Matthew Foshee is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Charles Schwab and affiliated entities since 2018 and previously spent 13 years at Scottrade, Inc. and two years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and cash-sweep services.

Andrew Duggan is a CFP® with five years of industry experience, currently working at Charles Schwab. His prior roles include positions at Charles Schwab Bank, International Car Wash Group, Project Resources Group, and the University of Alabama. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by centralized custody and order routing.

Reed Hagberg is a financial advisor with Charles Schwab holding a Series 66 designation and 20 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and New York Life Insurance Company. Outside of his advisory work, he serves on the board of directors and finance committee for the YMCA in Northfield, MN, and officiates men’s league basketball games for the Northfield Community Education Center. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investment onboarding process.

Todd Griffiths is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at TD Ameritrade from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management combined with brokerage, custody, and financial planning services.

Michael Harrington is a financial advisor at Charles Schwab in Radnor, PA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Charles Schwab and its affiliated Trust Bank since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services. The firm is notable for its scale, integrated service model, and multi-asset investment approach supported by in-house research and alternative investment options.

George Aarsheim is a financial advisor with Charles Schwab in Corte Madera, CA, holding a Series 66 designation and one year of industry experience. Prior to rejoining Charles Schwab in 2025, he spent several years in full-time education and worked at Instacart and Marin Country Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Sigifredo Galicia is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His professional background includes roles at Uber, Amazon, Rocket Mortgage, DoorDash, Phoenix Children's Hospital, and the City of Phoenix. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Emma Tornel is a financial advisor at Charles Schwab with Series 66 registration and experience beginning in 2023. Prior to joining Charles Schwab, she held positions at JPMorgan Chase and Capital One, among other roles in diverse industries. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers an integrated platform including brokerage, custody, and advisory services.

Jeffrey Boemermann is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked previously at Scottrade, Inc. and TD Ameritrade Investment Management, LLC. Boemermann is currently with Charles Schwab and Charles Schwab Bank SSB. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary advice and access to discretionary separately managed accounts.

Amber Rosenthal is a financial advisor with Charles Schwab in El Paso, TX, holding Series 63 and Series 65 licenses and with six years of industry experience. Her prior work experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Connects Federal Credit Union. She has also been affiliated with Saint Leo University for over a decade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Christopher De Meyer is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JP Morgan Chase Bank, Frost Bank, and Charles Schwab. Outside of his advisory work, he is involved in managing a personal rental property with his spouse. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Antonio Mijares is a financial advisor with Charles Schwab based in Westlake, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Charles Schwab, he held positions at Pro Unlimited, Target, Wingstop, and Lifetime Fitness. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Brent Huckabee is a financial advisor with Charles Schwab in Spokane, WA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously at U.S. Bancorp Investments, Inc. from 2014 to 2018. Outside of his advisory role, he serves on the finance committee for the HUB Sports Center. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Allie Lehman is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, she worked at JP Morgan Chase and Utica National Insurance Group. She has a background in full-time education spanning over a decade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment options alongside integrated brokerage, custody, and advisory services.

Guillermo Roses is a financial advisor at Charles Schwab with 36 years of industry experience. He holds the ChFC® designation and Series 66 and 63 licenses. His prior experience includes positions at Morgan Stanley and E*Trade Securities LLC. He retains residual commission payments from prior insurance sales but currently does not participate in insurance activities. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset, model portfolio investment approach supported by centralized custody and operational functions.

Nicole Russo is a financial advisor at Charles Schwab with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1997, including roles at Charles Schwab Bank, SSB. Outside of her advisory work, Russo is a half owner of an automotive repair business managed by her spouse. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational services.

Lori Sengdara is a financial advisor with Charles Schwab & Co., Inc. in Las Vegas, NV, holding a Series 66 designation. She has experience working at Arista Wealth Management and Finance of America prior to joining Schwab. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of integrated custody, brokerage, and advisory services.

Jordan Opre is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, he worked at Bandcamp LLC for two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational processes.

Jack Messler is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Home Depot and State Farm, as well as time spent in education at the University of Colorado at Boulder and Evergreen Country Day School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and financial planning services. The firm’s approach includes non-discretionary client relationships supported by strategic asset allocation, access to discretionary separately managed accounts, and a structured process for alternative investments.

Burke Fortner is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Northwestern Mutual and The Keg Steakhouse & Bar. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.