Charlotte, NC East Blvd Office

Matthew Jarrett is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, where he has worked since 2026, and has previously held roles at Charles Schwab, Charles Schwab Bank, Fidelity, and Vanguard Advisers. Based in Charlotte, NC, Jarrett holds Series 63 and Series 65 licenses as well. 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 emphasize asset allocation and investment selection guided by internal research and standard models, with client authorization required for all trades.

Dylan Mc Cullough is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Charlotte, NC. He has been with Charles Schwab since 2004 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with customized recommendations and annual reviews.

Cassie Dzubinski is a financial advisor with Schwab Wealth Advisory in Charlotte, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. Her prior experience includes roles at RoseGose and Charles Schwab & Co., Inc. Outside of finance, she has worked in various roles including at Berry Berry Best Acai and Fresh from the Farm Juices. 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. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Matthew Duffey is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Charlotte, NC. His prior experience includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. He was also involved with the Notre Dame Student Activities Organization during his university years. 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’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with trades executed only upon client authorization.

Jacob Schmidt is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Charlotte, NC. His prior experience includes roles at The Vanguard Group and Facet, as well as self-employment. Outside of finance, Schmidt performs as a singer. Schwab Wealth Advisory 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’s services emphasize client authorization for trades and rely on Charles Schwab’s asset-allocation models and internal research tools.

Thomas Sims is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Charlotte, NC. His prior experience includes positions at Vanguard Advisers, Inc. and MAI Capital Management, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, focusing on asset allocation and investment selection guided by proprietary research and standard asset-allocation models.

Jason Payne is a CFP® professional with seven years of industry experience, currently affiliated with Schwab Wealth Advisory. He previously worked at The Vanguard Group for five years and held roles at Morgan Stanley and State Farm. Outside of his advisory work, Payne is the owner of a rental property business in Charlotte, NC. 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 offers guidance on asset allocation and investment selection based on Schwab’s internal research, with client authorization required for trades.

Felipe Soto Ramos is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at Truist Advisory Services and Credit Suisse. 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 based on Schwab’s proprietary asset-allocation models and research tools.

Christian Fields is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and two years of industry experience. His prior roles include positions at T. Rowe Price, MassMutual, and WMS Partners. He is based in Charlotte, NC. Schwab Wealth Advisory, Inc. provides 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 employs standard asset-allocation models and internal research tools to guide asset allocation and investment selection, with trades executed only upon client approval.

Paige Weddle is a CFP®-certified financial advisor with Schwab Wealth Advisory, Inc., bringing four years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Wag, Kohl's Department Stores, Inc., and The World Egg Bank. She is based in Charlotte, NC. 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 select Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using Schwab’s internal research tools, with trades executed only upon client authorization.

Nathan Morgan is a CFP® professional based in Charlotte, NC, with nine years of industry experience. He has worked at Schwab Wealth Advisory, Charles Schwab & Co., Fidelity Investments, Deutsche Bank, and served six years in the United States Navy Reserve. 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’s investment guidance uses Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations aligned with clients’ goals and risk tolerance.

Douglas Merrigan is a CFP® professional with 28 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory and previously held positions at The Vanguard Group, LPL Financial, and Uvest Financial Services Group. Outside of his advisory role, he manages a rental property in Ocean Isle Beach. 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 approach includes asset allocation guidance based on proprietary Schwab models and research, with trade execution requiring client authorization.

Benjamin Osborne is a CFP® practitioner based in Charlotte, NC, with five years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., having previously worked at Linden Thomas Advisory Services and The Vanguard Group. His background also includes positions in consulting and academia. 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-referred clients. The firm uses standard asset-allocation models and internal research tools to offer tailored recommendations, while trades require client authorization.

Lisa Hemby is a CFP® professional with eight years of industry experience, currently with Schwab Wealth Advisory Inc. She previously worked at The Vanguard Group, Inc. and Edward Jones among other firms. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co., providing fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset allocation models and internal research, with client authorization required for all trades.

Lansen Pan is a CFP® professional at Schwab Wealth Advisory with 12 years of experience in the financial services industry. His career includes roles at The Vanguard Group, Ally Invest Advisors, Ally Invest Securities, and currently Schwab Wealth Advisory. He supports clients in both advisory and self-directed account capacities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in its program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with recommendations tailored to clients' goals and risk tolerance.