Lee Goss is a CFP® with 25 years of industry experience, currently serving at Charles Schwab in Indianapolis, IN. He has been with Charles Schwab since 1999, including a role at Schwab Private Client Investment Advisory, Inc. from 2015 to 2017. Outside of his advisory work, he is a member of the board of directors for I3F, a nonprofit organization focused on imagination, inspiration, and innovation. 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 discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Lisa Quartarone is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2014. Outside of her advisory role, she serves as Treasurer for the West Village Homeowners 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 offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and access to alternative investments within a large, integrated platform.

Samuel Harris is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Hornor, Townsend, & Kent LLC and within the sports and entertainment sector at Philadelphia Union - Keystone Sports and Entertainment 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Juan Salazar is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes nine years at TD Ameritrade, Inc. before joining Charles Schwab in 2022. 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 model portfolio approach alongside a formal alternative-investment onboarding process.

Qin Zhao is a CFP® and holds a Series 66 license with six years of industry experience. Qin has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2024, following roles at Fidelity Investments, Edward Jones, and Bank of America. Charles Schwab & Co., Inc. serves a large client base mainly 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 discretionary separately managed accounts and applies a multi-asset model portfolio approach supported by centralized custody and operational integration.

Christopher O'Banion is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Charles Schwab since 2014. 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 related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options supported by centralized operational and custody services.

Bryce Howard is a Series 66 licensed financial advisor with seven years of industry experience, currently with Charles Schwab. His background includes roles at TD Ameritrade, Fidelity Brokerage Services, Bank of America, and Merrill Lynch. Outside of financial services, he participates as a compensated research participant in pharmaceutical studies. 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 accounts. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Ethan Wu is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab Bank, SSB. He also has experience working in education and healthcare sectors, including at the University of Georgia Center for Continuing Education and St Mary's Health Care System. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily 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, integrating brokerage, custody, and financial advice within a centralized operational structure.

Scott Cullitan is a financial advisor with Charles Schwab in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of investment guidance using multi-asset model portfolios and alternative investments.

Stephen Wight is a financial advisor with Charles Schwab in Irvine, California, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at TD AMERITRADE Inc. for 12 years before joining Charles Schwab and its affiliated bank. Charles Schwab & Co., Inc. 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, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

Jackie Piper Fylak is a financial advisor at Charles Schwab with three years of industry experience. She has been with Charles Schwab since 2022 and previously worked at Hope Network for seven years. Outside of her advisory role, she took a year to focus on extended travel. 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 combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and a distinctive operational model.

Matthew Bush is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has been with Charles Schwab since 2013. 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 options with a focus on multi-asset model portfolios and centralized operational support.

Kevin Parkhill is a CFP® and Series 66-registered financial advisor with Charles Schwab, based in Westlake, TX. He has 24 years of industry experience, including previous roles at USAA Investment Management Company and USAA Financial Advisors. Since 2020, he has been with Charles Schwab and Charles Schwab Bank. 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 options, utilizing multi-asset model portfolios and due diligence processes for alternative investments.

Bryan Delwiche is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, and Charles Schwab Bank. He is based in Appleton, Wisconsin. 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 uses multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Seth Gray is a financial advisor with Charles Schwab in Woodland Hills, CA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2009. 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.

Nicholas Darrin is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining Schwab. He serves as an advisory member for College of the Desert, providing annual input on business education initiatives. Charles Schwab serves a large client base including high- and ultra-high-net-worth individuals, offering both non-discretionary and discretionary advisory services through its Schwab Wealth Advisory program. The firm integrates brokerage, custody, and advisory services with a multi-asset investment approach supported by centralized operations and alternative investment offerings.

Robert Bennett Jr. is a financial advisor with Charles Schwab, holding Series 63, Series 66, and Series 65 licenses and bringing 41 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory role, he is the sole member of Simpson-Cole LLC, a financial services entity related to his independent broker relationship. 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 and discretionary investment options with a multi-asset strategic approach.

Michael Rozzero is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Charles Schwab Bank SSB. Rozzero serves as a board member of the David Louis Cunha Foundation, participating in decisions on charitable fund allocations. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management with multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services.

Diarvonda Ransom is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Charles Schwab since 2019 and previously at Prospera Financial Services, Inc. from 2016 to 2019. 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 solutions using multi-asset model portfolios and maintains a centralized operational structure supporting its extensive advisory network.

Sarah Nadiri is a financial advisor at Charles Schwab with seven years of industry experience. She holds the CFP® designation as well as Series 63, 65, and 66 licenses. Before joining Schwab, her work history includes roles at HUB Investment Partners, Regency Investment Advisors, and Northwestern Mutual Investment Services. 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 managed-account services. The firm combines non-discretionary and discretionary investment options with centralized custody and operational support.