using Charles Schwab’s internal research tools and standard asset-allocation models.

Christopher Fernon Jr. is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Charles Schwab in various capacities since 2013 and joined Schwab Wealth Advisory in 2026. 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 proprietary asset-allocation models and internal research tools, with personalized recommendations and at-least-annual reviews tailored to clients’ goals and risk tolerance.

Nathan Dunn is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab & Co. and Mariner Wealth Advisors. 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. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Brendan Hefter is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory and Charles Schwab since 2021, following prior roles at TIAA-CREF and Fidelity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services focus on asset allocation and investment selection using proprietary research and standard models, with trades executed only upon client authorization.

Caleb Wedgle is a financial advisor at Schwab Wealth Advisory, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023. 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-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, with all trades requiring client authorization.

Kevin Ziegler is a CFP® professional with five years of industry experience, currently with Schwab Wealth Advisory, Inc. He has previously worked at Wells Fargo Bank and Charles Schwab & Co., Inc., and spent time traveling in Southeast Asia in 2019. 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-referred clients. The firm offers guidance on asset allocation and investment selection using Charles Schwab’s asset-allocation models and internal research tools, with a focus on tailored recommendations and at-least-annual reviews.

Tanya Elling is a CFP® professional with seven years of experience in the financial advisory industry. She is currently with Schwab Wealth Advisory, having been with Charles Schwab and affiliated entities since 2020. Her prior roles include positions at Fisher Investments and KMS Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Nicole Kinnamon is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Charles Schwab, Charles Schwab Bank, TDAmeritrade, and earlier positions outside the financial sector. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm offers guidance on asset allocation and investment selection using Charles Schwab & Co.’s asset-allocation models and research tools, with trades executed only upon client authorization.