Our experts help clients make informed decisions by speaking on a wide variety of issues

Advisor Services, Registered Investment Advisors (RIAs)

  • Sales and Relationship Management

    Jon Beatty

    Jon Beatty, Chief Operating Officer, Schwab Advisor Services

    Chief Operating Officer, Advisor Services

  • Family Office

    Eddie Brown

    Eddie Brown, Schwab expert

    National Managing Director and Head of Schwab Advisor Family Office

  • Advisor Services Technology

    Alison Dooher

    Alison Dooher, Schwab Expert

    Managing Director, Digital Advisor Solutions

  • Strategy Integration, Client Experience

    Jalina Kerr

    Managing Director, Advisor Services

  • Business Consulting and Education

    Lisa Salvi

    Lisa Salvi, Managing Director, Schwab Advisor Services

    Managing Director, Advisor Services

Market Commentary

  • Fixed Income

    Kathy Jones

    Kathy Jones, Schwab expert

    Managing Director and Chief Fixed Income Strategist, Schwab Center for Financial Research

  • International Markets, Trends, and Events

    Jeffrey Kleintop

    Managing Director and Chief Global Investment Strategist, Charles Schwab & Co., Inc.

  • Economic and Market Insight and Investor Sentiment

    Liz Ann Sonders

    Liz Ann Sonders, Charles Schwab

    Managing Director and Chief Investment Strategist, Charles Schwab & Co., Inc.

Personal Finance, Financial Planning, and Wealth Management

  • Retail investing trends

    Andrew D’Anna

    Managing Director, Retail Client Experience

  • Wealth Management, Advance Estate Planning, Tax-Efficient Investing, Multigenerational Wealth Transfer

    Susan Hirshman

    Susan Hirshman, Schwab Expert

    Director, Wealth Management, Schwab Wealth Advisory, Schwab Center for Financial Research

  • Personalized financial advice

    Cindy Scott

    Cindy Scott, Schwab Expert

    CERTIFIED FINANCIAL PLANNER™ professional, Schwab Intelligent Portfolios Premium®

  • Digital Advice, Client Experience

    Kristina Turczyn

    Kristina Turczyn, Schwab expert

    Managing Director, Digital Advice and Wealth Solutions

  • Financial Planning, Income Planning, and Wealth Management

    Rob Williams

    Rob Williams, Schwab expert

    Managing Director, Financial Planning, Schwab Center for Financial Research

Schwab Asset Management

  • Passive Equity and Multi-Asset Strategies

    Omar Aguilar

    Omar Aguilar, CEO and CIO of Schwab Asset Management

    Chief Executive Officer and Chief Investment Officer, Schwab Asset Management®

  • Mutual Funds, ETFs, and Separately Managed Account Strategies

    David Botset

    David Botset, Schwab expert

    Managing Director and Head of Innovation and Stewardship, Schwab Asset Management®


  • Trader Education

    Lorraine Gavican-Kerr

    Managing Director, Trader Education

  • Trader Education, Schwab Trading Activity Index™, Trader Sentiment

    Joe Mazzola

    Joe Mazzola, Schwab expert

    Director, Trading Services