Brian Dost is a CFP® professional with 23 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2015. His prior roles include positions at Charles Schwab & Co., TD Ameritrade, and Wells Fargo Clearing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance. The firm’s approach includes oversight of mutual funds, ETFs, separately managed accounts, and alternative investments, with trades executed only upon client authorization.

Philip Hallford is a CFP® credentialed advisor with 26 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and has worked at Charles Schwab & Co., Inc. since 2003. He is based in Orlando, FL. 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 referred clients. The firm’s advice is guided by Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations while requiring client authorization for trades.

Michael Cline is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory Inc. since 2012, as well as with Charles Schwab & Co., Inc. since 2008. 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 approach uses standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance and requires client authorization for trades.

Quienton Reynolds is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and its affiliates since 2008. Outside of his advisory role, he is involved in a family moving business based in St. Petersburg, Florida. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program, using Charles Schwab’s proprietary asset-allocation models and internal research tools. The firm offers tailored recommendations but does not exercise discretionary trading authority.

Todd Healy is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 2000. Outside of his advisory role, Healy serves as an assistant baseball coach at Lake Brantley High School. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for 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 guide asset allocation and investment selection, with trades executed only upon client authorization.

Mehdey Baker is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and eight years of industry experience. He has worked at Charles Schwab & Co., Schwab Wealth Advisory Inc., Merit Financial Group, LPL Financial, Bank of America, Merrill, and New York Life Insurance Company. Outside of his advisory work, he owns Fluffy Tech Labs LLC, a company that involves collaboration with independent artists and software professionals. Schwab Wealth Advisory serves clients 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 advice is based on Schwab’s asset allocation models and internal research tools, with trade execution only upon client authorization and an emphasis on tailored recommendations consistent with clients’ goals and risk tolerance.

Luz Hernandez Fortis is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. She has previously worked at Merrill Lynch, Bank of America, and BBVA Compass. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Anibal Martinez Rodriguez is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding CFP® and ChFC® designations along with Series 65 and 66 licenses. He has 25 years of industry experience, including roles at Citi International Financial Services and Citibank prior to joining Schwab in 2020. He owns a former residence in Puerto Rico that is currently rented. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance.

Zhujun Yang Porter is a CFP®-certified financial advisor with Schwab Wealth Advisory, bringing 16 years of industry experience. She has been associated with Charles Schwab since 2008 and has worked at Schwab Wealth Advisory Inc. since 2021. 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 deliver tailored advice, with trades executed only upon client authorization.

Cynthia Paul is a financial advisor at Schwab Wealth Advisory with 36 years of industry experience. She holds a Series 63 designation and has been with Charles Schwab since 1993, including 11 years at Schwab Wealth Advisory. 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’s advice is based on standard asset-allocation models and internal research tools, with an emphasis on tailored recommendations and annual reviews.

Robert Oglesby is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Schwab Wealth Advisory, Edward Jones, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection based on Schwab’s standard models and research tools, with client-approved trade execution and at-least-annual portfolio reviews.

Lauren Fonseca is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2014, including three years specifically with Schwab Wealth Advisory. Outside of advising, she is a licensed attorney in Florida and serves as a registered agent for two restaurant businesses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research to offer tailored guidance on investments and wealth management, with trades executed only upon client authorization.

Jason Lesko is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and affiliated entities since 1996, including ten years at Schwab Wealth Advisory. 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 approach utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations with client authorization required for all trades.

Mark Miller is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. 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 Charles Schwab’s proprietary asset-allocation models and research tools to offer guidance tailored to clients' goals and risk tolerance, with trades executed only upon client authorization.

Shane Donahue is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2017, with prior experience at Charles Schwab and Jackson Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and select referrals, using Charles Schwab’s asset-allocation models and research tools to deliver tailored recommendations reviewed at least annually.

Anuar Heneide Mondragon is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and Charles Schwab, where he has worked since 2022. His prior experience includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services, 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 CS&Co.-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored annually to clients’ goals and risk tolerance.

Melanie Vise is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Charles Schwab since 1997 and has been with Schwab Wealth Advisory since 2012. 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 standard asset-allocation models and internal research tools. The firm typically recommends separately managed accounts and operates with distinct compliance and operational practices as part of the Charles Schwab organization.

Julian Melendez is a Series 66 licensed financial advisor with 12 years of industry experience, currently serving at Schwab Wealth Advisory since 2021. He has been with Charles Schwab in various advisory roles since 2012. Located in Orlando, FL, his background includes work with Schwab Private Client Investment Advisory from 2017 to 2020. 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 services emphasize asset allocation and investment selection using standardized models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Chad Groseclose is a CFP® professional with 13 years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has held positions at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and USAA Investment Management Company, among others. Groseclose has been affiliated with Schwab Wealth Advisory since 2024. 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 Charles Schwab & Co.-referred clients. The firm utilizes proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, without exercising discretionary trading authority.

Travis Roy is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 1997. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach uses standard asset-allocation models and internal research tools, with trades executed only upon client authorization.