Meet the 2022 RIA Talent Advantage Scholarship Winners!

Schwab Advisor Services™ and Charles Schwab Foundation have created the RIA Talent Advantage Student Scholarship to help remove financial barriers, advocate for diversity, and open doors for future talent within the independent RIA industry.

The RIA Talent Advantage Student Scholarship program has awarded twelve $10,000 scholarships to undergraduate students seeking a major or minor in financial planning and, ultimately, a career in the RIA profession. At least six of the twelve scholarships have been, and will continue to be awarded, to underrepresented and diverse recipients. Read the press release to learn more about the scholarship.

These scholarship winners represent the future of our industry, and we are excited for you to get to know them. Meet our 2022 RIA Talent Advantage Scholarship winners!

Abigail Adams

Abigail Adams

Abigail Adams, Utah Valley University, Class of 2023

"As a professional, I want to utilize my knowledge and skills to help my clients achieve and maintain a high quality of life. In addition, I hope to secure and preserve a strong financial foundation and future for the ones I love. I want to impact the financial services industry by exploring an underserviced or underexplored niche of clientele and by increasing diversity."

Sarah Chamberlain

Sarah Chamberlain

Sarah Chamberlain, Utah Valley University, Class of 2023

"My passion now is to utilize the understanding of personal finance as a platform to help others. Most people do not fully understand personal finance and do not know where to turn for help. I find joy in leading others to the same peace and security I have found—and in being someone that can be trusted."

Keely Cleveland

Keely Cleveland

Keely Cleveland, Colorado State University-Fort Collins, Class of 2023

"Becoming a personal financial planner is important to me because I want to use my knowledge of financial products, tools, and techniques to relieve some of the stress that money can cause an individual. Being able to help client achieve their financial goals would be fulfilling."

Corrigan Garcia

Corrigan Garcia

Corrigan Garcia, Texas A&M University, Class of 2023

"My heritage is underrepresented in wealth advising. I feel that by becoming a wealth advisor, I might be able to encourage others of my heritage to seek out financial planning and build wealth, slowly fixing the wealth gap problem in America, and promote financial wellness, and financial freedom in all communities."

Jennifer Giron

Jennifer Giron

Jennifer Giron, Seton Hall University, Class of 2023

"I found my calling through this RIA path. I thought this would be a perfect opportunity for me to fulfill my goals of wanting to help others morally but also follow through on my own finances. In the last year I have been introduced to Charles Schwab by my other mentor, Frank Devito, and found that Schwab is dedicated to Registered Investment Advising. I would be honored to work and be involved at such a great and trusting company." 

Madeline Griffith

Madeline Griffith

Madeline Griffith, Texas Woman's University, Class of 2023

"As I have attended Texas Woman's University for the past three years of my Undergrad, I have developed confidence in my voice as a woman in our society. I believe that we hold such power and knowledge that often gets overlooked. I want to do my best in giving more women the ability to seek financial assistance, a voice in their investment portfolio, and help them achieve a life they want." 

Stephen Hanscom

Stephen Hanscom

Stephen Hanscom, Fairleigh Dickinson University-Florham, Class of 2023

"My passion for constantly learning about the ever-changing economic climate and my joy of working alongside people to help achieve their goals is the reason why I want a career as an RIA. When I was working in my internship, it never felt like "work"  to me, which was the first time I had ever experienced this. When going to work is that easy every morning, that is when you know you found the career for you." 

Amaya Montgomery

Amaya Montgomery

Amaya Montgomery, North Carolina A&T State University, Class of 2024

"After taking finance courses and being part of financial literacy programs, I want to teach financial literacy more than I did before. I have two main goals for my future that I believe are a part of my purpose in life. [Then] begin to assist generational wealth in the minorities communities and to expand safe spaces for minorities as well." 

Lauren Moskowitz

Lauren Moskowitz

Lauren Moskowitz, Georgia College & State University, Class of 2023

"My strong involvement as vice president of finance club, helping the school of business create the finance major, being the leader of the CFA research team, and soon to be the first ever female finance major at Georgia College, has let me blaze a trail for the women at my school interested in finance."  

Johnny Nguyen

Johnny Nguyen

Johnny Nguyen, University of Arizona, Class of 2023

"I never realized how much representation mattered. It wasn't until college when I noticed the importance of diversity and representation. Specifically, for me, having role models who looked like me made me feel more comfortable in my skin. From the football star Son Heung-min to the politician Andrew Yang, I hope that I can become a role model for Asians in the financial planning profession." 

Julius Swaim

Julius Swaim

Julius Swaim, Gordon College, Class of 2023

"My goal is to build that bridge by being a financial planner who understands very personally the needs and concerns carried by many African Americans and immigrants. That will allow us to work together to discern and achieve their desired goals." 

Jesus Zepeda Castro

Jesus Zepeda Castro

Jesus Zepeda Castro, Arizona State University, Class of 2023

"In January 2020, I started a six-month internship with an independent broker dealer firm which changed my life forever. Through this firm, and its leaders, I discovered my passion for personal finance and realized the impact that can be made by increasing the financial literacy of the population, especially in minorities." 

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Program administered by International Scholarship and Tuition Services, Inc. (ISTS), a separate company not affiliated with The Charles Schwab Corporation and affiliates. Charles Schwab & Co. and ISTS are separate, unaffiliated companies and are not responsible for each other’s policies or services.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

Charles Schwab & Co., Inc. ("Schwab") is a separate but affiliated company and subsidiary of The Charles Schwab Corporation ("Charles Schwab"). 

TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., members FINRA/SIPC, are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. 

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support of Schwab.

© 2022 Charles Schwab & Co., Inc, All rights reserved. Member SIPC. 

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