St Louis, MO Office

Joseph Delia is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab and Co., Inc., TD Ameritrade, and Cerner. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations according to individual goals and risk tolerance.

Brandon Brindley is a CFP® professional with five years of industry experience, currently advising clients at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory, Charles Schwab and Co., TD Ameritrade, and several other firms. Outside of his advisory role, Brandon coaches pickleball players of varying skill levels, organizing leagues and clinics to help improve their game. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. Their approach is guided by Charles Schwab & Co.’s asset-allocation models and research, with client recommendations tailored to individual goals and risk tolerance.

Leland Kraus is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Kraus holds Series 63 and Series 66 licenses and is based in Saint Louis, MO. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to deliver tailored recommendations. The firm is affiliated with Charles Schwab & Co. and serves clients through a high-touch approach that involves annual reviews and guidance on a range of investment options.

David Dooling is a financial advisor with Schwab Wealth Advisory, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Alton Capital Management, MSI Financial Services, and MetLife Investment Fund Services. He is based in St. Louis, MO. 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 uses standardized asset-allocation models and internal research tools to offer guidance tailored to clients’ goals and risk tolerance, with trades executed only upon client authorization.

Matthew Venezia is a CFP® and CFA® with 19 years of industry experience. He currently serves as a financial advisor at Schwab Wealth Advisory Inc. in St. Louis, MO. His prior experience includes roles at Scottrade Inc and Ameriprise. 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, focusing on asset allocation and investment selection guided by Schwab’s proprietary models and research tools.

Jonathan Peckron is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at LPL Financial LLC, Bank of America N.A., Merrill, TD Ameritrade, and National Planning Corporation. Schwab Wealth Advisory 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 focuses on guidance tailored to clients’ goals and risk tolerance, while trades require client authorization.

Vincent La Rosa is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., LPL Financial, Cadaret Grant & Co., and Stifel Nicolaus. Based in St. Louis, MO, he has held roles primarily focused on wealth advisory and financial services. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program as well as certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab's asset-allocation models and research tools to guide investment selection and offers at-least-annual portfolio reviews tailored to clients' goals and risk tolerance.

De’andrea Johnson is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and Wells Fargo prior to joining Schwab. Outside of her advisory role, she assists with property management for a family-owned real estate business. 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 uses standard asset-allocation models and internal research tools to tailor recommendations according to each client’s goals and risk tolerance.

Timothy Grisby is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, TD Ameritrade, and MineSense Technologies. Grisby is based in St. Louis, MO. Schwab Wealth Advisory serves clients enrolled in its program and certain Charles Schwab & Co.-referred clients, 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, offering tailored recommendations without exercising discretionary trading authority.

John Blest is a CFP® professional affiliated with Schwab Wealth Advisory, bringing nine years of industry experience. His career includes roles at Charles Schwab & Co., TD Ameritrade, and Scottrade. Outside of finance, he is involved in general contracting work related to construction, carpentry, and concrete. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Margaret Mueller is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade, Scottrade, and Wells Fargo Clearing. 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–referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored investment recommendations without exercising discretionary trading authority.

Christine Boyce is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, Scottrade, and Edward Jones. She also serves as president of the Locke Condominium Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning through the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations to clients’ goals and risk tolerance. The firm manages significant assets within a large-scale platform that includes formally structured compliance and affiliated managed account strategies.