Nicolas Garcia Lopez is a CFP® with seven years of experience in the financial industry. He is currently with Schwab Wealth Advisory, where he has worked since 2025, and has been affiliated with Charles Schwab & Co., Inc. since 2017. Prior to his financial career, he held positions at Hertz, Corporate Graphics International, and Sherwin Williams. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using asset allocation models and Schwab research tools to guide investment recommendations while leaving final trading decisions to clients.

Jason Greene is a Series 66-licensed financial advisor with Primerica Advisors and has 20 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2008. Greene serves on the University of Central Florida College of Business Dean's Advisory Board and is involved with the Greater Orlando Builders Association Membership Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs, supporting various account management strategies and lending solutions.

Nicole Keating is a financial advisor with Truist Advisory Services in Altamonte Springs, FL, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. She has worked with various SunTrust entities since 2015, including SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research and a structured manager-selection program.

Stacy Brandenburg is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab and its affiliates since 2010, including roles at Charles Schwab Trust Bank and Charles Schwab Premiere Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations across various asset classes while leaving final trading decisions to clients.

Matthew Stange is a CFP® professional with 14 years of experience in financial advising. He currently works at Schwab Wealth Advisory and has prior experience with Raymond James Financial Services Advisors and several firms including Keyes, Stange & Wooten CPA Firm. He also serves as an adjunct professor at Stetson University, teaching finance courses designed to fulfill CFP educational requirements. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering tailored recommendations and annual financial reviews using proprietary Schwab research and asset allocation models.

Christopher Turner is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1999 and holds Series 63 and Series 66 designations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, 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 exercise discretionary trading authority for client accounts.

Meagan Druey Schaefer is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds a Series 66 credential and has worked previously at J.P. Morgan Securities, Bank of America, Merrill, and Charles Schwab & Co. Outside of her advisory role, she is the owner of Evergreen Kennels, where she breeds mini-Aussies. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm’s advice is delivered through standard Schwab asset allocation models and research tools, with clients retaining final trading decisions.

Erwin Cajamarca is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He holds a Series 63 designation and has been with Charles Schwab and its affiliates since 1996, including 14 years at Schwab Wealth Advisory. 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 and investment recommendations across a range of asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Dominic Marco is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory. He has three years of industry experience and previously held roles at Charles Schwab, Vivint Smart Home, Focused Strategies Inc., and Publix Supermarkets. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Ryan Stango is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience and holds a Series 66 designation. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for nine years and AXA Advisors, LLC for seven years. Outside of his advisory role, he is an active video game streamer on Twitch Interactive, where he engages with an audience. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem and delivers advice using standard asset allocation models and Schwab research tools, without discretionary trading authority.

Matthew Beam is a financial advisor with Schwab Wealth Advisory in Orlando, FL. He holds the CFP®, CFA®, and Series 66 designations and has five years of industry experience. Prior to joining Schwab Private Client Investment Advisory, Inc. and Charles Schwab Bank, SSB in 2021, he worked at Finemark National Bank & Trust for eight years. 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’s advice is based on Charles Schwab & Co.’s asset allocation models and research tools, with SWAI Associates recommending investments while leaving final trading decisions to clients.

Juan Faget Aveledo is a financial advisor with Schwab Wealth Advisory based in Orlando, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Charles Schwab, Bank of America, Merrill Lynch, Fidelity Investments, and Citibank N.A. in Panama. 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 primarily through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Benjamin Pearce is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Schwab-affiliated firms since 2011, including Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to offer investment recommendations while leaving final trading decisions to clients.

Cedric Knight is a CFP® professional with 27 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2012. He has worked with Charles Schwab since 1999 and was involved with I. Knight Florida Highwaymen Art LLC from 2007 to 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through Schwab’s Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and standard asset allocation models.

Jane Espinosa is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Charles Schwab since 2012, including six years at Schwab Wealth Advisory. Based in Orlando, FL, she provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program. Schwab Wealth Advisory, Inc. delivers investment recommendations and financial planning services through an annual review process, utilizing Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority over client accounts.

John Lindell is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2021 and previously at Bank of America and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s research tools and standard asset allocation models.

James Reuter is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and three years of industry experience. He previously worked at Edgewater Family Wealth and has been associated with Charles Schwab & Co., Inc. since 2023. Outside of finance, he has worked in the restaurant industry as a server at Big Fin Seafood since 2021. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations based on Schwab’s proprietary asset allocation models and research tools.

Derek Shadick is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Charles Schwab since 2018 and previously held roles at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, focusing on serving individual investors rather than institutional clients.

Christopher Blohm is a financial advisor with Schwab Wealth Advisory who holds the Series 63 and Series 66 designations and has 25 years of industry experience. His work history includes roles at Charles Schwab, J.P. Morgan Securities, and Scottrade. He also has experience teaching at Post University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients, operating as an internal advisory unit within the Schwab ecosystem.

Richard Malmberg is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2019 and was previously self-employed and associated with Stratos Wealth Partners and LPL Financial. Outside of his advisory role, he is the owner of a real estate property in Orlando. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, with final investment decisions made by clients.