Bellevue, WA NE 8th St. Office

Matthew Stevens is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Charles Schwab since 2015 and currently works at Schwab Wealth Advisory in Bellevue, WA. His background includes nine years at Charles Schwab Bank, SSB. 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 standard asset-allocation models and internal research tools to guide asset allocation and investment selection, with client authorization required for all trades.

Deviemattie Makkar is a CFP® and ChFC® credentialed financial advisor with four years of industry experience. She is currently with Schwab Wealth Advisory in Bellevue, WA, and has prior experience at Fidelity Investments and Anirude Andy LLC, as well as eight years at Weill Cornell Medical College. Schwab Wealth Advisory, Inc. 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 Schwab’s asset-allocation models and internal research tools.

Jonathan Wang is a Series 66 licensed advisor with seven years of industry experience, currently with Schwab Wealth Advisory, Inc. in Bellevue, WA. His prior roles include positions at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. He attended Purdue University from 2014 to 2018. 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 focuses on asset allocation and investment selection using internal research tools and standard models, with at-least-annual client reviews and recommendations tailored to individual goals and risk tolerance.

Mark Silverstein is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory, Inc., based in Bellevue, WA. He has over 22 years of experience in financial services, including roles at UBS Financial Services and USAA Financial Planning Services. Outside of finance, he has entrepreneurial experience from running Wheelie Pop Brewing. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co., providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with an emphasis on client goals and risk tolerance, while trades require client authorization.

Ryan Smigielski is a CFP® professional at Schwab Wealth Advisory with 11 years of experience in the financial services industry. He has previously worked at Bank of America and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Christopher Satterfield is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Bellevue, WA, where he has worked since 2021. His previous roles include positions at First Western Trust, LPL Financial, Arizona Bank & Trust, and Schwab Private Client Investment Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm offers tailored recommendations and does not exercise discretionary trading authority, serving clients primarily through a fiduciary advisory model integrated with affiliated money managers.

Jack Melikyan is a financial advisor with Schwab Wealth Advisory in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His background includes roles at Fidelity Investments and Fidelity Brokerage Services before joining Charles Schwab and Schwab Wealth Advisory in 2026. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach centers on asset allocation and investment selection based on Schwab’s models and research, with client-approved trade execution and tailored recommendations aligned with clients’ goals and risk tolerance.

Gavin Ahlers is a financial advisor with Schwab Wealth Advisory in Bellevue, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Ameriprise Financial Services and Charles Schwab & Co., Inc., as well as experience in education and nonprofit service with The Student Conservation Association/AmeriCorps. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations with client-authorized trading.

Seth Radler is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at Pacific Investment Management Company, PIMCO Investments, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach uses Charles Schwab’s asset-allocation models and research tools, offering at-least-annual reviews and tailored recommendations without exercising discretionary trading authority.

Aengus Dubendorf is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has two years of industry experience and previously worked at Wells Fargo Clearing for four years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services include guidance on asset allocation and investment selection, with recommendations tailored to individual client goals and risk tolerance.

Sasho Smileski is a CFP®-certified financial advisor with six years of industry experience, currently with Schwab Wealth Advisory, Inc. Prior to joining Schwab Wealth Advisory in 2026, he held positions at Charles Schwab & Co., Charles Schwab Bank, Bank of America, and Merrill. Outside of advising, he is a landlord of residential properties in Washington State. 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’s advice is guided by Schwab’s asset-allocation models and internal research tools, with client authorization required for all trades.

Carl Aschenbrenner is a CFA® with 11 years of industry experience. He currently serves as an advisor at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Prior to this, he held roles at Fisher Investments, Whalen Wealth Management, HCR Wealth Advisors, and Composition Wealth. He co-trustees two separate property irrevocable trusts, overseeing investment decisions and trust administration. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co. referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, with investment decisions executed only upon client authorization.

Megan Echele is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. She is currently with Schwab Wealth Advisory Inc., where she has worked since 2024, following prior roles at Charles Schwab Bank and Charles Schwab & Co. Megan’s background also includes two years in the hospitality industry. 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 asset-allocation models and internal research tools to deliver at-least-annual reviews and tailored recommendations while trades are executed only with client authorization.

Aaron Pimentel is a Financial Consultant currently working with Fidelity Investments since 2022. He has built his career in the financial services industry, holding various roles that include Financial Consultant at E*TRADE from 2019 to 2022, Financial Counselor at Fisher Investments from 2018 to 2019, Financial Solutions Advisor at Merrill Lynch from 2015 to 2018, and Stockbroker at Scottrade from 2006 to 2015. Aaron focuses on acting as a trusted advocate to develop personalized financial plans aimed at helping families achieve their financial goals. He partners with clients by understanding their needs, objectives, and investment preferences, providing ongoing support and assistance to make informed financial decisions. Outside of his professional work, Aaron has personal interests in baseball, beach activities, fitness, football, and music.

Gabrielle Corduan is a financial advisor with Schwab Wealth Advisory, holding CFP® and ChFC® designations and four years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2022 and previously held positions at Wells Fargo and in the wellness and skincare industry. Schwab Wealth Advisory, Inc. 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 advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with guidance tailored to individual goals and risk tolerance.