Prithibi Chauhan is a financial advisor at Schwab Wealth Advisory with four years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Chauhan worked at Bank of America and Merrill from 2022 to 2025. Chauhan holds Series 63 and Series 66 credentials and is based in Phoenix, AZ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab and uses standard asset allocation models and Schwab research tools, while clients retain final trading decisions.

Jeanine Borger is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Schwab Wealth Advisory in 2022, she worked at The Vanguard Group from 2011 to 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using 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.

Thomas Travaglini is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He has worked at Charles Schwab and Co., Inc. since 2019 and previously held roles in the hospitality industry at Omni Montelucia Resort and Spa and Omni Hotels Nashville. 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 conducts annual account reviews and offers investment recommendations without exercising discretionary trading authority.

Ajmal Hakeemi is a CFA® charterholder and holds a Series 66 license with ten years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has held roles at Charles Schwab, First Financial Wealth Management, John Hancock, Wells Fargo, Bank of America, and Merrill. He is based in Phoenix, AZ. 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 using Schwab’s standard 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 other enterprise wealth managers.

Taylor Thompson is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at The Vanguard Group and various Charles Schwab entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees or manage accounts on a discretionary basis.

Thomas Richardson is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding a CFP® designation and Series 63 and 66 licenses. He has four years of industry experience, with prior roles at Charles Schwab & Co., Inc., Arizona State University, and Starbucks Coffee Company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes using Schwab's research tools and standard asset allocation models.

Eric Swier is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at The Vanguard Group, J.P. Morgan Securities LLC, and Robinhood Financial, among others. Outside of his advisory role, he owns and operates two e-commerce businesses, Nayame Designs LLC, which sells handmade jewelry, and SwierFinds, a reselling business focused on thrifted items. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews 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 have discretionary trading authority over client accounts.

Ann Stojanovic is a financial advisor at Schwab Wealth Advisory in Phoenix, AZ, with six years of industry experience. She holds the Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2020, having been affiliated with Charles Schwab since 2015. 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, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

Benjamin Aeschliman is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 registrations and having 14 years of industry experience. He has worked at Charles Schwab Bank since 2014 and Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm uses Schwab’s standard asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Alexander Csekme is a financial advisor at Schwab Wealth Advisory, Inc. based in Phoenix, AZ, with two years of industry experience. He holds Series 66 and Series 63 designations and has worked at several hospitality and technology firms prior to joining Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations that utilize Schwab’s research tools and asset allocation models.

Troy Klunk is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Schwab Wealth Advisory and Charles Schwab in various capacities since 2014, with a brief tenure at Edward Jones in 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations based on standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Dane Breslo is a CFP® with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab and Prospera Financial Services Inc. Outside of his advisory work, he sells personal and collectible items on eBay. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support wealth management and investment decisions.

Curtis Westrich is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, having previously worked at Providers Wealth LLC, Mariner Wealth Advisors, Moss Adams Wealth Advisors LLC, and Charles Schwab in various roles. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice without discretionary trading authority and primarily serving individual clients rather than institutional accounts.

Eric Nielsen is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Schwab Wealth Advisory since 2012, following initial work at Charles Schwab & Co., Inc. beginning in 2007. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to recommend investments, conducting at least annual account reviews while leaving final trading decisions to clients.

April Beltran is a Certified Financial Planner™ (CFP®) with 21 years of industry experience. She has worked at Schwab Wealth Advisory Inc and Charles Schwab since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with clients retaining final trading decisions while SWAI conducts annual account reviews.

Daniel Braun is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Dubuque Bank & Trust/HTLF and Wells Fargo Advisors prior to joining Schwab in 2021. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations based on Schwab's asset allocation models and research tools. The firm operates within the Schwab ecosystem with an emphasis on client-directed trading decisions and does not act as a discretionary portfolio manager.

Talmage De Meester is a CFP®-certified financial advisor with 11 years of industry experience, currently with Schwab Wealth Advisory in Phoenix, AZ. His prior experience includes roles at Cetera Investment Advisors, Cornerstone Financial Advisors, Glen D Smith & Associates, Raymond James Financial Services, and USAA financial planning services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.

Judd Wagner is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Charles Schwab since 1997 and with Schwab Wealth Advisory since 2012. Outside of his advisory role, he manages a small portfolio of rental properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using proprietary Schwab research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not exercise discretionary trading authority.

Steven Jung is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab's standard asset allocation models and research tools. The firm conducts annual account reviews and offers investment recommendations while clients retain final trading decisions.

David Sourk is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He previously spent ten years at The Vanguard Group, Inc. Outside of financial services, he owned and managed a small courier business that provided document delivery, mobile notary, and process services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients.