Darren Clark is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory since 2014 and associated with Charles Schwab since 2010. 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-referred clients. The firm employs asset-allocation models and internal research tools to guide investment decisions, with services tailored to individual client goals and risk tolerance.

James Ashbridge is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2019, previously holding roles at TD Ameritrade Inc. and Aviance Capital Partners LLC. Schwab Wealth Advisory 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, focusing on asset allocation and investment selection guided by Schwab’s proprietary research and models.

Charles Aten is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and related entities since 2000. He is currently based in Orlando, FL. Schwab Wealth Advisory serves clients 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 advice is based on Charles Schwab & Co.’s asset-allocation models and internal research and involves annual reviews tailored to clients’ goals and risk tolerance.

Ethan Smoldt is a CFP® professional with eight years of industry experience currently working at Schwab Wealth Advisory in Orlando, FL. His career includes roles at Charles Schwab and Progressive Insurance. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Douglas Smith is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co. since 2000, including a decade at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and select Charles Schwab-referred clients. The firm emphasizes asset allocation and investment selection based on proprietary models and research, with trades executed only with client authorization.

Jonathan Greene is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at Edward Jones, Kovack Securities, Capital Guardian Wealth Management, Wells Fargo Clearing, and Merrill. He is based in Orlando, FL. 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 guidance is based on Charles Schwab’s asset-allocation models and internal research tools, with recommendations tailored to client goals and risk tolerance.

Nahyua Muniz is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Orlando, FL. Her prior experience includes roles at Robinhood Financial LLC and Pershing Advisor Solutions LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations according to each client’s goals and risk tolerance.

James Benoit is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has held roles at Charles Schwab since 1999, with a recent four-year tenure at HighTower Advisors LLC before rejoining Schwab in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Alexander Von Svoboda is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. His prior roles include positions at Charles Schwab & Co., Inc. and Associate Investor Services. 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-referred clients. The firm guides clients on asset allocation and investment selection based on proprietary Schwab models and research, with trades executed only upon client authorization.

Chase Hill is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. His prior experience includes roles at Charles Schwab and positions outside the financial industry, such as at VIP Valet, Parking & Shuttle Services of Orlando, and involvement with the Sea Turtle Conservancy, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools while maintaining client authorization for all trades.

Colin Boyle is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Robinhood Markets, Broadridge Financial Solutions, and Charles Schwab. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on asset-allocation models and internal research tools.

Jennifer Cuprill is a Series 66-licensed financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She has been with Schwab Wealth Advisory since 2013 and has worked at Charles Schwab & Co., Inc. since 2010, following an earlier role at Ameriprise. 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 annual recommendations based on clients’ goals and risk tolerance.

Micah Hill is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2021, having previously worked at Charles Schwab Bank and TD Ameritrade. Outside of his advisory role, he is the author of a book titled *Artificial Intelligence: A Vision of the Future*, which he publishes and sells independently. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, focusing on asset allocation and investment selection guided by proprietary research tools. The firm serves a broad client base and operates with distinct compliance and operational practices related to its affiliation with Charles Schwab & Co. and related entities.

Robert Barth is a Series 65-licensed advisor at Schwab Wealth Advisory Inc. with nine years of industry experience. He has been with Schwab Wealth Advisory since 2017 and previously worked at Pathfinder Business Strategies from 2012 to 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standardized asset-allocation models and internal research, with investment recommendations tailored to client goals and risk tolerance.

Michael Bordenave is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation and three years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2025, he worked at Merrill for six years and USALLIANCE Financial Credit Union for two years. 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 research, offering tailored recommendations without exercising discretionary trading authority.

Nikola Nikolic is a Series 66-registered financial advisor with Schwab Wealth Advisory in Orlando, FL, with eight years of industry experience. He has been with Charles Schwab since 2016 and with Schwab Wealth Advisory since 2020. 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’s guidance is based on Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Christene Maskal is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2014. She has been with Charles Schwab since 2010. She serves on the Parks and Recreation Advisory Board for the City of Lake Mary in a voluntary, non-compensated role. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals, utilizing Charles Schwab’s proprietary asset-allocation models and research tools. The firm emphasizes tailored recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Kalonji Morrison is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016, following prior roles at United Brokerage Services, Uvest Financial Services Group, and Morgan Stanley Dw Inc. Morrison is also involved in advising the startup efforts of a physical therapy practice where he serves as vice president. 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 advice is based on internal research and asset-allocation models, with client-authorized trades and tailored recommendations reviewed at least annually.

Alexander Schofield is a CFP® with 11 years of industry experience, currently serving at Schwab Wealth Advisory since 2021. His prior experience includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, as well as E*Trade Securities LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and internal research, with trades executed only with client authorization.

Katie Ferguson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2015. She has been affiliated with Charles Schwab since 2010. 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 approach is based on Schwab’s asset allocation models and internal research tools, delivering tailored recommendations without exercising discretionary trading authority.