Ja'lil Reynolds is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and less than one year of industry experience. Before joining Schwab Wealth Advisory, he worked at Northwestern Mutual for one year and spent several years in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering 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 and conducts reviews without discretionary trading authority, with affiliated managers handling discretionary portfolios.

James Petrusky is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and SunTrust investment firms since 2007. He occasionally assists with a tee shirt and coffee mug design business operated by his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Barbara Vaught is a Series 66-licensed financial advisor with 24 years of industry experience. She has been with TIAA-CREF since 2013, working within the firm’s enterprise segment in Apopka, FL. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm is notable for its fiduciary approach and its role as adviser to the TIAA Donor Advised Fund, operating within a vertically integrated group that uses affiliated funds.

Thanh Huy Tran is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab & Co., Inc. since 2018, preceded by two years at Wells Fargo. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering financial reviews, retirement planning, and investment recommendations guided by Schwab’s asset allocation models and research tools.

Jennifer Fanelli Zastrow is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services Inc. and Morgan Stanley Smith Barney. She has been with Schwab Wealth Advisory since 2021. 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 directly charge clients fees.

Ian Crangle is a financial advisor at Creative Planning with nine years of industry experience. His prior roles include positions at Ameriprise, Voya Investment Management, and E*Trade Securities. He holds Series 63 and Series 66 designations. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tailored allocations and private market exposure.

Chad Faulkenberry is a CFP® with 21 years of industry experience and is currently with Hightower Advisors. His prior roles include positions at Journey Strategic Wealth LLC and Charles Schwab & Co., Inc., where he spent 10 years. Outside of his advisory work, he serves as Finance Committee Chair and Facilitator of the Financial Peace University Course at Aloma Church, and he is Chair of the Board of Directors for Central Florida Community Arts. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research, offering a wide range of portfolio management and consulting services.

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.

Rolando Martinez is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked across several SunTrust entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research and inter-affiliate integration.

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.

Rodney Hampton is a financial advisor with Schwab Wealth Advisory in Altamonte Springs, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His background includes roles at Charles Schwab since 2008 and a 15-year tenure at The Walt Disney Company. 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 and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees or engage in discretionary portfolio management.

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.

Elayna Barrison is a financial advisor at RBC Rochdale, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at City National Rochdale since 2019, following five years at Koss Olinger & Co., LLC. Outside of her advisory role, she is an independent author specializing in fantasy fiction. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing a multi-strategy investment process that integrates quantitative modeling and fundamental analysis. The firm offers discretionary and non-discretionary portfolio management and is known for sponsoring City National Rochdale mutual and interval funds.

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 66 and Series 63 registrations and three years of industry experience. His prior work includes roles at JPMorgan Chase, Bank of America, Merrill, and Wells Fargo. Outside of finance, he is involved in dog boarding and walking through his business with Rover and co-owns Evergreen Kennels LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge advisory fees to clients.