Taylor Ayres is a CFP® professional with four years of industry experience, currently with Schwab Wealth Advisory, Inc. in Orlando, FL. Prior to this, Ayres held roles at several firms including Creative Planning, Cetera, Avantax, Merrill, and Bank of America. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily 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 guide investment decisions, while trading occurs only with client authorization.

Anne Nemeth is a CFP® professional with two years of experience in the financial advisory industry. She currently works at Schwab Wealth Advisory and Charles Schwab in Orlando, FL. Prior to this, she held roles at SECU, ABB, and Alpaca Audiology. Outside of her advisory work, she engages in reselling used items on an online platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab. The firm’s guidance is based on proprietary asset allocation models and internal research, with trades executed only upon client authorization.

Brett Decker II is a CFP® certified financial advisor with 13 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2015 and has been associated with Charles Schwab since 2012. He holds Series 63 and Series 66 licenses and is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to deliver tailored recommendations aligned with clients’ goals and risk tolerance.

Scott Look is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2021. He has been with Charles Schwab in various capacities since 2016, based in Orlando, FL. 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 standardized asset-allocation models and internal research tools to guide investment selection, with recommendations tailored to client goals and risk tolerance.

Cody Meyer is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2019. Prior to his current role, Cody was involved with Flo Beverages and The Craft Bar, indicating experience 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 Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Austin Brunner is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Charles Schwab in various capacities since 2017 and has previous work experience in education. Outside of finance, he manages a music enterprise involving selling music, playing shows, and merchandising. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Izabel Angelova is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and offering 12 years of industry experience. She previously worked at firms including Fidelity Brokerage Services, Ameriprise Financial Services, HUB International, and Kestra Financial. 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. The firm’s approach includes guidance on asset allocation and investment selection based on Charles Schwab & Co.’s proprietary models and research tools.

Benjamin Mc Nett is a CFP® professional with 16 years of industry experience, currently affiliated with Schwab Wealth Advisory. His prior work includes roles at Equitable Advisors, Wells Fargo, Wavepoint Capital, Bank of America, and Merrill. Mc Nett is based in Orlando, FL. 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 guided by proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Jason Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Charles Schwab since 1999 and has been with Schwab Wealth Advisory Inc. since 2012. 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 uses Charles Schwab’s asset-allocation models and research tools to guide investment decisions, with recommendations tailored to clients’ goals and risk tolerance.

Greggory Tabor is a CFP® professional with eight years of industry experience, currently with Schwab Wealth Advisory in Orlando, FL. He has worked at Charles Schwab since 2018 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he was involved in the restaurant and wine bar business for a brief period. 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’s guidance focuses on asset allocation and investment selection, relying on Schwab’s standard asset-allocation models and internal research tools, with client trade authorization required for execution.

Blake Simpson is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and its affiliated firms since 2008. Based in Orlando, FL, he has worked at Schwab Wealth Advisory since 2021. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance utilizes Charles Schwab's standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Alexis Stasie is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 63 designation and has worked at Charles Schwab & Co., Inc. and J.W. Cole Advisors, Inc. prior to her current role. 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 Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with client trades executed only upon authorization.

Paul Stovall is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2008, including roles within Schwab Wealth Advisory since 2013. His prior experience includes positions at Foldes Financial Management 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 Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Brad Bradley is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has held various roles within Charles Schwab and its affiliated entities since 1996. Outside of his advisory work, he is a part owner of two personal services businesses in Florida. Schwab Wealth Advisory 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 employs standard asset-allocation models and internal research tools to tailor recommendations, while trades require client authorization.

Matthew Durrant is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2022. His prior roles include positions at Bank of America, Merrill, Charles Schwab & Co., and Cowen Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, focusing on asset allocation and investment selection guided by internal research tools and standard asset-allocation models.

Gregory Anderson is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory and Charles Schwab since 2013 and held prior roles at LPL Financial, Fifth Third Securities, Ameriprise, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research to offer tailored guidance, executing trades only with client authorization.

Craig Miller is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1999, including 14 years at 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 select Charles Schwab & Co.-referred clients. The firm employs proprietary asset-allocation models and internal research tools to offer tailored guidance on investment selection, with trades executed only upon client authorization.

David Johnson is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has a long tenure with Charles Schwab dating back to 1998, including experience at CUNA Brokerage 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 advice is based on proprietary asset-allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance, and it operates without discretionary trading authority.

Stephen Carpenter is a Series 66 licensed advisor with Schwab Wealth Advisory, where he has worked since 2020. He has 10 years of industry experience, including roles at Charles Schwab Bank and Charles Schwab. 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 Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset allocation models and research tools to guide investment selection, with trades executed only upon client authorization.

Erica Williams is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. She holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2020, following a tenure at Charles Schwab beginning in 2013. Prior to her financial services career, she worked for the Orlando Magic from 2011 to 2018. 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 offers guidance on asset allocation and investment selection based on Schwab’s standard asset-allocation models and research tools, with portfolio recommendations tailored to clients’ goals and risk tolerance.