Chi Duong is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory, Chi operated businesses in the nail care industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments while clients retain final trading decisions.

Alexander Ellingboe is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 66 designations and 11 years of industry experience. He has previously worked with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Outside of advising, he owns a rental property in Denver. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations aligned with Schwab’s standard asset allocation models and research tools.

Steve Harris is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2012. He has been associated with Charles Schwab in various capacities since 1999. Outside of his advisory role, he owns and manages a rental property. 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, utilizing Schwab’s asset allocation models and research tools while maintaining a non-discretionary advisory structure.

Jason Williams is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 designations and has 26 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Schwab Wealth Advisory Inc. since 2012. 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 utilizes Schwab’s asset allocation models and research tools to support its advice, with final trading decisions made by clients and no discretionary trading authority exercised by the advisory team.

Bruce Gruenberg is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and has been affiliated with Charles Schwab since 1999. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm uses standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Chetana Munnangi is a CFP® certificant with three years of industry experience, currently serving at Schwab Wealth Advisory. She has worked at Charles Schwab since 2023 and previously held various roles in healthcare and rehabilitation services. In addition to her advisory work, she provides physical therapy services on a PRN basis at the Life Care Center of Stonegate. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, providing financial reviews, retirement planning, and investment recommendations based on Schwab’s proprietary research tools. The firm operates within the Schwab ecosystem and focuses on client-directed trading without exercising discretionary authority.

James Malm is a CFP® professional with seven years of industry experience currently serving at Schwab Wealth Advisory. His prior roles include positions at T. Rowe Price and First Command Financial Services. 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 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 directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Kyle Vincent is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has been with Schwab Wealth Advisory since 2020 and has also worked at Charles Schwab & Co., Inc. and Scottrade, Inc. prior to his current role. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services including annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates internally within the Schwab ecosystem, delivering advice based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Raci Yigitbas is a CFA® charterholder with 26 years of industry experience. He has been with Charles Schwab since 1999 and currently serves as an advisor at Schwab Wealth Advisory Inc., where he has worked for 14 years. 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 based on Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice without exercising discretionary trading authority.

Annajane Mooney is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and Charles Schwab & Co., Inc. since 2021. Outside of finance, she designs custom costume commissions through her textile art business, The Soulless Seamstress, and is involved in live action theater as a writer and event coordinator with Mooneybin Entertainment LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews and personalized investment recommendations primarily using Schwab’s asset allocation models and research tools.

Sharon Markovitz is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. She has 27 years of industry experience, including over 14 years with Schwab Wealth Advisory and more than 26 years at Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through 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 directly charge clients fees, distinguishing its approach from many other wealth managers.

Christopher Johnson is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Lone Tree, CO. His prior experience includes roles at Morgan Stanley and E*TRADE. Outside of his advisory work, he assists with the financial bookkeeping for Echoes of Elegance, LLC, a business involved in restoring and selling antiques. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual 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 exercise discretionary trading authority.

Bradley Hall is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and joined Schwab Wealth Advisory in 2026. Prior to this, he held roles at Colorado Springs Powersports and Equity Colorado Real Estate. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, providing clients with annual financial reviews 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 Schwab research tools, while leaving final trading decisions to clients.

Matthew Beauregard is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2011, including roles with Schwab Private Client Investment Advisory, Inc. and Schwab Wealth Advisory Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations based on 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 and annual account reviews.

David Findlow is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has worked at Independent Financial Partners since 2021 and previously spent 13 years with Charles Schwab and Charles Schwab Bank. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.

Myra Lawson is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab and Keybank, among other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering 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 and delivers advice through standard asset allocation models and Schwab research tools, with clients retaining final trading decisions.

Brandon Akers is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Schwab Wealth Advisory and previously held positions at T. Rowe Price Investment Services and Confluence Financial Advisors. Outside of his advisory role, he manages several rental properties with his wife. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering 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 the Schwab ecosystem and generally does not exercise discretionary trading authority.

Thomas Burrell is a CFP® professional at Schwab Wealth Advisory with nine years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews while clients retain final trading decisions.

Justin Richards is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Charles Schwab and its affiliated advisory entities since 2011. 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 based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, differentiating its advisory approach from many enterprise wealth managers.

Scott Houtsma is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to his current role, he held positions at Charles Schwab & Co., Inc., Lululemon, Facit Homes, Build Team, and The Aspen Institute among others. Outside of finance, he has worked in diverse roles including at a pub and in architecture. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Schwab, delivering advice using standard asset allocation models and Schwab research tools without exercising discretionary trading authority.