Phoebe Zhang is a financial advisor at Charles Schwab with a Series 66 license and experience working at Charles Schwab and Charles Schwab Bank since 2024. Prior to entering the financial industry, she held positions at Guardant Health, CVS Pharmacy, and in education. Charles Schwab 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 both non-discretionary and discretionary investment options, combining strategic asset allocation with access to alternative investments and centralized operational support.

Jonathan Mareachen is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. He previously worked for the State of Indiana Department of Natural Resources for 12 years before joining Charles Schwab. 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 management with multi-asset model portfolios and centralized operational support.

Bert Gass is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Charles Schwab since 2008. 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 portfolio approach supported by centralized custody and order-routing operations.

Monica Vazquez is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Scottrade. Outside of advisory work, she serves as CFO for ABMV Consulting LLC, handling the accounting duties. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and combination of advisory and brokerage services.

Derek Norsworthy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Charles Schwab Bank, Mindlance, and the Small Business Development 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts.

Maureen Parker is a financial advisor at Charles Schwab with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab since 2016. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, she serves on the marketing committee for fundraising events at the Saratoga Performing Arts Center. 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 advisory guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Andrew Alsobrook is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. His previous roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Fidelity Investments. Outside of his advisory work, he serves as a referee for North Texas Soccer. 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, offering multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Darrin Jones is a financial advisor at Charles Schwab with a Series 65 credential. He joined Schwab in 2025 and has prior experience working at Lockheed Martin and Florida Financial Advisors. 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 options.

Rey Dues is a Certified Financial Planner® with 15 years of experience at Charles Schwab and Charles Schwab Bank, SSB. He holds Series 63 and Series 65 licenses and is based in Noblesville, Indiana. His career has been focused within the Schwab organization since 2011. 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 mix of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Zachary Churchich is a financial advisor at Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses with 10 years of industry experience. His prior roles include positions at TD Ameritrade and Northwestern Mutual. Charles Schwab 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an integrated operational structure.

Timothy Loeffler is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Ziprecruiter and Rosatis Pizza: Selke Management Company. He is currently based in Phoenix, AZ. 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 integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Scott Avila is a financial advisor with Charles Schwab based in Reno, NV, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Madison Avenue Securities, and Anders & Anders Financial Group. 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 advisory, brokerage, custody, and cash-sweep services. The firm’s model integrates non-discretionary advice with access to discretionary separately managed accounts and utilizes multi-asset portfolios and due diligence on alternative investments.

Michelle Boisvert is a financial advisor at Charles Schwab with a Series 66 designation and five years of industry experience. She has worked at Charles Schwab and Co., Inc. and Charles Schwab Bank since 2022, and previously held positions at TD Ameritrade, TD Ameritrade Investment Management, Citizens Bank, and Hannaford. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios with strategic asset allocation and periodic reviews.

Jameson Robbins is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Charles Schwab in 2022, he worked nine years at the US Department of Homeland Security. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Justin Coop is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2013 and has also been associated with Charles Schwab Bank. Outside of his advisory role, he works as a ride-sharing driver with Uber on weekends. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering both non-discretionary and discretionary investment advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services.

Jerret Gervell is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2022. His prior experience includes positions at Advancial Federal Credit Union, TD Ameritrade, and Best Buy. 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 mix of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment research, and integrated brokerage and custody services.

Hannah Young is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Charles Schwab Bank, TD Ameritrade, Vector Marketing, and Impact Martial Arts. 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 management, using multi-asset model portfolios and a centralized operational structure.

Joshua Clark is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of experience in the financial services industry. He has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors. Clark holds a Series 66 license and is based in Tampa, FL. 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 related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment process, supported by a centralized and integrated operational structure.

Mark Anheier is a financial advisor at Charles Schwab with 26 years of industry experience. He has held roles at Charles Schwab since 1998 and Charles Schwab Bank since 2005. Outside of his advisory work, he also works as a server at Chili's in Dallas, Texas. 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 SMAs and offers a centralized operational structure that supports a high client coverage per advisor.

Hoanmy Nguyen is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2014, including a role at Charles Schwab Bank since 2025. 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 offers a multi-asset investment approach supported by centralized custody and operational infrastructure.