Irvine, CA Park Plaza Office

Travis Banks is a CFA® charterholder with five years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab and TD Ameritrade. Outside of finance, he is the owner of two real estate-related businesses, Demeir Investments LLC and Demeir Home Solutions LLC, where he manages all operations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach is based on Charles Schwab & Co.’s asset allocation models and research tools, with tailored recommendations and at-least-annual reviews to align with clients’ goals and risk tolerance.

Hussein Essayli is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory. His career includes roles at Charles Schwab and Bridgepoint Strategic Partners LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program, using standardized asset-allocation models and internal research tools while requiring client authorization for trades.

Julia Robichaud is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MFS Investment Management and Next Generation Children's Center. 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, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Aaron Tucker is a CFP® professional with six years of industry experience. He is currently an advisor at Schwab Wealth Advisory Inc., having joined in 2025, and previously worked at firms including Charles Schwab & Co., Inc., Coldstream Wealth Management, and Goldman Sachs & Co. LLC. He served in the Army Reserves for six years and has held various positions at University of California campuses. 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 research tools to guide investment decisions while requiring client authorization for trades.

Adam Lewis is a CFP® professional at Schwab Wealth Advisory with four years of industry experience. He previously worked at J.P. Morgan and has additional work history outside of financial services, including a role in catering. 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 advice is based on proprietary asset-allocation models and research tools, offering tailored recommendations and requiring client authorization for trades.

Elisha Torrance is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Irvine, CA. Their prior experience includes roles at JP Morgan Chase Bank, Columbia Private Bank, Morgan Stanley, and Merrill. 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. The firm utilizes Schwab’s proprietary asset-allocation models and research tools to offer tailored recommendations, while trades require client authorization.

John Somerville is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on connecting all aspects of clients' financial lives to help them and their families prioritize and pursue the goals that matter most. John's expertise includes family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He works with clients to plan for and fund education, ensure retirement lifestyle and healthcare costs are covered, and create personalized plans to achieve long-term family goals. He emphasizes simplicity and transparency in the wealth planning process. John holds a Bachelor's Degree from California State University - Long Beach and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He is involved with the Boy Scouts of America. Outside of work, John enjoys adventure sports, baseball, biking, boxing, golfing, hiking, pickleball, skiing, and spending time with his family.

Javonte Hubbard is a CFP® professional with six years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Vanguard Advisers, Inc. and The Vanguard Group, Inc. He has also worked in various positions outside finance, including at Yelp Inc. and UC Merced. 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, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, with trades executed only after client authorization.

Tanya Torres is a CFP®-designated financial advisor with seven years of industry experience, currently with Schwab Wealth Advisory in Irvine, CA. Her prior roles include positions at Merrill and Guardian Life Insurance Company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance without exercising discretionary trading authority.

Zupei Yu is a CFA® charterholder and holds Series 63 and Series 66 licenses, with four years of industry experience. She is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at Edward Jones, Transpacific Financial Inc., and Cal State Fullerton. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s proprietary asset-allocation models and research tools to tailor recommendations to individual client goals and risk tolerance.

Olivio Gomez is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, American Trust Investment Services, and Edward Jones. Outside of advisory work, he serves as Senior Finance Manager for XRG Restaurant Group, providing corporate finance and financial planning services. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Stephen Lee is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He currently works at Schwab Wealth Advisory and previously held roles at Charles Schwab & Co., Inc., IIYGroup LLC, and Research Affiliates. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm emphasizes asset allocation and investment selection based on Schwab’s internal research and standard models, with recommendations tailored to individual client goals and risk tolerance.

Jeremy Amposta is a CFP® certificant and Series 66 license holder with six years of experience in the financial services industry. He currently works at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously held roles at JP Morgan Chase. 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 and certain Charles Schwab-referred clients, using proprietary asset-allocation models and research tools while requiring client authorization for trades.

Caden Wiles is a CFP® with five years of industry experience, currently affiliated with Schwab Wealth Advisory. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and The Vanguard Group. Schwab Wealth Advisory 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 approach utilizes internal research tools and standard asset-allocation models, with recommendations tailored to client goals and risk tolerance.

Michael Andrews is a Certified Financial Planner™ (CFP®) with 25 years of industry experience. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2022, and previously held positions at Charles Schwab, USAA Financial Planning Services, and TIAA-CREF. 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., using standardized asset-allocation models and internal research tools to guide investment selection and wealth management.