Robert Johnson is a CFP® credentialed financial advisor with 15 years of industry experience. He has worked at Charles Schwab since 2021 and previously spent 10 years with THE Vanguard Group, Inc. He is based in Phoenix, AZ. He is affiliated with Schwab Wealth Advisory, Inc., which provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program. The firm’s approach emphasizes asset allocation and investment selection using Charles Schwab & Co.’s internal research and standard models, with recommendations tailored to client goals and risk tolerance.

Sean O Neill is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at SP+ and Mohegan Sun. Schwab Wealth Advisory 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 advice is based on standard asset-allocation models and internal research tools, focusing on client goals and risk tolerance without exercising discretionary trading authority.

William Read is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and its affiliated advisory firm since 2000. 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 uses Charles Schwab’s asset-allocation models and internal research tools to deliver recommendations tailored to individual goals and risk tolerance, with trades executed only upon client authorization.

Alisha Kotranza is a financial advisor at Schwab Wealth Advisory with one year of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab & Co., The Vanguard Group, and Wells Fargo. Prior to her finance career, she spent several years at Sheraton Grand Wild Horse Pass and briefly worked at Press Coffee. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools. The firm serves clients with tailored recommendations based on their goals and risk tolerance, with trades executed only upon client authorization.

Alex Wilson is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked with Schwab Wealth Advisory Inc. since 2017 and previously held roles at USAA Financial Planning Services and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning through the Schwab Wealth Advisory program, serving clients with tailored asset allocation and investment recommendations based on Charles Schwab & Co.’s models and research tools.

Michael Seigal 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 and Co., Inc., Charles Schwab Bank, SSB, and USAA-affiliated firms over his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and internal research to tailor recommendations based on individual goals and risk tolerance.

Taylor Sevenants is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Prior to joining Schwab, Taylor has experience in diverse roles including positions at Ambli Global Cuisine and Grand Canyon University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Navreet Bath is a CFP® professional with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory Inc. since 2020. Prior to this, Navreet worked at Charles Schwab starting in 2017 and was employed at Harkins Theatres from 2014 to 2017. 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 approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with trades executed only upon client authorization.

Kayla Begue is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and 10 years of industry experience. She has been with Schwab Wealth Advisory and Charles Schwab since 2015. 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 Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients' goals and risk tolerance.

Davis Pearce is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab & Co., Inc. and Carvana LLC. 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 referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with client-approved trade execution and regular portfolio reviews.

Corinne York is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, Arizona. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. York has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 1999. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by Charles Schwab’s asset-allocation models and internal research, with reviews tailored to client goals and risk tolerance.

Tyler Kunzler is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and Wells Fargo Clearing. Schwab Wealth Advisory 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, focusing on asset allocation and investment selection based on proprietary research and tailored to individual goals and risk tolerance.

Mathew Tracy is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Morgan Stanley and Buckingham Strategic Wealth, among other firms. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset allocation models and research tools, with trades executed only upon client authorization.

Michael Taylor is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and two years of industry experience. His previous roles include positions at Fidelity Investments, U.S. Bank, and Charles Schwab & Co. He is based in Phoenix, AZ. 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 uses proprietary asset-allocation models and internal research tools, offering tailored recommendations with at-least-annual reviews, while trades require client authorization.

Charles Buchanan is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Charles Schwab and related entities since 1995, including over a decade with 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, using asset-allocation models and research tools developed by Charles Schwab & Co. The firm offers guidance on mutual funds, ETFs, SMAs, and alternative investments, with trades executed only upon client authorization.

Jack Stephens is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has one year of industry experience and has worked previously at Wilde Wealth Management Group and Charles Schwab & Co., Inc. Outside of financial services, he has experience in the food service industry, including positions at Ike's Love and Sandwiches and Amiel's Original Submarine. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses standard asset-allocation models and internal research tools to offer personalized recommendations without exercising discretionary trading authority.

Jason Tamani is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and has a total of 18 years at Charles Schwab. Outside of his advisory role, he works part time as an Amazon Flex delivery driver. 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 uses Charles Schwab’s asset-allocation models and research tools to provide tailored recommendations without exercising discretionary trading authority.

Jared Spraggins is a CFP® with 26 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, where he has worked since 2025, and previously spent over a decade at Schwab Private Client Investment Advisory, Inc. Outside of finance, he owns and operates Waylon Records LLC, a record label involved in music creation, marketing, and distribution. 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 referred clients. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with a focus on customized recommendations aligned to clients’ goals and risk tolerance.

Todd Garrett is a CFP® professional with 18 years of industry experience, currently serving at Schwab Wealth Advisory in Phoenix, AZ. His career includes roles at Charles Schwab & Co., Inc. since 2016, and prior experience with Fidelity and Vanguard Advisers. 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 guidance is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Anacapri Zuniga is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory, Zuniga held roles at Care.com and several other companies. 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 based on Charles Schwab’s standard asset-allocation models and internal research tools. The firm’s services include guidance on asset allocation and investment selection, with trades executed only upon client authorization.