Atlanta, GA Peachtree Road, NE Office

Erika Constantine is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her previous roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Bank of America. She holds the Series 66 designation and is based in Atlanta, GA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm delivers advice using Charles Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Marco Williams is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Atlanta, GA. His prior experience includes roles at Charles Schwab, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of advising, he manages Third Mainland Holdings, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, delivering advice via standard asset allocation models and research tools while leaving final trading decisions to clients.

Robert Wright is a CFP®-certified financial advisor with 15 years of industry experience, currently with Schwab Wealth Advisory in Atlanta, GA. His prior experience includes roles at Advocacy Wealth Management, E*TRADE, and Fidelity. Schwab Wealth Advisory 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 utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on non-discretionary advice without exercising discretionary trading authority.

Brian Cribbs is a CFP® professional at Schwab Wealth Advisory with 19 years of industry experience. He previously worked at Bank of America, Merrill, and Charles Schwab affiliates. Outside of his advisory role, he sells personal items on eBay and Mercari. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to deliver investment recommendations while clients retain final trading decisions.

Laura Caceres is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Atlanta, GA, bringing four years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab in 2025, she worked for JP Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC from 2022 to 2025 and LPL Financial, LLC in 2021–2022. Before entering financial services, she spent 18 years at United Poultry Corp. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm recommends investments but leaves final trading decisions to clients, conducting at least annual account reviews without discretionary trading authority.

Byron Rettig is a CFP® professional with 15 years of experience in the financial services industry, currently affiliated with Schwab Wealth Advisory in Atlanta, GA. He has held positions at Charles Schwab and Fidelity Brokerage Services, with a significant tenure spanning both Schwab Wealth Advisory and Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using standardized asset allocation models and Schwab research tools, while allowing clients to make final trading decisions.

Anthony Owen is a CFP® professional with 12 years of industry experience, currently associated with Schwab Wealth Advisory. His prior experience includes roles at Invesco and Truist Advisory Services. He is based in Atlanta, GA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support investment recommendations, while clients retain final trading decisions. The firm operates within the Schwab ecosystem and is compensated through a cost-and-expense arrangement with Charles Schwab & Co. rather than directly billing clients.

Cory Wade is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Atlanta, GA. He has worked with Charles Schwab, Fidelity Investments, Fidelity Brokerage Services, Georgia State University, and TD Ameritrade. Outside of his advisory role, he owns a short-term rental property listed on Airbnb. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and wealth management education, leaving final trading decisions to clients while conducting at least annual account reviews.

Gregory Thornton is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., having previously worked at JPMorgan Chase Bank, N.A. and Fidelity Investments. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not act as a discretionary portfolio manager, distinguishing its service model from many enterprise wealth managers.

Antonio Fernandez is a financial advisor with Schwab Wealth Advisory, Inc. based in Atlanta, GA. He holds the Series 66 designation and has five years of industry experience. Prior to joining Schwab, he worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC, as well as at Bank of America and Merrill Lynch. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Craig Gorden is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Atlanta, GA. His prior work experience includes roles at TIAA-CREF, JP Morgan Securities, Merrill Lynch / Bank of America, Morgan Stanley, and E*Trade Securities. Outside of his advisory work, he owns and operates E-Clearance LLC, which engages in wholesale trade and retail resale through Amazon’s FBA platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to recommend investment allocations while allowing clients to retain final trading decisions.

Amanda Lorch is a CFP® professional with 15 years of industry experience, currently with Schwab Wealth Advisory, Inc. in Atlanta, GA. Her prior experience includes roles at Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade. Outside of her financial advisory work, she owns and operates a small business specializing in yard sign sales and installations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final investment decisions to clients.

Christian Fields is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at T. Rowe Price, MassMutual, and WMS Partners. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations based on Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not exercise discretionary trading authority.

Thomas Lamb is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding Series 66 and Series 63 credentials and one year of industry experience. His career includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB, as well as a background as a full-time student. Outside of his advisory work, he occasionally works as a DoorDash driver. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools, with final trading decisions left to clients.

Brittney Brinner is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she works directly with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Brittney provides ongoing advice, adjusting plans as clients' circumstances evolve to help them pursue their personal and family objectives. Her expertise includes assisting clients with a variety of financial priorities, such as purchasing a home, funding education, addressing eldercare considerations, and preparing for healthcare expenses. Brittney holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor's Degree from Grand Valley State University and a Master's Degree from DePaul University.