Atlanta, GA Peachtree Road, NE Office

Erika Constantine is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory. She previously worked at JPMorgan Chase Bank N.A., J.P. Morgan Securities LLC, Wells Fargo, and Bank of America/Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Marco Williams is a CFP® professional with 17 years of industry experience, currently serving at Schwab Wealth Advisory. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as various roles within Charles Schwab entities dating back to 2012. Outside of his advisory work, he is a primary member and registered agent of Third Mainland Holdings, LLC. 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. The firm’s approach utilizes Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Robert Wright is a CFP® professional with 16 years of industry experience, currently with Schwab Wealth Advisory in Atlanta, GA. His prior roles include positions at Advocacy Wealth Management, E*TRADE, and Fidelity. 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 Schwab’s asset-allocation models and internal research tools.

Brian Cribbs is a CFP® professional with 19 years of industry experience, currently serving at Schwab Wealth Advisory. His career includes roles at Charles Schwab & Co., Charles Schwab Bank, Bank of America, and Merrill. Outside of his advisory work, he sells personal items on eBay and Mercari. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing proprietary asset-allocation models and internal research tools.

Laura Caceres is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and LPL Financial. Before entering the financial sector, she spent 18 years at United Poultry Corp. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice relies on Charles Schwab & Co.’s asset-allocation models and internal research tools, with a focus on client goals and risk tolerance.

Byron Rettig is a Certified Financial Planner (CFP®) with 15 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has held roles at Charles Schwab and Fidelity Brokerage Services. He is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment decisions, with recommendations tailored to client goals and risk tolerance.

Anthony Owen is a CFP® professional with 13 years of experience in the financial advisory industry. He currently works at Schwab Wealth Advisory, Inc. and has prior experience at Invesco and Truist Advisory Services. Owen holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on personalized recommendations with annual reviews and operates through client-authorized trades and services managed by third-party or affiliated money managers.

Cory Wade is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior work includes roles at Fidelity Investments, Fidelity Brokerage Services, TD Ameritrade, and Charles Schwab. Outside of his advisory work, he owns a short-term rental property listed on Airbnb. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services 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 to guide investment selection, with trades made only upon client authorization.

Gregory Thornton is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., and has prior experience at Fidelity Investments and JPMorgan Chase Bank. 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 standard asset-allocation models and internal research tools to offer guidance on asset allocation and investment selection, with trades executed only upon client authorization.

Antonio Fernandez is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and five years of industry experience. His previous roles include positions at J.P. Morgan Securities LLC, Bank of America, and Merrill Lynch. 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 point-in-time wealth management consultations guided by Schwab’s asset-allocation models and internal research tools.

Craig Gorden is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory in Atlanta, GA. His prior roles include positions at TIAA-CREF, JP Morgan Securities, Merrill Lynch/Bank of America, Morgan Stanley, and E*Trade Securities. Outside of advisory work, he owns E-Clearance LLC, a wholesale trade business utilizing Amazon's FBA platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with investment recommendations tailored to client goals and risk tolerance but executed only with client authorization.

Amanda Lorch is a CFP® professional with 16 years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, Inc., having previously been employed by Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade. Outside of her advisory work, she owns and operates a small business specializing in the sale and installation of yard signs near her home. 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. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Thomas Lamb is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Schwab Wealth Advisory, he has held roles within various Charles Schwab entities and worked briefly at Amazon. Outside of his advisory work, he occasionally works as a DoorDash driver. 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 recommendations are based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client authorization required for all trades.

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.

Jack Bell is a CFP® with 14 years of industry experience and is currently with Schwab Wealth Advisory in Atlanta, GA. His prior experience includes roles at FPF Advisors LLC, Truist Investment Services, BB&T, Bank of America, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.