Chelsey Schumann is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Schwab, she held roles in real estate and hospitality. 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 supported by Schwab’s research tools, with a focus on client-directed trading decisions.

Andrew Bennett is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2019. He has been with Charles Schwab & Co., Inc. since 2013, including five years at Charles Schwab Bank. 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 using Schwab’s research tools and standard asset allocation models.

Zachary Perret is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Vanguard, Charles Schwab & Co., Mercer Global Advisors, E*TRADE, and J.P. Morgan, among others. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to support clients through annual reviews and tailored investment recommendations.

Mark Morgan is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Advisors. He is also the president of Morgan Capital Solutions, an investment advisory firm. OSAIC Advisory Services, LLC serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering investment management, financial planning, and retirement consulting services. The firm employs multiple program models and combines proprietary guidance with third-party platforms and managers to build and monitor client portfolios.

Felisha Pullen is a CFP® professional with 28 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2025. Her prior experience includes roles at Charles Schwab from 2018 and 1st Global Capital Group from 2010 to 2018. Outside of her advisory career, she operates a business making girls' hair bows and owns a vending machine business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations and wealth management education through Schwab's research tools and standard asset allocation models.

Cameron Heald is a financial advisor with Schwab Wealth Advisory and holds the Series 66 designation. He has experience in both Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., beginning his industry career in 2026. Prior to joining Schwab, he worked with Indy Wealth Advisors, Football University, and CAPTrust, and has a background in education through Full Time Education. 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, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, using Schwab’s asset allocation models and research tools while leaving final investment decisions to clients.

Alexandra Hauer is a CFP®-certified financial advisor with eight years of industry experience. She has been with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. since 2021, following roles at Edward Jones and the University of Arizona. 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 based on Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Bilal Ali is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at several firms, including Charles Schwab & Co., Robinhood Financial, JP Morgan Securities, and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across a range of assets. The firm operates within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, while leaving final trading decisions to clients.

Richard Fox is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through 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 Schwab’s research tools and asset allocation models while leaving final trading decisions to clients.

Julieanne Brittain is a Series 66-licensed financial advisor with Schwab Wealth Advisory and has 11 years of industry experience. She has worked at several firms including Charles Schwab, TD Ameritrade, Fidelity Brokerage Investments, and Raymond James & Associates. 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 using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab and does not directly charge clients fees for its services.

Alan Perdue Jr. is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Merrill, Robinhood Markets, Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Teal Powell Mckinzie is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and two years of industry experience. Their work history includes multiple roles at Charles Schwab and Heb. 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 using standard Schwab asset allocation models and research tools. The firm operates within the Schwab ecosystem, focusing on client-directed trading decisions without discretionary management.

Deven Cudar is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Charles Schwab & Co., Inc. and TD Ameritrade, Inc., with prior experience outside the financial sector. 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 using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not provide discretionary portfolio management directly.

Michael Bui is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Wealth Management, LLC and Journey Wealth Management. Outside of his advisory roles, he has experience with insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed by AEWM, third-party strategists, and advisor-managed models, along with financial planning and consulting services.

Donald Bradley is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Dicks Sporting Goods. Bradley has been associated with Charles Schwab and its related entities since 2020. 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 standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Aubrey De Bose is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab Wealth Advisory, Aubrey worked at J.P. Morgan Securities and Robinhood Markets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and 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 directly charge clients fees.

Ryan Gahler is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at TD AMERITRADE and Charles Schwab & Co., Inc. Ryan is based in Westlake, Texas. 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 across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools, while clients retain final trading decisions.

Timothy Mc Intosh is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Mastercard International Inc. since 2014. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a large network of independent advisors and affiliated broker-dealers, utilizing both discretionary and non-discretionary arrangements and a range of sub-advisors and third-party model platforms.

Shawndi Purselley is a CFP® professional with 26 years of industry experience, currently serving as an investment advisory representative at CWM, LLC. Her prior experience includes roles at Cetera, Cetera Wealth Services, LLC, and First Financial Equity Corporation. Outside of her advisory work, she owns an online boutique that buys and sells women's clothing. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, and retirement plan services using discretionary model portfolios supported by in-house committees, third-party sub-advisors, and various customization tools.

Zachery Fisher is a financial advisor with Empower Advisory Group in Roanoke, TX, holding Series 66 and Series 63 credentials and 13 years of industry experience. He previously worked at Charles Schwab and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.