Krista Hartwell is a Series 65 licensed financial advisor at Schwab Wealth Advisory with one year of industry experience. She has worked previously at Charles Schwab & Co., Inc., US Bank, and several law firms including Venable LLP and Winston & Strawn LLP. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for 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 guide investment selection, with a focus on client goals and risk tolerance.

Brian Latorre is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. He is based in Redondo Beach, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance focuses on asset allocation and investment selection using internal research tools and standard asset-allocation models, with recommendations tailored to client goals and risk tolerance.