Rodney Nicholson is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked with The Vanguard Group, Public Partnerships, TIAA, and PNC Investments. 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 Charles Schwab’s research tools and standard asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Andrew Brown is a CFP®-certified financial advisor with nine years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at Vanguard, Morgan Stanley, and Putnam Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients comprehensive financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and utilizes Schwab’s proprietary research tools and asset allocation models.