Joseph Delia is a CFP® professional with seven years of experience in the financial industry. He currently works at Schwab Wealth Advisory and has prior experience at Charles Schwab and Co., Inc., TD Ameritrade, and Cerner. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through 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 clients retain final trading decisions.

Brandon Brindley is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Saint Louis, MO. His prior roles include positions at Charles Schwab and Co., Inc., TD Ameritrade, and other financial and consulting firms. Outside of his advisory work, he coaches pickleball players at various skill levels and assists with leagues and clinics. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools.

Leland Kraus is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously been with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Schwab and does not exercise discretionary trading authority for clients.

David Dooling is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Charles Schwab, TD Ameritrade Investment Management, Td Ameritrade, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Matthew Venezia is a CFP® and CFA® with 19 years of industry experience. He currently serves as a financial advisor at Schwab Wealth Advisory, Inc., having previously worked at Scottrade Inc. for 13 years. Venezia holds Series 66 and Series 63 licenses and is based in St. Louis, MO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm delivers advice through standard asset allocation models and research tools, with advisors recommending investments while clients retain final trading authority.

Jonathan Peckron is a CFP® professional with 16 years of industry experience. He is currently with Schwab Wealth Advisory and has held prior roles at LPL Financial, Bank of America N.A., Merrill, TD Ameritrade, and Private Wealth Management. Peckron is based in Saint Louis, MO. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, relying on standard asset allocation models and Schwab research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

Vincent La Rosa is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., LPL Financial, and Stifel Nicolaus. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on comprehensive financial reviews and investment recommendations guided by 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 advisory structure from many enterprise wealth managers.

Timothy Grisby is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., TD Ameritrade, and MineSense Technologies Ltd. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering 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, focusing on client-directed investment decisions without discretionary trading authority.

John Blest is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in St. Louis, MO. He has held roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Cognosante, and Best Buy. Outside of advising, he is involved in construction-related labor through General Contracting Services Inc. Schwab Wealth Advisory 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 guided by Schwab’s proprietary research tools and asset allocation models.

Margaret Mueller is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade, and Scottrade. 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 across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools while client trading decisions remain discretionary.

Christine Boyce is a financial advisor with Schwab Wealth Advisory in St. Louis, Missouri, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, and Scottrade. She also serves as president of the Locke Condominium Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm’s advisors recommend allocations and specific investments while clients retain final trading decisions.