Patrick Mac Leish is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked at Charles Schwab since 2013. Based in Orlando, FL, he provides investment advice and financial planning services to clients. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and wealth management consultations. The firm’s advice is guided by Schwab’s asset-allocation models and internal research, with tailored recommendations based on client goals and risk tolerance.

Derrick Butterfield Jr. is a financial advisor with Schwab Wealth Advisory Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has a broader affiliation with Charles Schwab dating back to 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services include asset allocation guidance and investment selection based on Charles Schwab & Co.’s standard models and internal research tools, with client accounts reviewed at least annually.

Jason Cvetan is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials and one year of industry experience. His prior work history includes roles at Regions Bank, Charles Schwab & Co., Inc., and Amazon Flex. Based in Orlando, FL, he has been with Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach involves tailored asset allocation and investment recommendations using Schwab’s internal research tools, with client authorization required for trades, and it operates under a structure affiliated with Charles Schwab & Co. and related entities.

Oluwatobi Ajao is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and two years of industry experience. Before joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab and has a background that includes involvement with Auburn University Football. Outside of advisory work, he has worked as a delivery driver for DoorDash. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients primarily enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with tailored recommendations aligned to client goals and risk tolerance.

Brandon Macho is a CFP®-credentialed financial advisor with three years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., and previously held roles at Ameriprise Financial Services, LLC and RBC Capital Markets, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach centers on asset allocation guidance based on proprietary models and internal research, with client trades executed only upon authorization.

Abigail Lovaglio is a financial advisor at Kestra Advisory with one year of industry experience. She holds a Series 66 designation and has previously worked at Kestra Investment Services, Dynamic Equipment Group/Mascap Dealer Holdings, Mondelez International, the University of Central Florida, and Auburn University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

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 industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management and various Charles Schwab entities. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice follows Charles Schwab & Co.’s asset-allocation models and internal research, with client trades performed only upon authorization.

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 with Schwab Wealth Advisory, Inc. based in Orlando, FL. He holds Series 63 and Series 66 designations and has 18 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2008 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain CS&Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is guided by Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations reviewed at least annually.

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 been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab & Co., Inc. since 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s approach includes asset allocation guidance based on proprietary models and internal research, with trades executed only upon client authorization.

Ted Romine is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and with Charles Schwab & Co., Inc. since 2009. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering customized recommendations with at-least-annual reviews while trades require client authorization.

Eduardo Montiel is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, Bank of America, Merrill, and Wells Fargo Bank. Montiel is based in Orlando, FL. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice utilizes Schwab’s asset-allocation models and internal research tools, offering tailored recommendations with trades executed only upon client authorization.

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 with Schwab Wealth Advisory, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and Charles Schwab & Co., Inc. since 2023, with prior experience in retail jewelry and education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using proprietary asset-allocation models and internal research tools tailored to individual goals and risk tolerance.

Daniel Potocki is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Empower Financial Services, The Huntington Investment Company, Cetera, and New York Life Insurance Company. He also served six years in the United States Army Reserve. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and research tools. The firm manages investments with client authorization and offers tailored recommendations based on individual goals and risk tolerance.

Susan Poss is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. She has been with Charles Schwab and its affiliated firms since 1999, including 12 years specifically at Schwab Wealth Advisory. She holds Series 63 and Series 66 licenses and is based in Orlando, Florida. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is guided by Schwab’s standard asset-allocation models and internal research tools, focusing on client goals and risk tolerance without exercising discretionary trading authority.

Nolan Cancino is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with firms including Charles Schwab, Morgan Stanley Smith Barney LLC, and Julius Baer Bank & Trust (Bahamas) Limited. He is based in Orlando, FL. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Stuart Farb is a financial advisor with Commonwealth Financial Network in Maitland, FL, holding the ChFC® and Series 63 designations and bringing 50 years of industry experience. He previously spent 49 years at Lincoln Financial Advisors Corporation before joining Commonwealth Financial Network and Aegis Consulting in 2023. Farb is also a co-owner of The Farb Financial Group, LLC, and Farb & Schilling, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, compliance, and practice-management support. The firm offers discretionary model portfolios and customizable investment solutions across various program structures.

Sean Moore is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 24 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and also associated with Charles Schwab & Co., Inc. since 2011. Prior to that, he worked at Choreo, LLC for nine years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on internal research and asset-allocation models, with a focus on tailored recommendations and a compliance framework distinct from many peers.