Samantha Binz is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding CFP® and ChFC® designations and four years of industry experience. Her prior roles include positions at First Command Brokerage Services and American National Bank of Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance.

Bradley Eberendu is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His career includes roles at TD Ameritrade and Charles Schwab prior to joining Schwab Wealth Advisory. 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 standardized asset-allocation models and internal research tools. The firm’s approach involves at-least-annual reviews tailored to client goals, with trades executed only upon client authorization.

Francisco Herrera is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory Inc. He previously worked at The Vanguard Group, Inc. for nine years and has a background in full-time education prior to his financial career. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, focusing on personalized asset allocation and investment selection guided by Charles Schwab & Co.’s research tools and standard models. The firm’s approach involves at-least-annual reviews without discretionary trading authority, emphasizing tailored recommendations consistent with clients’ goals and risk tolerance.

John Loy is a CFP® professional with 17 years of experience in the financial industry. He currently works with Schwab Wealth Advisory Inc., where he has been since 2026, and has held roles within Charles Schwab and Charles Schwab Bank since 2021. His prior experience includes positions at Drury Hotels, Edward Jones, Eagle Strategies (NY Life), New York Life Insurance, and Capital One Sharebuilder. 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. The firm offers guidance on asset allocation and investment selection based on Schwab’s standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Wade O Neal III is a financial advisor at Schwab Wealth Advisory, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including USAA, Merrill Lynch, Bank of America, and Fisher Investments. 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 Charles Schwab & Co.-referred clients, using Schwab’s asset-allocation models and internal research tools to tailor recommendations. The firm’s structure includes affiliations with Charles Schwab & Co. and a registered futures merchant, offering a range of investment options with client-directed trade authorization.

James Baurichter is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Schwab Wealth Advisory since 2012 and previously at Fidelity from 2005 to 2010. 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 approach uses proprietary asset-allocation models and internal research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Nicole Hargrove is a financial advisor at Schwab Wealth Advisory Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, BOK Financial Securities, Ameriprise, and Scottrade. 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 point-in-time wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Anabel Dimas is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. 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 uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Alexis Bonder is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory. Bonder has two years of industry experience, with prior roles at Fidelity Investments and FB Credit Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selection and wealth management consultations.

John Wheldon is a Series 66-licensed financial advisor at Schwab Wealth Advisory with three years of industry experience. Prior to joining Schwab, he worked at Nordstrom for six years and studied at the University of Washington-Seattle. 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 using proprietary research tools, with client-authorized trade execution and at-least-annual portfolio reviews.

Kyle Bosworth is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab and Compass Group USA, as well as previous positions related to collegiate athletics and biology departments at UTRGV. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Gabriel Allsop is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Westlake, TX, having one year of experience with both Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Prior to joining Schwab, he worked at Freedom Credit Union and Amazon, and has a background that includes several years in full-time education. 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 Schwab & Co.-referred clients. The firm’s recommendations are based on Charles Schwab & Co.’s asset allocation models and internal research tools, with trades executed only upon client authorization.

Robert Howell is a CFP® certified financial advisor with six years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having previously worked at Morgan Stanley and Merrill Lynch. 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 advice is guided by Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Kaitlyn Kirchhoff is a Series 66 credentialed financial advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab Wealth Advisory, she held roles at Charles Schwab and has experience in education and community involvement, including work with B'Nai Preschool and The Common Good. 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 based on proprietary asset allocation models and internal research tools.

Brian Turbeville is a CFP® with six years of industry experience, currently advising at Schwab Wealth Advisory. His prior roles include positions at TD Ameritrade Investment Management, Charles Schwab & Co., Edward Jones, and Capital One Bank. 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 based on proprietary asset-allocation models and research tools.

Michael Mayne is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and three years of industry experience. His prior roles include positions at Neuberger Berman and Freddie Mac. 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 and financial planning that incorporates Schwab’s asset allocation models and research tools.

Shane Montejano is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Bank of the West, and BancWest Investment Services. 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 certain Charles Schwab-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with an emphasis on client authorization for trades and tailored recommendations aligned with client goals and risk tolerance.

Bao Vo is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab & Co., TD Ameritrade, and operating Vo International LLC doing business as Emeli Kate. Outside of finance, he spent time learning to run a nail salon. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Robyn Schmid is a Series 65-licensed advisor at Schwab Wealth Advisory with experience spanning roles in both investment and legal fields since 2011. Prior to joining Schwab Wealth Advisory in 2025, she worked at Fisher Investments and practiced law at multiple firms, including her own legal practice. 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 and wealth management consultations, guided by Schwab’s proprietary asset-allocation models and research tools.

Christopher Morrison is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at Regions Bank and Equitable Advisors. Outside of finance, he is a pipe organist. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and implements investments via approved strategies managed by PNC or third-party strategists.