Chicago, IL S Wacker Dr. Office

Jacquelyn Coleman is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at Northwestern Mutual Investment Management and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and differs from many enterprise wealth managers in its fee structure and client service model.

Jason Miller is a CFP® and ChFC® with 23 years of experience in the financial industry. He is currently with Schwab Wealth Advisory, Inc. in Chicago, having previously worked at firms including JPMorgan Securities, Principal Life Insurance Company, and Raymond James Financial Services. Outside of his advisory work, he serves as treasurer of the St. Mary School Mokena IL Athletic Board. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Matthew Duffey is a CFP®-certified financial advisor at Schwab Wealth Advisory with four years of industry experience. He has held various roles within the Charles Schwab organization since 2021, including positions at Schwab Wealth Advisory Inc and Charles Schwab Bank. Prior to his professional career, he was involved with the Notre Dame Student Activities Organization during his time at the University of Notre Dame. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, delivering advice based on established asset allocation models and research tools, without exercising discretionary trading authority on client accounts.

Michalis Kritikos is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Goldman Sachs, Scottrade, Allstate, and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations and financial planning services while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and employs standardized asset allocation models and Schwab research tools.

Auddie Cousins is a financial advisor with Schwab Wealth Advisory in Chicago, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, Cousins worked at Fidelity Investments and has held various roles in the financial and service sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering tailored investment recommendations and annual financial reviews using Schwab’s proprietary research tools and asset allocation models.

Alan Kurt is a CFP®, CFA®, and Series 66 licensed advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. in Chicago, IL, having previously worked at J.P. Morgan Securities LLC for over a decade. Schwab Wealth Advisory, Inc. 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 asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem without charging clients directly, and it does not act as a discretionary portfolio manager.

Michael Relyea is a financial advisor with Schwab Wealth Advisory Inc. based in Chicago, IL. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior work includes roles at National Life Group, Equity Services, Inc., and Allstate Insurance Co. 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 asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Sanel Duranovic is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has held positions at firms including Charles Schwab, Transamerica Investors Securities Corporation, CITIGROUP, and USAA, contributing to his extensive background in financial planning and investment management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while allowing clients to make final trading decisions.

Cameron Grable is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory in Chicago, IL. Prior to joining Schwab Wealth Advisory in 2024, he worked for The Vanguard Group for six years. 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. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations while leaving final trading decisions to clients.

Michael Sharpe is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Chicago, IL. His prior experience includes roles at Shepherd Financial, LLC, LeadJen LLC, and the University of Kentucky. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and a range of investment recommendations delivered through Charles Schwab’s asset allocation models and research tools.

Nelson Dume is a financial advisor with Schwab Wealth Advisory in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Citigroup Global Markets for 17 years before joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2024. Outside of his advisory role, he is involved as a landlord in a rental property business in Fort Lauderdale, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Mario Giannetta is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including roles at Charles Schwab Bank and Charles Schwab since 2005. Schwab Wealth Advisory, Inc. delivers non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Ephraim Okeke is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 66 credential and has previously worked at UBS Financial Service Inc., Raymond James & Associates, Inc., Bank of America, N.A., and Merrill Lynch. Outside of his advisory role, he serves as the Treasurer and a board member for F.Y.T.C (For You, The Culture) INC, where he manages financial affairs and budgets. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations across various asset classes using Schwab research tools and standard asset allocation models.

Hope Babbington is a CFP® with six years of experience in the financial services industry, currently serving at Schwab Wealth Advisory. She has held various roles within the Charles Schwab organization since 2019 and has prior experience at Butler University, Government Employees Insurance Company, and Aflac. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm primarily serves individual clients and operates within the Schwab ecosystem without directly charging clients, distinguishing it from many other enterprise wealth managers.

Lidija Gjorgjievska is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Schwab Wealth Advisory in Chicago, IL, where she has worked since 2021 and has been affiliated with Charles Schwab since 2018. Prior to her current role, she worked at TD Ameritrade and has experience teaching virtual yoga sculpt classes outside of finance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory (SWA) program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools.