Schwab Wealth Advisory

Ryan Vollweiler is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab and Schwab Retirement Plan Services, as well as a brief tenure at Voya Financial Advisor. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to Schwab brokerage clients who meet eligibility requirements, utilizing Schwab’s asset-allocation models and proprietary research tools. The firm is part of The Charles Schwab Corporation’s integrated product and service ecosystem.

Melissa Rupe is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. She has 16 years of industry experience, including prior roles at USAA Investment Management Company and USAA Financial Advisors Inc. Since 2020, she has been affiliated with Charles Schwab and has worked at Schwab Wealth Advisory since 2021. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth management services to clients enrolled in its Schwab Wealth Advisory program, offering access to financial planning, trade execution, and custody services. The firm’s recommendations are based on Schwab’s asset-allocation models and proprietary research tools, serving clients who meet program eligibility requirements.

Ian Mc Gonigle is a Series 66-licensed financial advisor at Schwab Wealth Advisory with eight years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and has been with Charles Schwab since 2018. Prior to that, he spent time at Morgan Stanley and had brief periods of unemployment. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients, using proprietary asset-allocation models and research tools. The firm offers integrated financial planning, trade execution, and custody services within The Charles Schwab Corporation ecosystem.

Bailey Burke is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Los Angeles, CA. Prior to joining Schwab, Bailey worked for The Vanguard Group, Inc. for six years and has experience in political campaign roles and university positions. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management education through Charles Schwab–sponsored programs, focusing on asset allocation, diversification, and client risk tolerance using standardized models and tools such as Schwab Equity Ratings®.

Akiva Fialkoff is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Los Angeles, CA. His prior experience includes roles at J.P. Morgan Securities and Deutsche Bank Securities. Schwab Wealth Advisory provides non-discretionary investment advice and wealth management services to eligible Schwab brokerage clients, utilizing proprietary asset-allocation models and risk-tolerance frameworks within the broader Charles Schwab Corporation ecosystem.

David Humphrey is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. He has held positions at Charles Schwab, Charles Schwab Bank, TD Ameritrade, and VALIC Financial Advisors. Based in Las Vegas, NV, Humphrey's background includes roles spanning brokerage and banking within major financial firms. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients, utilizing proprietary asset-allocation models and research tools. The firm supports clients with financial planning, trade execution, and custody services as part of an integrated offering within The Charles Schwab Corporation.

Yikedes Zerihun is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab Wealth Advisory, Zerihun worked at Charles Schwab & Co., Inc. and held roles at Upgrade, Inc. and eMerchantClub. Outside of finance, Zerihun serves as a judge and organizer for Muay Thai competitions in Arizona through the USMTA. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in its programs, relying on Schwab’s asset-allocation models and proprietary research tools. The firm serves Schwab brokerage clients who meet eligibility requirements and offers integrated access to financial planning, trade execution, and custody services.

Derek Anthony is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 2003. Outside of his advisory work, he owns a rental property in San Diego. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients, offering financial planning, trade execution, and custody services. The firm’s recommendations are based on Schwab’s asset-allocation models, risk frameworks, and proprietary research tools, supporting a range of investment options without exercising discretionary control over client accounts.

Daniel Nampha is a CFP® and holds a Series 66 designation. He is an advisor at Schwab Wealth Advisory with experience in wealth management based in Tysons Corner, VA. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management education to clients enrolled in Charles Schwab-sponsored programs. The firm’s advice focuses on asset allocation, diversification, and client risk tolerance, delivered through Schwab’s standard asset-allocation models and proprietary tools.

Spencer Kozmata is a CFP® professional with five years of experience in financial advising. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab and Raymond James Financial Services. His background also includes experience at Chatham Financial and time at the University of Colorado. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients, using proprietary research tools and asset-allocation models. The firm operates within the broader Charles Schwab Corporation ecosystem, offering integrated financial services without exercising direct investment discretion.

Renee Cooper is a CFP® professional with 19 years of industry experience, currently serving at Schwab Wealth Advisory since 2016. She also has a longstanding career in the United States Air Force beginning in 1998 and has been involved in real estate property management since 2011. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in its Schwab Wealth Advisory program, using Schwab’s asset-allocation models and proprietary research tools. The firm serves Schwab brokerage clients who meet eligibility requirements and offers integrated access to financial planning, trade execution, and custody services.

Heath Dowell is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at The Vanguard Group and TD Ameritrade. He maintains an inactive LLC from a past business opportunity. Schwab Wealth Advisory provides non-discretionary investment advice and wealth management services to clients enrolled in its programs, offering financial planning, trade execution, and custody services within the Charles Schwab Corporation’s integrated platform.

Paul Evanoff is a financial advisor with Charles Schwab, holding a Series 66 designation and 21 years of industry experience. He has been with Charles Schwab since 2008 and currently works at Schwab Wealth Advisory Inc. The firm serves a broad client base with a comprehensive approach to wealth management and investment advisory.

Ethan Woodruff is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Investments and Fifth Third Bank. Outside of finance, he was involved with the Holy Grail Bar for six years. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in the Schwab Wealth Advisory program, using proprietary research tools and asset-allocation models. The firm serves Schwab brokerage clients who meet eligibility requirements and offers integrated financial planning, trade execution, and custody services.

Steven Sklaver is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has held various roles within Charles Schwab and affiliated entities since 2014. Outside of his advisory work, he serves as a committee member for Red Bank RiverCenter, a nonprofit organization focused on community projects in Red Bank, NJ. Schwab Wealth Advisory provides non-discretionary investment advice and wealth management services to clients enrolled in its programs, leveraging Schwab’s asset-allocation models and proprietary research tools. The firm serves Schwab brokerage clients who meet eligibility requirements and offers access to financial planning, trade execution, and custody services within an integrated Schwab ecosystem.