Siyao Ji is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Ji has worked at Charles Schwab and Co., Inc. since 2022 and previously at TD Ameritrade from 2017 to 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 offers 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.

Erika Sahagun is a financial advisor at Charles Schwab with a Series 66 designation and several years of experience in the banking and financial services industry. Her prior work includes roles at California Bank & Trust, First Republic Bank, Farmers and Merchants Bank, First Citizens Bank, and Chase Bank. Charles Schwab & Co., Inc. serves a large client base primarily made up 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 operates a large-scale integrated platform offering advisory, brokerage, custody, and cash-sweep services.

Stephen Saulnier is a financial advisor with Charles Schwab in Burlington, MA, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. He has worked with Charles Schwab since 1998 and has been involved with Charles Schwab Bank, SSB since 2005. Outside of his advisory role, he is the owner of 12 Th St. LLC, a rental real estate management business. 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 blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios, providing integrated brokerage, custody, and advisory services.

Cameron Grose is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and five years of industry experience. He has been with Charles Schwab & Co., Inc. since 2019. Outside of finance, he has experience working in the food service industry, including positions at Blue Dahlia Bistro and Mozies. 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. Schwab offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody and brokerage services.

Long Tran is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank, SSB since 2018. Prior to that, he had brief roles at Weaver and Freedom Park. 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 both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with centralized custody and operational support.

Gerald Hewitt is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Freedom Mortgage and Wawa. 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 guidance supported by a large, integrated operational platform.

Jeffrey Brown is a CFA® charterholder with 14 years of industry experience. He is currently with Charles Schwab in Seattle, WA, where he has worked since 2022. Prior to Schwab, he spent ten years at Parametric Portfolio Associates and Eaton Vance Distributors, Inc. He serves on the board of the View Ridge Swim and Tennis 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Guy Huffman is a financial advisor at Charles Schwab based in Boulder, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank, SSB, along with experience at Colorado State University and the Colorado State Legislature. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated custody, brokerage, and advisory services.

Brennon De Meritt is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he served five years in the United States Marine Corps. 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 offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Brett Olson is a financial advisor with Charles Schwab and holds Series 66 and Series 63 licenses. He has nine years of industry experience, including roles at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank, SSB since 2025. Prior to his finance career, he worked at Pottery Barn Park Meadows from 2015 to 2017. 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 supported by multi-asset model portfolios and access to alternative investments, combining scale with an integrated operational structure.

Shakaib Tariq is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Fidelity Investments, Elevated Capital Advisors, and several other firms. Outside the financial sector, he previously worked at Marcello’s Pizza. 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 with multi-asset model portfolios and an established alternative investments program.

Imanol Meza is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and TD Ameritrade. His background also includes positions outside finance in retail and hospitality sectors. 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, utilizing multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Christopher Quinn is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following a 17-year tenure at TD AMERITRADE Inc. He has also been involved with ISD 41 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 mix of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and alternative investment options within a large integrated client service platform.

Jeffrey Hinrichs is a CFP® with 24 years of industry experience, currently working at Charles Schwab. He has been with Charles Schwab and Charles Schwab Bank since 2020, following roles at USAA Investment Management Company and USAA Financial Advisors. Hinrichs also served in the USAF Reserves for 24 years. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts through its integrated wealth management platform.

Corinna Lam is a financial advisor with Charles Schwab in Oakland, CA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Charles Schwab since 1999 and Charles Schwab Bank since 2005. Outside of her advisory role, Lam is involved in real estate property management as a landlord in multiple locations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment options.

Alexander Weymier is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and has a background in healthcare services. Outside of finance, he is co-owner and manager of Better Now, a music-related business, where he also plays bass. 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 combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Jacob Helfrich is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. His prior roles include working at Marion County Superior Courts and various positions in retail and service industries. 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 provides both non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment process.

Roy Chavez Guerra is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2000, including a concurrent role at Charles Schwab Bank, SSB since 2008. 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 provides both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence on alternative investments.

Kim Evans is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with multiple Schwab entities since 1994 and has managed roles across Charles Schwab Trust Bank, Schwab Premiere Bank, and Schwab Private Client Investment Advisory. Outside of finance, Evans is also a cosmetologist offering hair and makeup services for events such as weddings and anniversaries. 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 comprehensive platform including brokerage, custody, and alternative investment due diligence.

William Murphy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at TD Ameritrade and held positions in the automotive and retail sectors. 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, using multi-asset model portfolios and a range of alternative investment solutions.