Matthew Kelly is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade Inc. from 2010 to 2022. Outside of his advisory role, he serves as a committee member for the nonprofit Tuckahoe Recreation Club. 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 solutions, combining centralized custody and order-routing with multi-asset model portfolios and access to alternative investments.

Trent Loucks is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 10 years before joining Schwab. Charles Schwab & Co., Inc. serves mainly 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 provides integrated brokerage, custody, and investment advisory services.

Christopher Swaine is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, E*TRADE Securities LLC, and Arbor Court Capital, LLC. 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. Schwab provides both non-discretionary investment guidance and access to discretionary separately managed accounts supported by centralized custody and integrated operational services.

Sean Gorman is a financial advisor with Charles Schwab, holding a Series 66 license and 17 years of industry experience. He has previously worked at TD Ameritrade and has been with Charles Schwab and its affiliated bank since 2010. Outside of his advisory role, he owns and manages small rental and Airbnb property 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 a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a centralized operational structure.

Jason Le is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Charles Schwab since 2017 and previously at The Antigua Group, Inc. from 2012 to 2017. In addition to his advisory work, he has been affiliated with Glendale Community College since 2011. 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 SMA portfolios, offering multi-asset strategic allocation models supported by centralized operational and supervisory infrastructure.

Christopher Martinez is a financial advisor with Charles Schwab in Old Hickory, TN, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2015. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Gary Bryant is a financial advisor at Charles Schwab with 42 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Schwab in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2023. Outside of his advisory role, he has worked part-time in retail customer service. 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, offering both non-discretionary and discretionary investment management with an integrated operational structure.

Dennis Seeley Jr. is a financial advisor with Charles Schwab in Framingham, MA, holding a Series 66 credential and over 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously held positions at TD Ameritrade Investment Management and Scottrade. Outside of his advisory role, he is a part owner of Salon Moxie, LLC, where he assists occasionally. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory programs, offering both non-discretionary and discretionary investment options with integrated brokerage, custody, and advisory services.

Chase Pollard is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2011. 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Mary Baker is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Charles Schwab since 2015. 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 centralized supervisory and custody arrangements.

Daniel Weisman is a financial advisor with Charles Schwab based in Sunnyvale, CA. He holds a Series 66 designation and has 21 years of industry experience, having worked at Charles Schwab Bank Ssb since 2005 and Charles Schwab & Co., Inc. since 2004. Outside of his advisory role, he owns rental properties managed by a third party. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and conducting due diligence on alternative investments through its integrated operational platform.

Timothy Chommala is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 credential and has been with Charles Schwab since 2017, including time at Charles Schwab Bank, SSB. Prior to Schwab, he worked at Mercedes Benz of Westminster and Nordstrom. 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 investment approach supported by research and a formal alternative-investment process.

Stephanie Cox is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 16 years before joining Charles Schwab in 2024. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with integrated custody and brokerage services.

Cory Cha is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2018, including roles at Charles Schwab Bank, SSB. His prior experience includes positions at TD Ameritrade and Fidelity Brokerage Services LLC. 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 research and due diligence on alternative investments.

Robert Schmidt is a financial advisor with Charles Schwab in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. He has been with Charles Schwab since 2010 and also has a role with Snap Fitness. 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 with a focus on multi-asset portfolios and alternative investment options.

Kevin Whittington is a financial advisor with Charles Schwab & Co., Inc. in Tampa, FL, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at USAA Investment Management Company, USAA Financial Advisors, and Morgan Stanley. He serves as a board member of Deuce Scoreboards, LLC, a company involved in sports and physical recreation. 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 provides a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

Richard Lopez is a financial advisor at Charles Schwab with Series 66 credentials and experience in the financial services industry beginning in 2023. His prior roles include positions at JP Morgan Chase and First Republic Bank. Outside of finance, he has experience working in community services and the hospitality industry. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset portfolios and a formal alternative-investment evaluation process.

David Ziffer is a financial advisor at Charles Schwab with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Scottrade, TD Ameritrade, and Charles Schwab in various roles since 1995. Outside of his advisory work, he owns a rental property in Sarasota, Florida. 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 relationships and discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Eric Imhof is a CFP®-certified financial advisor with Charles Schwab, based in Marlton, NJ, and has eight years of industry experience. He has worked with various Charles Schwab entities since 2017 and has prior experience at Merrill and Bank of America. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Andrew Chase is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Keller Williams Austin/The CLR Sales Group and ESPN/VFL Films. 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 a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.