Jacob Leenerts is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2021. Prior to his financial services career, he worked at Academies of Math & Science and NPC International, Inc. 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 and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Tomas Hrabec is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Chase and McNair and Associates. Outside of finance, he was involved with Sus-Hi Eatstation from 2020 to 2023. 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 solutions supported by multi-asset model portfolios and an integrated operational structure.

Charles Scott III is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. 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 guidance, integrating multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Mike Marabeas is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He worked at TD Ameritrade from 2006 to 2024 before joining Charles Schwab in 2021. Outside of his advisory work, Marabeas serves on the board of directors for Lake Murray Little League and coaches travel baseball. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized custodial and supervisory arrangements.

Ronald Mark is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2015. Based in Chicago, IL, Mark provides advisory services within a large institutional framework. 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 discretionary separately managed accounts and employs a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Carl Matysek is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Inc., Cygnus Technologies, New Hanover Regional Medical Center, and Oceanic. 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 alternative investment due diligence.

Kelechi Anyanwu is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has worked at Charles Schwab since 2017 and previously spent two years at Wells Fargo. 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 provides a comprehensive, integrated platform with centralized custody and operational support.

Eve Wood is a financial advisor at Charles Schwab with 20 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2021, with prior experience at TD Ameritrade from 2006 to 2023. She also spent time at the Charles Schwab Trust Bank from 2023 to 2024. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

Natalie Rivosecchi is a CFP® with 16 years of industry experience, currently serving at Charles Schwab in Phoenix, AZ. Her work history includes roles at HF Management LLC since 2017 and Schwab Wealth Advisory Inc. from 2015 to 2025. Outside of her advisory career, she is involved in real estate through ownership and decision-making in a property management LLC. 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 operations and due diligence on alternative investments.

Toussaint Carryl is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2013 and previously worked at Adverse Ventures LLC from 2010 to 2016. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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 centralized custody and operational support.

Robert Cox is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for one year and spent thirteen years at QuikTrip. 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 multi-asset model portfolios supported by research and a formal alternative investment program.

Zachary Klinke is a financial advisor at Charles Schwab in Oakland, CA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes roles at The Vanguard Group and Charles Schwab Bank, along with academic positions at several universities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services, offering a mix of non-discretionary and discretionary investment options supported by integrated custody, brokerage, and advisory capabilities.

Victor Danzo is a financial advisor with Charles Schwab in Phoenix, Arizona, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Charles Schwab since 1997. 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 a multi-asset investment approach and centralized operational infrastructure.

Scott Koren is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and TD Ameritrade Investment 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized supervisory and custody functions.

Mark Stanga is a financial advisor at Charles Schwab with one year of industry experience. He previously led The Stanga Group for ten years before joining Charles Schwab and Charles Schwab Bank, SSB. He holds a Series 66 designation and is based in Newport Beach, CA. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Nathanael Allen is a CFP®-certified financial advisor with nine years of industry experience, currently with Charles Schwab in Pensacola, FL. His career includes several roles within Charles Schwab entities and TD Ameritrade, as well as a position at FSA Investment Group LLC. He serves as a Budget and Finance Committee member for Trinity Presbyterian Church. 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 comprehensive investment guidance platform supported by multi-asset model portfolios and due diligence on alternative investments.

David Peracchio is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and comprehensive due diligence on alternative investments.

James Pryor is a financial advisor with Charles Schwab based in Plano, TX. He holds a Series 63 designation and has 38 years of industry experience. Pryor has been with Charles Schwab since 1987 and has worked at Charles Schwab Bank SSB since 2005. 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 combined model of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investment options.

Michael Brassell is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2016. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Andrew Genco is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2006, including a role at Charles Schwab Bank since 2018. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.