Kyle Sullivan is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and AXA Advisors since 2014. Outside of his financial career, he serves as a Motor Transport Operator Reservist in the U.S. Army. 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 and discretionary investment management with centralized custody and operational support.

Christopher Ferguson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been with Charles Schwab since 1998. 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 provides a range of integrated brokerage, custody, and advisory services.

John Min is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. His prior work includes positions at Charles Schwab Bank, Nike, and roles in education and extended travel. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by comprehensive investment research and due diligence.

Samuel Runyan is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at D.A. Davidson & Co. for nine years before joining Schwab in 2018. Outside of his advisory role, he manages several local real estate ventures, including residential properties and an RV park in Wyoming. 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. The firm offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Natalie Wynter is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked at several firms including TD Ameritrade, Mutual of America, Edward Jones, and Bank of America. She is currently based in Boca Raton, FL. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 provides a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Steve Adams is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 17 years of industry experience. He worked at TD Ameritrade, Inc. for 16 years before joining Charles Schwab in 2023. Outside of his advisory role, he pursues woodworking, building furniture and cabinets. 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, offering a multi-asset model portfolio approach supported by centralized custody and operational resources.

Louis Paolillo is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade Investment Management and TD Ameritrade, Inc. Outside of his advisory role, Paolillo is a volunteer basketball coach and also works as a bartender. 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. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Derek Meade is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Charles Schwab in Naperville, IL, returning to the firm after a brief tenure at Fidelity Investments. Outside of financial services, he is a brand ambassador for a business specializing in customized engraving on wine and liquor bottles. Charles Schwab 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 offers a combined brokerage, custody, and advisory platform with a client relationship model that includes both non-discretionary and discretionary managed account options.

Alexander Day is a financial advisor with Charles Schwab in Plano, TX, holding the Series 66 and Series 63 designations and one year of industry experience. Prior to joining Charles Schwab, he worked at CINCaP Investment Group and Essex Management. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Jared Fergason is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles in education, retail, and food service, including positions at Chic-Fil-A and Texas Tech University. 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 services with access to discretionary separately managed accounts, supported by centralized custody and research resources.

Lorenzo Morales is a financial advisor with Charles Schwab in Naples, FL, holding a Series 66 designation and six years of industry experience. His career includes roles at Charles Schwab Bank, Wells Fargo Bank, Wells Fargo Clearing, Equitable Advisors, and prior experience with Amazon and Florida Southwestern State College. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 advice and access to discretionary separately managed accounts, supported by centralized supervisory, custody, and order-routing operations.

Sean Huelskamp is a CFP® and Series 66–licensed financial advisor with seven years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, following prior roles at TD Ameritrade and Mass Mutual. 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. Schwab combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Alexander Outzen is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 63 and Series 66 credentials with eight years of industry experience. Prior to joining Charles Schwab in 2018, he worked in education and healthcare roles, including positions at Colorado Early Colleges, Centennial Peaks Hospital, and Garden Autism Services, Inc. Outside of his advisory work, he serves as a goaltending coach for the Littleton Hockey Association. 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 a large-scale, integrated structure with both non-discretionary advice and discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investment program.

Radhika Srinivasan is a financial advisor at Charles Schwab with 18 years of industry experience and holds a Series 66 designation. Her prior work includes positions at Wells Fargo Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering bundled advisory, brokerage, custody, and financial planning services. The firm combines a non-discretionary client relationship model with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Matthew Sattler is a CFP® professional with nine years of industry experience, currently affiliated with Charles Schwab in Corte Madera, CA. His prior experience includes roles at Edward Jones and IntegenX Inc. Outside of his advisory work, he rents out a room in his primary residence. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services, delivering investment guidance via a combination of non-discretionary advice and discretionary separately managed accounts.

Kevin Deluca is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016, including a role at Charles Schwab Bank, SSB since 2021. Outside of his advisory work, he serves as the Treasurer for The Phoenix Iowa Club, a volunteer position involving financial reporting and fund management. 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 separate managed accounts and offers a broad range of investment guidance through multi-asset model portfolios and alternative investment programs.

Andrew Cap is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His career includes roles at Charles Schwab Bank, Realty Income, and self-employment, with prior work in real estate-related businesses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and advisory infrastructure.

Jordan Bonanno is a financial advisor with Charles Schwab who holds a Series 66 designation and has two years of industry experience. Prior to joining Schwab, he worked at Ameriprise Financial Services and Fidelity Investments. His background also includes experience in the hospitality industry and periods of full-time education. 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 employs a multi-asset investment approach supported by centralized operational infrastructure.

Patrick Phinney is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at Charles Schwab since 2006 and previously at OptionsXpress, Inc. from 2016 to 2017. Outside of his advisory role, he is an author of books about whitewater safety and a kayak/canoe instructor with the Honu Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed accounts. The firm combines brokerage, custody, and advisory services with multi-asset model portfolios and a formal alternative investment program.

Amanda Picard is a financial advisor at Charles Schwab with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work history includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. 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. The firm offers a mix of non-discretionary and discretionary investment options using multi-asset model portfolios and provides centralized supervisory, custody, and order-routing services.