Andrew Adado is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and four years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2021. Outside of finance, he serves as a registered official for high school football and basketball games with the Michigan High School Athletic Association. 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 investment guidance and access to affiliated discretionary separately managed accounts using multi-asset model portfolios, supported by centralized custody, order-routing, and a formal alternative investment onboarding process.

Heather Einhell is a financial advisor with Charles Schwab in San Mateo, CA, holding a Series 66 license and nine years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2018 and previously worked at Fidelity Brokerage Services and the Workers' Compensation Insurance Rating Bureau. 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 related managed accounts and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Stacey Siegel is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 license and has worked at Charles Schwab since 2023, following prior roles at Captrust and The Burton Awards. Outside of her advisory role, she serves as a trustee for the Incorporated Village of East Hills and the Old Westbury Hebrew Congregation, and coordinates events for a local women’s professional networking group. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through a comprehensive wealth advisory program that combines non-discretionary and discretionary investment management, brokerage, custody, and financial planning services. The firm is notable for its large client base, integrated structure, and multi-asset strategic portfolio approach.

Craig Beauregard serves as Vice President and Branch Leader, supporting a team of financial professionals in developing financial plans through advanced technology and strategies. He has held the position of Branch Office Manager at Fidelity Investments since 2012, following a year as Assistant Branch Manager. Prior to Fidelity, Craig gained experience in various roles including Performance Leader and Process Design Consultant at Merrill Edge, and multiple management positions at Bank of America Investments from 2003 to 2010. His career began in financial advisory roles at Dickinson & Company, Baraban Securities, and Barron Chase Securities in the mid-1990s. The biography does not include information on his education, credentials, personal interests, or community involvement.

Brendan Ingram is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and eight years of industry experience. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Edward Jones. 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 centralized operational structure that supports a large client base through integrated advisory, brokerage, custody, and cash-sweep services.

Taylor Hansen is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at HOTWORX Beaumont and Christus HWC. Hansen also has a background in full-time education spanning 18 years. 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, utilizing multi-asset model portfolios and alternative investment programs supported by centralized supervisory and custody structures.

William Bleau is a financial advisor with Charles Schwab in Tysons Corner, VA, holding Series 63 and Series 66 credentials and 20 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab Bank. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios guided by research from its Center for Financial Research.

Stephanie Gifford is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 66 certifications and bringing 14 years of industry experience. Her prior roles include eight years at UBS Financial Services Inc. and several years with Wells Fargo Advisors and other financial firms. 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 employs a multi-asset investment approach supported by in-house research and alternative investment offerings.

Brett Stafford is a CFP® with 14 years of industry experience, currently affiliated with Charles Schwab in Glen Allen, VA. He has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, and previously worked at Michelin North America from 2016 to 2018. 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, multi-asset model portfolios, and access to alternative investments through a centralized and integrated operational platform.

Kira Hill is a financial advisor at Charles Schwab with 20 years of industry experience. She holds the Series 66 designation and has worked at various Charles Schwab entities since 2008, including Charles Schwab Bank and Charles Schwab Trust 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure integrating advisory, brokerage, custody, and cash-sweep services.

Jason Dunn is a financial advisor at Charles Schwab & Co., Inc. in Fort Wayne, IN, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2017, following a one-year tenure at The Cary Company. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Sebastian O'Neal is a financial advisor at Charles Schwab with 31 years of industry experience. He has worked at Charles Schwab since 1996 and has been with Charles Schwab Bank since 2005. He holds Series 63 and Series 65 licenses. 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 a centralized operational structure.

Sevag Hagopian is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 credential and previously worked at Rocket Mortgage for eight years. Outside of his advisory role, he co-owns and manages the business operations of The Beauty Fix Med Spa in Scottsdale, AZ. Charles Schwab serves a large client base primarily composed of high- and ultra–high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advice and access to discretionary separatley managed accounts, supported by a multi-asset model portfolio approach and a distinctive integrated operational structure.

John Stansel is a Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Charles Schwab in Austin, TX since 2013. 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 employs multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Ilya Sedun is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Charles Schwab since 2014. Outside of advisory work, he is involved in real estate investment activities in the Indianapolis area, including serving as a silent partner in property investments and managing bookkeeping for those ventures. Charles Schwab 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 brokerage services with a focus on multi-asset model portfolios and integrated operational support.

Kent Rudisill is a financial advisor at Charles Schwab with 25 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves as secretary and finance committee member of the Eliot Tower Home Owners Association in Portland, Oregon. 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 solutions supported by multi-asset model portfolios and a centralized operational platform.

Jeffrey Bowden is a financial advisor at Charles Schwab in San Francisco, CA, with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and TD Ameritrade. Prior to his financial services career, he held various roles in hospitality and food service businesses. 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 multi-asset model portfolios and a formal alternative-investment onboarding process.

Brian Rogers is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has worked at Charles Schwab since 2002 and at Charles Schwab Bank since 2005. He is based in Dallas, TX. 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 and access to discretionary separately managed accounts, delivered through multi-asset model portfolios and supported by centralized operational and custody services.

Kevin Maher is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2016 and previously spent six years at Fidelity Investments. Outside of finance, he is a co-owner of a retail business, Hygge Wax, based in Chicago. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services with integrated brokerage, custody, and financial planning solutions.

Kelli Martin is a financial advisor with Charles Schwab in Brea, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. Her prior roles include positions at Fidelity Investments and TD Ameritrade. 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 options, combining multi-asset model portfolios and access to alternative investments within an integrated operational structure.