Sean Mallon is a CFP® with 23 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having joined in 2025, and previously worked at Moomoo Financial Inc. and TD Ameritrade. 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 using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge fees directly to clients.

David Clark is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Private Advisor Group in 2024, he worked at several organizations including Cru and Maple Street Biscuit Company. Outside of his advisory role, Mr. Clark operates under the business name Grace Financial Group, LLC, through which he provides investment advice. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm delivers advisory solutions via a large network of investment adviser representatives, utilizing multiple custodians and model strategists to align with client objectives.

Marco Escobar is a financial advisor with Schwab Wealth Advisory, Inc., holding the CFP® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including prior roles at Citigroup and Merrill. Outside of finance, he is involved in music production and songwriting through his business, CasaMuzik. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice using Charles Schwab’s asset allocation models and research tools, focusing on annual financial reviews and investment recommendations within a non-discretionary framework.

Cindy Mayfield is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. She holds the Series 65 designation and has worked at AE Wealth Management since 2016. Cindy is also president of Wealth Management Solutions, LLC, where she is involved in insurance marketing and sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers a range of investment strategies, serving over 127,000 clients through a platform-focused approach.

Jonathan Kress is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Charles Schwab since 2016 and currently works at Schwab Wealth Advisory Inc. in Orlando, FL. 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 and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Patrick Mac Leish is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked at Charles Schwab since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients retaining final trading decisions and discretionary management generally handled by affiliated or third-party managers.

Derrick Butterfield Jr. is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has a broader tenure at Charles Schwab dating back to 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, using proprietary research tools and asset allocation models, while clients maintain final trading authority.

Jason Cvetan is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Charles Schwab Premier Bank, Charles Schwab Trust Bank, Charles Schwab Bank, SSB, and Regions Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Oluwatobi Ajao is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab and has a background that includes time as a collegiate football player at Auburn University. Outside of his advisory role, he works as a delivery driver for DoorDash. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual financial reviews and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients, distinguishing its advisory services from many other enterprise wealth managers.

Brandon Macho is a CFP® professional affiliated with Schwab Wealth Advisory in Orlando, FL, with three years of industry experience. His prior roles include positions at Ameriprise and RBC Capital Markets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations through CS&Co.’s standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority on client accounts.

Rayvon Solomon is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with RBC Rochdale, LLC and has held previous roles at CNR Securities, Ameriprise, Charles Schwab Investment Management, and several other firms. Outside of his advisory work, he owns Wet Jet LLC, a retail business. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs an active, multi-strategy investment approach that integrates quantitative models with fundamental analysis and uses proprietary tools to align portfolios with client investment policies.

Brandon Flitsch is a financial advisor at Schwab Wealth Advisory with 12 years of experience in the industry. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management and various Charles Schwab entities 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 using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, focusing on advisory services delivered through periodic account reviews without discretionary trading authority.

Sheldon Brandau is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Rim Securities LLC and Rochdale Investment Management LLC since 2009. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios using proprietary tools and a broad range of asset classes.

Bryan Williamson is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012. Prior to that, he worked at Charles Schwab & Co., Inc. beginning in 2008. 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 and planning discussions, and investment recommendations using Schwab’s proprietary research tools and asset allocation models.

Eric Bauer is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2018 and joined Schwab Wealth Advisory in 2021. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities. The firm’s advice is based on Charles Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Ted Romine is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and with Charles Schwab & Co., Inc. since 2009. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using standardized asset allocation models and research tools, with final trading decisions made by clients.

Eduardo Montiel is a Series 66-registered financial advisor with Schwab Wealth Advisory in Orlando, FL, with six years of industry experience. His background includes roles at Wells Fargo, Bank of America, Merrill, and Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Matthew Reynolds is a financial advisor at Commonwealth Financial Network with Series 65 credentials and one year of industry experience. His prior work history includes roles at Benetas Wealth, BNY Mellon, LA Fitness, and the University of Central Florida. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a variety of managed-account programs, third-party asset manager access, and back-office services, serving individual and institutional clients across the United States.

Malachi Jones is a financial advisor at Schwab Wealth Advisory with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. starting in 2023 and has a background in retail jewelry sales. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab's asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for advisory services.

Daniel Potocki is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include Charles Schwab, Empower Financial Services, Cetera, and New York Life Insurance Company. He served in the United States Army Reserve for six years. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through Schwab’s research tools and standard asset allocation models.