Tanya Heyn is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2021. Her prior roles include positions at Charles Schwab, USAA Investment Management Company, and USAA Financial Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations utilizing Charles Schwab's research tools and standard asset allocation models, with final trading decisions made by the clients.

Connor Garrett is a financial advisor at Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. He has been with Schwab-related firms since 2021, including his current role at Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and tailored investment recommendations. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools, with final trading decisions made by clients.

Kyle Letzter is a CFP® professional with four years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. Prior to joining Schwab Wealth Advisory in 2022, he held roles at Happy High LLC and Bury the Hatchet, among others. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on standard asset allocation models and Schwab research tools while allowing clients to retain final trading decisions.

Nathan Mc Crillis is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and 17 years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2013 and 2016, respectively. Based in Phoenix, AZ, he has focused his career within the Schwab organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using standard asset allocation models and Schwab research tools, conducting at least annual account reviews without exercising discretionary trading authority.

David Arvizu is a CFP® professional with 23 years of experience, currently serving at Schwab Wealth Advisory Inc. since 2014. He is based in Phoenix, AZ, and holds the Series 63 license. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes using Schwab’s proprietary research tools and asset allocation models.

Eric Chang is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he manages a rental property in Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments while allowing clients to make final trading decisions.

David Sessions is a financial advisor with Schwab Wealth Advisory, holding a Series 65 credential and based in Phoenix, AZ. He has been with Schwab Wealth Advisory since 2025 and with Charles Schwab since 2022. Prior to this, he worked in legal roles at Frazer Ryan Goldberg and Arnold, LLP, Franke Beckett LLC, Franke Sessions Beckett, LLC, and the Law Office of Frederick R. Fra. Outside of his advisory role, he has been appointed to arbitrate a court-assigned case. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations using Schwab’s research tools, with final trading decisions made by clients.

Glenn Suppanz is a CFP® with 20 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, having joined in 2025 after 17 years at The Vanguard Group, Inc. He holds the Series 66 designation. Schwab Wealth Advisory provides non‑discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Joseph Buckingham is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at various entities within the Charles Schwab organization since 2000, including Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Schwab Wealth Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and personalized investment recommendations while leaving final trading decisions to clients.

Justin Longfellow is a CFP® with 20 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. His prior roles include positions at Charles Schwab & Co., Inc., JP Morgan Chase Bank, N.A., and Jp Morgan Securities, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations primarily based on Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Jakob Miller is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2022 and Schwab Wealth Advisory since 2025. His background also includes roles at Zayo Group and time spent in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, focusing on financial reviews and investment recommendations using Schwab's asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for its advisory services.

Sarah Connolly is a financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has also operated a business called Sweet Dreams by Sarah from 2012 to 2020. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within Charles Schwab and uses Schwab’s research tools and standard asset allocation models in its approach.

Cory Bass is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Charles Schwab & Co., Inc. and its affiliated advisory unit since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not engage in discretionary portfolio management.

Jacob Walker is an advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 66 and Series 63 licenses and having two years of industry experience. He previously worked at Charles Schwab and has entrepreneurial experience as the founder of Pivot Baseball LLC, where he coaches baseball players online. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews and investment recommendations based on proprietary Schwab research and asset allocation models.

Christopher Lord is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He has held roles at Charles Schwab since 2021 and has extensive prior experience with USAA in various financial planning and investment management capacities from 2007 to 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit of Charles Schwab, delivering advice without discretionary trading authority and typically serves individual clients rather than institutional accounts.

Haris Aziz is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory in Phoenix, AZ. His prior work history includes roles at Science Care and O'Reilly's Auto Parts. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to recommend investment allocations while leaving final trading decisions to clients.

Nicholas Ahumada is a financial advisor with Schwab Wealth Advisory based in Phoenix, AZ. He holds Series 65 and Series 63 licenses and has eight years of industry experience, including roles at Charles Schwab, Northwestern Mutual, and Wells Fargo Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Rico Knight is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, Morgan Stanley, Bank of America, and Merrill. Outside of finance, he is involved with Uber Eats as a delivery driver and creates and sells t-shirt designs on Etsy. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models.

Delfinaa Solanki is a Series 66 licensed financial advisor with six years of industry experience. She is currently with Schwab Wealth Advisory and previously spent ten years at Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations utilizing Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many peers.

Ethan Torres is a CFP® professional with two years of industry experience, currently affiliated with Schwab Wealth Advisory in Phoenix, AZ. He has been with Charles Schwab and Schwab Wealth Advisory Inc. since 2023. Prior to his financial advisory career, Ethan worked in various roles including at Sprouts Farmers Market and Chick-fil-A, as well as spending several years in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm delivers advice through Charles Schwab’s asset allocation models and research tools, with final trading decisions made by clients and accounts reviewed at least annually.