Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. 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 proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.

Paul Evanoff is a financial advisor at Schwab Wealth Advisory with 22 years of industry experience. He holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2025, with prior experience at Charles Schwab beginning in 2008, Natcity Investments, Inc., and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations, focusing on client authorization for trades and annual reviews.

Sergio Diaz is a financial advisor at Schwab Wealth Advisory with 24 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2008. Outside of his advisory role, he is involved in the resale of sporting event tickets as a sole proprietor. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations with client authorization required for trades.

Steven Brooks is a financial advisor with Schwab Wealth Advisory Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset-allocation models and internal research tools, offering guidance on diversified investment options tailored to clients’ goals and risk tolerance.

David Harry is a Series 66-licensed financial advisor with Schwab Wealth Advisory Inc. in Richfield, Ohio, bringing seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., J.B. Harry and Associates, and a brief tenure with Missing Mountain Brewing Co. He also worked with Habitat for Humanity East Central Ohio. 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 Charles Schwab & Co.-referred clients. The firm focuses on asset allocation and investment selection based on internal research tools and standard asset-allocation models, with recommendations tailored to clients’ goals and risk tolerance.

Matthew Zepp is a CFP® professional with 29 years of industry experience, currently serving at Schwab Wealth Advisory since 2023. His background includes roles at Charles Schwab Bank, Charles Schwab, Fifth Third Securities, and Merrill. 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. The firm’s guidance is based on Schwab’s proprietary asset-allocation models and research tools, with investment decisions executed only upon client authorization.

Michael Storm is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and previously held roles at Charles Schwab Bank, SSB and Robert Half International. He is based in Richfield, Ohio. 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. The firm’s investment approach leverages Charles Schwab & Co.’s asset allocation models and internal research, offering tailored recommendations reviewed at least annually.

Nicholas Kearney is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017, joining Schwab Wealth Advisory in 2025. Prior to this, he was employed at MRI Software for one year. 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 Charles Schwab & Co.-referred clients. The firm utilizes standard asset-allocation models and internal research tools to tailor recommendations, executing trades only with client authorization.

Michael Bryan is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2016. Outside of finance, he owns a commercial and residential pressure washing business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with investment decisions made only upon client authorization.

Jonathon Mahilo is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated advisory services since 2014. Outside of his advisory role, he is a co-founder of Pocket Eight LLC, a graphic design business. 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’s approach is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Michael Dempsey is a CFP® professional with 25 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2019. He has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Outside of his advisory role, he manages rental property investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance.

William Matthews is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. since 2021. His prior experience includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank Ssb, where he worked for over a decade, as well as six years at Ameriprise. 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 Charles Schwab & Co.-referred clients, utilizing proprietary asset-allocation models and internal research tools.

Kaija Bruveris is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank SSB, Summit Wealth Management LLC, Equitable Advisors, and Merrill. Outside of her advisory role, she owns Nourishing Energy LLC, a small business focused on growing sunflowers and creating handmade crafts such as candles. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment approach is based on Charles Schwab’s asset-allocation models and internal research, with services tailored to clients’ goals and risk tolerance.

Yaroslav Lisheba is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2021, following prior roles at Charles Schwab & Co., Northwestern Mutual, and The Ohio State University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

Joshua Rymer is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2021. Prior to his advisory role, he held positions outside the financial industry, including at Penske Truck Leasing and Reality Remodeling. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab’s proprietary asset allocation models and research tools, focusing on client goals and risk tolerance without exercising discretionary trading authority.

Renee Brandes is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds the Series 66 designation and has been part of the Charles Schwab organization since 2016. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with tailored reviews at least annually.