Lindsay Thompson is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment selection and asset allocation, with trades executed only upon client authorization.

Chelsea Owens is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2014, including Schwab Private Client Investment Advisory and Schwab Wealth Advisory. 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 research tools, with a focus on tailored recommendations and oversight consistent with each client’s goals and risk tolerance.

Jennifer Fanelli Zastrow is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services and Morgan Stanley Smith Barney. 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 and financial planning. The firm relies on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.