Stephanie Thompson is a financial advisor at Charles Schwab with over 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 1997. Her roles have included positions at Charles Schwab Trust Bank, Charles Schwab Premier Bank, 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, offering non-discretionary investment recommendations alongside access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and combination of advisory, brokerage, custody, and cash-sweep services.

Joseph Kotran is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2015 and 2017, respectively. 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 and discretionary investment management supported by multi-asset model portfolios, centralized custody, and integrated operational services.

Dylan Oran is a financial advisor at Charles Schwab in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. His prior work includes eight years at Edward Jones and six years at KPMG LLP. Outside of his advisory role, he is involved as a member in two real estate ventures, Tailor Made Properties LLC and Gravy Real Estate LLC. 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 blended approach of non-discretionary advisory with access to affiliated discretionary separately managed accounts, supported by centralized custody and a formal alternative-investment program.

Garrett Binkley is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Charles Schwab Bank SSB, TD Ameritrade, and prior public service in Denton County. 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 due diligence on alternative investments through its Alternative Investments Select program.

Stefan Titeica is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab in 2022, he worked in various roles including at Verizon Wireless and ADT Securities. Outside of finance, he operates a collectibles business called Collect-A-Billion, dealing in items such as Lego sets, trading cards, and comic books through online platforms. Charles Schwab & Co., Inc. serves a large client base with a focus on high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory models with access to discretionary portfolios and alternative investments through an integrated wealth management platform.

Joshua Hylton is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His previous roles include positions at TD Ameritrade and Schwab Private Client Investment Advisory, Inc. among others within the Charles Schwab family of companies. 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 guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Ashley Cromie is a financial advisor with Charles Schwab in Sarasota, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Centene Management Co., Scharf Group/Next Financial, and Edward Jones. 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 a structured alternative-investment platform.

Hayden Ayers is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He has worked at Charles Schwab since 2020 and previously was employed at ProVantage Corporate Solutions and Campbell University Athletics. He serves as assistant treasurer for the Southern Pines Rotary Club, assisting with transaction records. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm’s model combines non-discretionary advice with access to discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.

Andrew Huck is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2006, with a brief tenure at optionsXpress, Inc. in 2017. 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 provides a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Timothy Brookshire is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at TD Ameritrade from 2011 to 2022 before joining Charles Schwab and Charles Schwab Bank. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a centralized operational structure.

Eric Richman is a CFP® professional with 28 years of experience, currently affiliated with Charles Schwab. His prior experience includes roles at Prudential and Lincoln Financial Distributors. He is based in Philadelphia, PA. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment offerings.

Dustin Brunzlick is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation and previously worked at R.E. Edwards Associates Inc. and State Farm Insurance. Outside of finance, he is the captain of the San Francisco 49ers Touchdown Team, responsible for designing the routes for the team's flag runners during game introductions and celebrations. Charles Schwab 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 client relationships with access to affiliated discretionary portfolios and uses multi-asset model portfolios supported by in-house research and alternative investment offerings.

Jeffrey Chatman is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Dimensional Fund Advisors and work with the Texas House of Representatives. Outside of finance, he is involved in the performing arts as a host and performer in improv comedy shows at the Hideout Theater. 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, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and central custody and order-routing operations.

Hilda Castillo is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed-account, and financial planning services. The firm operates as both a broker-dealer and investment adviser, providing integrated custody, brokerage, and advisory services with a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Sylvia Beasley is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and StubHub. 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 discretionary separately managed accounts and employs a multi-asset investment approach supported by its in-house research and alternative investment offerings.

Denis Mc Groddy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, Inc., and Scottsdale Securities. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

Megan Fehribach is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes multiple roles at TD Ameritrade and a longstanding position with The Janis Tarsha Trust since 2015. She is based in Westlake, TX. 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 solutions, leveraging multi-asset model portfolios and a centralized operational platform across a large client base.

Matthew Rhoads is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and was previously with Merrill from 2014 to 2020. 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 affiliated managed-account and financial planning services. The firm combines a predominantly non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Benjamin Lundquist is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, TD Ameritrade, and U.S. Bancorp Investments. 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 its research and due diligence teams.

Kyle Kinder is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, he worked at Neighbors Credit Union and US Bank, and has experience as a professional poker player. 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 and discretionary separately managed accounts, combining a large client base with integrated custody, brokerage, and advisory functions.