Colin Maurer is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. He holds Series 66 and Series 65 designations and has one year of industry experience. His prior work experience includes roles at Charles Schwab & Co., Inc., as well as ventures in car detailing and pest solutions. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, 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, with reviews tailored to clients’ goals and risk tolerance.

Jonathan Crosby is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab, Protective Life Corporation, Private Client Services, RFG Advisory, Regions Bank, and BBVA Securities Inc. He is based in Phoenix, AZ. Schwab Wealth Advisory provides fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is guided by Schwab’s asset-allocation models and internal research, offering recommendations tailored to individual goals and risk tolerance without exercising discretionary trading authority.

Zachary Green is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Arizona Tile and Stone Specialists and Sun West Builders. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Nina Anoya is a Financial Consultant I with nearly a decade of experience in wealth planning. She has spent over five years advising high-net-worth clients, focusing on building trusted relationships and providing personalized financial strategies. Her professional experience includes roles at Fisher Investments, where she served as a Wealth Advisor from 2020 to 2025, Client Operations Group Manager from 2017 to 2020, and Client Service Associate from 2016 to 2017.

Garrett Benham is a Series 66 credentialed financial advisor with Schwab Wealth Advisory in Phoenix, AZ. He has one year of industry experience, including roles at Charles Schwab & Co., Inc. Prior to his advisory career, he held various positions in marketing and the fitness industry. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standardized asset allocation models and tailored recommendations.

Donovan Seguritan is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at USAA Investment Management Company and USAA Financial Advisors prior to joining Schwab in 2018. Outside of advisory work, he manages a single-dwelling rental property. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on proprietary asset-allocation models and internal research, with trades executed only upon client approval.

Samer Kaddoura is a financial advisor with Schwab Wealth Advisory, holding Series 65 and Series 63 licenses and bringing three years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and previously held positions at Charles Schwab & Co., Inc. and TD Ameritrade. Schwab Wealth Advisory, Inc. serves clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Justin Stanford is a CFP® with 10 years of experience in the financial services industry. He currently works at United Planners Financial Services of America and previously spent eight years at The Vanguard Group. Outside of advisory work, he has been involved with Stanford Enterprises and operated the Classic Cooking Academy. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm provides financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform supported by multiple custodians and third-party money managers.

Raymond Schenk is a financial advisor with Schwab Wealth Advisory, holding CFP® and ChFC® designations and over 22 years of industry experience. His career includes roles at Charles Schwab & Co., The Vanguard Group, and Wealth Enhancement Group. He is based in Phoenix, AZ. 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 guidance is based on proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

David Bucannon is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. He has been with Charles Schwab and its affiliated Schwab Wealth Advisory since 2023. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and internal research tools to guide investment selections.

Jiexi Li is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, Li worked at Charles Schwab since 2022 and spent three years in full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s proprietary asset-allocation models and internal research, with recommendations tailored annually to individual client goals and risk profiles.

Elise Gidaro is a CFP® professional with nine years of industry experience, currently serving as a financial advisor with Schwab Wealth Advisory. Her prior experience includes roles at The Vanguard Group and Metromile. Outside of finance, she operated a babysitting service, Busy Bees Babysitting, for seven years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, using Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations. The firm focuses on client authorization for trades and typically recommends managed accounts from third-party or affiliated money managers.

Crystal Cruz Mata is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and currently based in Phoenix, AZ. She has approximately one year of industry experience, with prior roles at Charles Schwab & Co., Inc. and her own firm, Crystal Cruz Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the SWA program and certain Charles Schwab-referred clients, utilizing proprietary asset-allocation models and research tools to tailor recommendations to client goals and risk tolerance.

Benjamin Tod is a CFP® professional with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory Inc. since 2021. He has been affiliated with Charles Schwab & Co., Inc. since 2017 and has prior work experience at Modis and Arizona State University. 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 referred clients. The firm’s approach utilizes Charles Schwab’s asset allocation models and internal research tools, offering recommendations tailored to clients’ goals and risk tolerances without exercising discretionary trading authority.

Tanner Dix is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Prior to joining Schwab, he worked at J.P. Morgan Securities LLC and Robinhood Markets Inc. Outside of his financial advisory role, he owns a car rental business operating through the Turo platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools while requiring client approval for trades.

Alexa Jones is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. She has 10 years of industry experience, including positions at Charles Schwab and Charles Schwab Bank. Jones is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance utilizes Schwab’s asset-allocation models and internal research, offering tailored recommendations with client approval required for trades.

Glen Mc Dowell is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and five years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and previously held roles at Charles Schwab & Co., Inc. and Merrill. His background also includes a three-year tenure at Yelp. 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 standardized asset-allocation models and internal research, with trades executed only upon client authorization.

Austin Fetch is a CFP® with 10 years of industry experience, currently advising at AE Wealth Management, LLC. His prior roles include positions at Charles Schwab and Ameriprise Financial Services, Inc. He also serves as an advisor for Dare To Retire U, where he teaches financial education classes. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines multiple model strategies and advisor customization.

Chris Anoya is a CFA® credentialed financial advisor with 13 years of industry experience. He is currently with Schwab Wealth Advisory in Phoenix, AZ, having joined in 2025. His prior experience includes roles at Fidelity Investments and Fisher Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset allocation models and research tools to guide investment selection and reviews tailored to client goals and risk tolerance.

Zackary Meier is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., The Boeing Company, Glendale Union High School District, and the Arizona Army National Guard. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance is based on internal research and asset-allocation models, with trades executed only upon client authorization.