David Cooper is a CFP® professional with 26 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has been affiliated with Charles Schwab and its related entities since 2015 and previously worked at Securian Financial Services for six years. Cooper also serves as a board member for Boys Town of Central Florida, a nonprofit charitable organization. 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 investment approach is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations and utilizing third-party or affiliated money managers for separately managed accounts.

Casey Zeringue is a Series 66 licensed financial advisor with 10 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at TD Ameritrade, Charles Schwab Bank, Charles Schwab & Co., Inc., and Precision Ops Group. 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 & Co.-referred clients. The firm follows established asset-allocation models and offers tailored recommendations based on client goals and risk tolerance, with account management typically delegated to third-party or affiliated money managers.

Douglas Askins is a CFP® professional at Schwab Wealth Advisory with 11 years of industry experience. He has held positions at Charles Schwab, Charles Schwab Bank, and USAA investment and financial planning services prior to joining Schwab Wealth Advisory. 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 is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Eric Berndt is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2014, and previously worked at USAA Financial Planning Services and USAA Investment Services Company. 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 guidance is based on standard asset allocation models and internal research, with recommendations tailored annually to clients’ goals and risk tolerance.