Elisa Stansbury is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc. and TD Ameritrade, and she has six years of experience with Gourmet Foods International. 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, utilizing asset-allocation models and research tools to offer tailored recommendations without exercising discretionary trading authority.

Ibrahim Bakhit is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 14 years before joining Schwab Wealth Advisory in 2024. 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 select Charles Schwab & Co. referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Allison Malcolm is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. She is currently with Schwab Wealth Advisory and has held positions at firms including Northwestern Mutual Investment Services and Mercer Global Advisors. Outside of her advisory roles, she has been involved with the Nebraska Council on Economic Education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s services emphasize client-authorized asset allocation and investment selection supported by Charles Schwab & Co.’s research tools and standard models.

Gregory Duracinski is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade, and Infogroup. He serves as a board member for Giles Ridge SID, a neighborhood organization in Omaha, NE. 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. The firm’s advice uses standard asset-allocation models and internal research tools, with trades executed only upon client authorization.

Rodney Hazelton Jr. is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Ameritas Investment Company, and Edward Jones. 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 standardized asset-allocation models and internal research, with an emphasis on client authorization for trades and tailored recommendations aligned with individual goals and risk tolerance.

Mac Kenzie Stine is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2022, following two years at TD Ameritrade. Prior to his financial advisory roles, his work history includes positions at Shallow River Emporium and 5 Gallons Diner. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and research tools and involves client-authorized trades with annual reviews tailored to individual goals and risk tolerance.

Jay Patneaude is a financial advisor with Schwab Wealth Advisory, Inc. in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at various entities within Charles Schwab since 2003, including Schwab Wealth Advisory since 2025. 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 investment guidance is based on Charles Schwab’s asset allocation models and internal research tools, with client trades executed only upon authorization.

Zach Thurman is a CFP® professional with four years of experience in financial advising, currently with Schwab Wealth Advisory, Inc. He has been affiliated with Charles Schwab & Co., Inc. since 2021 and has a varied background including military service in the U.S. Army from 2014 to 2018 and roles outside finance such as with Woodley's Fine Furniture and Premier Draft Beer Services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach utilizes Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations based on clients’ goals and risk tolerance.

Jacob Albers is a CFP® professional with three years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Omaha, NE. He has worked at Charles Schwab & Co., Inc. since 2023 and previously held roles in various industries including technology and hospitality. 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’s recommendations are based on Schwab’s asset-allocation models and research tools, focusing on tailored guidance without discretionary trading authority.

Douglas Carter is a financial advisor at Schwab Wealth Advisory with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., Inc., TD Ameritrade, and Nations Financial Group. Carter is based in Omaha, NE. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s standard asset-allocation models and research tools to guide investment decisions, offering tailored recommendations without exercising discretionary trading authority.