Boston, MA One International Place Office

Kamryn Person 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, Kamryn held positions at Citizens Bank, Fifth Third Bank, and Bank of America. Outside of finance, Kamryn has been self-employed as a professional singer and band leader since 2007 and performs regularly at Off The Rails, a concert venue and restaurant. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, supporting clients with financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.

Todd Stockwell is a CFP®-credentialed financial advisor at Schwab Wealth Advisory with 32 years of industry experience. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Adviser Investments, and Charles Schwab & Co., Inc. He is based in Boston, MA. 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 using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for advisory services.

Alan Zwicker is a financial advisor with Schwab Wealth Advisory in Boston, MA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial, LLC. He also provides administrative support to Goodman Advisory Group, LLC, an independent investment advisor firm. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools. The firm serves individual clients with investment recommendations and annual financial reviews while operating under a cost-and-expense-plus arrangement within the Schwab ecosystem.

William O'Neil is a CFP® professional with 29 years of industry experience, currently serving at Schwab Wealth Advisory in Boston, MA. He has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2022, with prior roles at Voya Financial Advisors and Santander Securities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering tailored financial reviews and investment recommendations using Schwab's asset allocation models and research tools, while leaving final trading decisions to clients.

Kristina Regan is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Boston, MA. She previously worked at Finarc Investments, Inc. and Strategic Advisers, Inc. Regan is involved with Envisioning Access, a nonprofit charitable organization, where she serves on the finance committee. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily using Schwab’s asset allocation models and research tools.

Matthew Burnett is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Boston, MA. He has held positions at The Vanguard Group and Charles Schwab & Co., Inc. prior to his current role. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit of Charles Schwab & Co., focusing on model-based advice without discretionary trading authority.

Harold Lico is a financial advisor with Schwab Wealth Advisory in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at TD Ameritrade, Charles Schwab, and Edward Jones Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations delivered through Schwab’s proprietary asset allocation models and research tools.

Jonathan Stuart is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2021. His prior experience includes roles at Northwestern Mutual Investment Services and Windhaven Investment Management. He is also a trustee of Worcester Academy, contributing to the school's strategic direction. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations within the Schwab ecosystem. The firm uses standard asset allocation models and research tools while leaving final trading decisions to clients.

Edward Valestin is a CFP® with six years of industry experience, currently affiliated with Schwab Wealth Advisory in Boston, MA. His prior experience includes roles at JPMorgan Chase Bank, N.A. and JPMorgan Securities, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering annual financial reviews, retirement planning, and investment recommendations through Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Jesse Thurman is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Boston, MA. His prior roles include seven years at The Vanguard Group, Inc. and brief periods at Commonwealth Financial Network and Freedom Trail Financial. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a variety of asset classes. The firm operates within the Charles Schwab ecosystem using standardized asset allocation models and research tools, with advisory decisions confirmed by clients.

Daniel Linnehan is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Citizens Securities, Inc. based in Boston, MA. 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 across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Bryan Olson is a CFA® charterholder and holds a Series 66 license with 27 years of industry experience. He currently works at Schwab Wealth Advisory in Boston, MA, where he has been since 2018, following previous roles at Windhaven Investment Management and ThomasPartners. Outside of his advisory work, Olson serves on the investment committee at Weber State University, overseeing the university endowment’s investment decisions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm does not exercise discretionary trading authority, with discretionary management typically residing with affiliated or third-party managers.

Cary Florio is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory in Boston, MA. He has worked at Charles Schwab since 2025 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he managed a hobby-focused food production LLC that did not become operational. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as part of the Schwab ecosystem, delivering advice without discretionary trading authority and serving primarily individual clients rather than institutional accounts.

Seth Washington is a financial advisor with Schwab Wealth Advisory in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Fidelity Investments and Greystar. His background also includes experience in the food and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many peers.

Alyssa Estro is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Charles Schwab Bank and has experience outside finance, including a one-year stint with Dirty Taco and Tequila. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide clients in their investment decisions.