Thanh Huy Tran is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations. His previous experience includes roles at Wells Fargo and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, structuring its compensation through Charles Schwab & Co.

Ian Crangle is a financial advisor at Creative Planning with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2023, he worked at Ameriprise, Voya Investment Management, and E*Trade Securities. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, institutional plans, and trusts. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Blake Lea is a CFP® with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Charles Schwab & Co., Inc. and Flower Ave. Inc. Prior to his advisory roles, Blake held various positions including at the University of Florida and Southeastern University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing proprietary asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

Hasson Murphy is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Charles Schwab-affiliated entities since 2004, including nine years specifically at Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Charles Schwab ecosystem, delivering advice using standard asset allocation models and research tools while leaving final trading decisions to clients.

William Guinn is a CFP® professional based in Orlando, FL, with 18 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients and generally does not exercise discretionary trading authority.

Aaron Phelps is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 2005. 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 offers annual financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools, with clients retaining final trading decisions.

Nicholas Leason is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Eagle Strategies since 2022 and has been involved with New York Life Insurance Co and its affiliated entities since 2015. Outside of his advisory role, he brokers non-registered insurance products through his own business, Leason Financial. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers various program types and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis.

Darin Bostic is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1999, including nine years at Schwab Private Client Investment Advisory and three years at Schwab Wealth Advisory. Outside of his advisory roles, he previously worked with the Stetson Futbol Association. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Charles Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

Robin Wade is a Series 66-credentialed financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 22 years of experience. Wade has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co. Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in 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 the Schwab ecosystem, using standard asset allocation models and research tools while leaving final trading decisions to clients.

Vianny Minaya is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Schwab Wealth Advisory in 2021, Minaya worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, Minaya is involved as a property owner and landlord. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations within the Charles Schwab ecosystem. The firm uses standard asset allocation models and Schwab research tools, with clients retaining final trading decisions and SWAI conducting annual account reviews.

Steven Golden is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab in various capacities since 1997. Outside of his advisory role, he coaches high school baseball and participates in college baseball recruiting. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, delivering recommendations based on asset allocation models and Schwab research tools while leaving trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual financial reviews and wealth management education.

Tyler Schaefer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked with firms including JPMorgan Chase, Bank of America, and Wells Fargo. Outside of finance, he is involved in dog boarding and dog walking through Rover and co-owns Evergreen Kennels LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily through Schwab's standard asset allocation models and research tools.

Joseph Clifton is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 11 years of industry experience, including 6 years with Schwab Wealth Advisory and 12 years with Charles Schwab overall. He is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice through standardized asset allocation models without exercising discretionary trading authority.

Colton Rankey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. Prior to joining PNC Wealth Management, he worked with Agia and Valic Financial Advisors and spent several years in education with Polk County Schools and Middletown City Schools. He is also appointed as an agent to sell non-securities insurance products for Agia. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a pilot digital discretionary model account available to select employees. The firm utilizes approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with algorithm-based risk assessment and annual rebalancing.

Tanya Tremel is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc, Supelle, KIE Collaborators, LiveTrends Design Group, and Lockheed Martin. Outside of financial advising, she owns Joy Marketing, a marketing services business supporting startup companies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools to guide clients, with final trading decisions made by clients themselves.

Gregory Mantecon is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its program sponsored by Charles Schwab & Co., Inc. The firm delivers advice through Schwab’s standard asset allocation models and research tools, with investments recommended by its advisors but final trading decisions made by clients.

Alexandra Carney is a financial advisor with Eagle Strategies (NY Life) in Maitland, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Eagle Strategies since 2019 and has a longer history with New York Life entities dating back to 2013. Outside of her advisory work, she serves as a board member for Girls on The Run Central Florida and volunteers as a classroom coordinator at Parke House Academy, in addition to working seasonally as an entertainer at Universal Orlando. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ricky Parker is a financial advisor with Schwab Wealth Advisory Inc. in Orlando, FL. He holds Series 63 and Series 66 designations and has 27 years of industry experience, having worked with Charles Schwab and its affiliated entities since 1999. Parker has been with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. 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 utilizing Schwab's research tools, with client-directed trading decisions and periodic account reviews.

Jay Shah is a financial advisor with Eagle Strategies (NY Life) who holds the Series 63 and Series 65 credentials and has 18 years of industry experience. He has been with Eagle Strategies since 2010 and is also affiliated with New York Life Securities LLC and New York Life Insurance Company since 2007. Shah serves as Secretary on the board of the Indian American Chamber of Commerce and holds board positions with the UCF College of Science Dean Advisory Board and the Asian American Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individual investors, institutional plans, charitable organizations, and corporate clients. The firm offers a range of program types, emphasizing tailored recommendations and managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Felipe Florez is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual 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 charge clients directly for its advisory services.