Brandon Camarda is a financial advisor with Charles Schwab in New York City, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, and independent contracting with MPC, as well as diverse earlier positions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and discretionary separately managed accounts. The firm is notable for its large scale and integrated model combining advisory, brokerage, custody, and alternative investment services.

Angela Taliaferro is a CFP® professional with 27 years of experience in the financial services industry. She is currently an advisor at Charles Schwab, where she has worked since 2022, following roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Her background also includes positions at the University of Alabama. 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 in-house research and a comprehensive alternative investments program.

Jerry Ho is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his current role at Charles Schwab, he worked at Northwestern Mutual and has experience in the restaurant industry. He also owns and manages a rental property. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Chase Alexander is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 licenses and having five years of industry experience. His prior work includes roles at Dicks Sporting Goods, Avon High School, and Sherwin Williams. Charles Schwab serves primarily 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 a combination of non-discretionary and discretionary investment management delivered via multi-asset model portfolios and centralized operational support.

Kenneth Mann is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors. He is based in Austin, TX. Charles Schwab & Co., Inc. serves a large client base of 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 centralized operational resources.

Timothy Glass is a CFA® charterholder with 19 years of industry experience. He has been with Charles Schwab since 2006 and previously worked at TD Ameritrade from 2021 to 2024. He is also affiliated with Brothers Glass Investments, where he has been involved since 2005. 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 and discretionary investment management, supported by multi-asset model portfolios, formal alternative investment processes, and integrated custody and brokerage services.

Vincenzo Fresquez is a financial advisor with Charles Schwab in Las Vegas, NV. He holds the CFP® designation along with Series 63 and Series 66 licenses and has 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2013. Outside of his advisory role, he serves as an assistant baseball coach at The Meadows School and is the treasurer of Mission Church Las Vegas, a 501(c)(3) religious organization. Charles Schwab & Co., Inc. serves a large clientele primarily composed of high- and ultra-high-net-worth individuals through a range of advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and maintains a centralized operational structure supporting its extensive client base.

David Shalom is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Pershing LLC for ten years. 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 alongside alternative investment options.

Cody Judkins is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, following previous roles at Fidelity Brokerage Services and Investools by TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base mainly comprised 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 and discretionary investment management supported by multi-asset model portfolios, alternative investment due diligence, and centralized operational infrastructure.

Stephen Smoak is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Schwab, he worked as a freelance baseball writer and analyst and was involved in daily fantasy sports for several years. 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios, alternative investment due diligence, and centralized operational infrastructure.

Lance Jacobs is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2010 and Charles Schwab Bank, SSB since 2013. Based in Denver, CO, he has primarily served clients through these affiliated entities. 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 related managed-account and financial planning services. The firm combines both non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Mohammad Aboudi is a financial advisor with Charles Schwab in Reston, VA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, PNC Bank, and Capital One. 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 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.

Ramkrishna Shukla is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at TD Ameritrade Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves 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 affiliated discretionary portfolios and offers a multi-asset investment approach supported by research and due diligence.

James Cartwright V is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2005, including a 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 and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated platform offering both non-discretionary advisory services and access to discretionary separately managed accounts.

Kylie Elliott is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Charles Schwab entities since 2013. Outside of her advisory role, she co-owns Bug & Bramble LLC, an online printing business that supports a Halloween costume application design. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 model portfolio approach and a centralized operational structure.

Christopher Inglish is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent seven years at USAA Investment Management Company. Inglish currently serves within Charles Schwab Bank, SSB as well. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, leveraging an integrated operational structure and multi-asset investment models.

Nathaniel Hunter is a Series 66 licensed financial advisor with Charles Schwab in Phoenix, AZ, and has six years of industry experience. His background includes roles at Charles Schwab and Charles Schwab Bank, as well as positions at Grand Canyon University, Daktronics, and Northern Arizona University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, using multi-asset model portfolios and a centralized operational structure.

Danielle Evans is a Series 66 licensed financial advisor with Charles Schwab in Las Cruces, NM, bringing seven years of industry experience. She previously worked at Pat Campbell Insurance for nine years before joining Charles Schwab in 2018. Outside of her advisory role, Evans serves as a director-at-large board member for the Friends of the New Mexico Farm & Ranch Heritage Museum, participating in committees and volunteer events. 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 provides an integrated custody and brokerage platform.

Walker Albrecht is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Pinnacle Partners, and held other roles outside the financial industry. 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 combines non-discretionary advisory relationships with access to discretionary managed accounts and employs a multi-asset strategic allocation approach supported by centralized custody and supervision.

Joseph Lane is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has previously worked at TD Waterhouse Investor Services, Inc. and Ameritrade Inc. Outside of his advisory role, he has worked as a DoorDash delivery driver. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services.