Tina Ye is a CFP® and Series 66 accredited financial advisor with Schwab Wealth Advisory, bringing 16 years of industry experience. She has worked at Schwab Wealth Advisory and Charles Schwab since 2022, following nine years at MML Investors Services LLC and Massmutual Life Insurance Company. 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 and planning discussions, 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, with discretionary management typically handled by affiliated or third-party managers.

Nikko Barela is a CFP® professional at Schwab Wealth Advisory with seven years of industry experience. He has previously worked at J.P. Morgan Securities, Fidelity Investments, and Empower, among other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to deliver investment recommendations while leaving final trading decisions to clients.

Eric Vincent is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Lone Tree, Colorado. He has been with Charles Schwab and Schwab Wealth Advisory Inc. since 2016. 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 across various asset classes. The firm operates within the Schwab ecosystem, using standardized asset allocation models and research tools while leaving final trading decisions to clients.

John Pedotto is a CFP® with 30 years of experience in the financial services industry. He has been with Schwab Wealth Advisory Inc. since 2021 and previously worked at Charles Schwab in various roles from 1996 to 2021. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Travis Davis is a CFP® professional with 18 years of experience in the financial industry, currently serving at Schwab Wealth Advisory Inc. since 2012 and affiliated with Charles Schwab since 2008. He is based in Lone Tree, Colorado. Beginning in 2026, Davis will participate in the City of Lone Tree Planning Commission, contributing to the review of new local development projects. 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 various asset classes. The firm utilizes Schwab’s asset allocation models and research tools, with final trading decisions made by clients, and does not exercise discretionary trading authority.

Jessica Klein is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory Inc. since 2013. She has been affiliated with Charles Schwab since 2011. Outside her advisory role, she manages a rental property with her husband in Aurora, Colorado. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and focuses on wealth management education without exercising discretionary trading authority.

Adam Cansler is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Charles Schwab in various capacities since 2011, including his current role at Schwab Wealth Advisory since 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations. The firm uses standard asset allocation models and Schwab research tools to guide clients, with final trading decisions made by the clients themselves.

Jesse Kellar is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2019 and has a total of ten years with Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm serves clients through annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Austin Pettitt is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Schwab Wealth Advisory, Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and service in the United States Army. Outside of finance, he works as a strength and conditioning coach specializing in sports performance and weight loss for active duty military and aspiring clients. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Valerie Pate is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has worked with Charles Schwab in various capacities since 2018 and spent a decade at Fidelity Investments prior to that. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm offers comprehensive financial reviews and investment recommendations but does not exercise discretionary trading authority.

Ryan Vehar is a CFP® professional with 25 years of industry experience currently serving at Schwab Wealth Advisory Inc. since 2012. He has worked within the Charles Schwab organization since 2000. Outside of his advisory role, he serves as District Finance Committee Chair for the Boy Scouts of America Firebird District in Phoenix, Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm utilizes Charles Schwab’s research tools and asset allocation models, recommending investments while clients retain final trading decisions.

Robert Lucker is a CFP® professional with 27 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Schwab Wealth Advisory, Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial planning and investment recommendations through standard Schwab asset allocation models and research tools, with client-directed trading decisions and at least annual account reviews.

Angella Nakigozi is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 credentials and three years of industry experience. She joined Schwab Wealth Advisory in 2025 after working at Charles Schwab since 2022. Prior to her advisory career, her background includes roles at companies such as Wonolo, Amazon, and Mam Foods LLC. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice to clients enrolled in 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, with final trading decisions made by clients.

Andrew Gordon is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2021, with prior roles at Charles Schwab & Co., Inc. and T. Rowe Price. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, utilizing proprietary asset allocation models and research tools while leaving final trading decisions to clients.

Scott Murphy is a financial advisor with Schwab Wealth Advisory, holding CFP® and ChFC® designations and nine years of industry experience. He has worked with Schwab Wealth Advisory since 2019 and has experience at Charles Schwab dating back to 2017. Murphy is also involved in community activities, serving on the financial council for Ave Maria Catholic School. 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 using Charles Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority for its clients.

Alexander Cornell is a financial advisor with Schwab Wealth Advisory, Inc. based in Lone Tree, CO. He holds the Series 66 and Series 63 credentials and has two years of industry experience. Prior to joining Schwab, he worked at La Loma and has experience in the food service industry as well as five years in full-time education. 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. The firm delivers advice through standard asset allocation models and Schwab research tools, with client trading decisions remaining final.

Kevin Hogue is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2021. Prior to this, he worked at UBS Financial Services Inc. from 2015 to 2021. He holds a Series 66 license and is based in Lone Tree, Colorado. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Mary Hamblin is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has been affiliated with Charles Schwab & Co., Inc. since 2020. Outside of her advisory work, she owns MerryMakes LLC, a business focused on selling crocheted goods online. Schwab Wealth Advisory provides non‑discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations utilizing Schwab’s asset allocation models and research tools.

Earnest Hubbard IV is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Windhaven Investment Management and ThomasPartners Investment Management. Hubbard has been with Charles Schwab and its affiliated advisory entities since 2018. 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 various asset classes. The firm operates within the Schwab ecosystem, recommending allocations without discretionary trading authority while utilizing Schwab's proprietary research tools.

Craig Collisson is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 11 years of industry experience, including over a decade at Charles Schwab and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients 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 for its advisory services.