Parrish Mackey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, Power Home Remodeling, and his own firm, PK Mackey. 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Lauren Wyatt is a financial advisor at Charles Schwab with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes sixteen years at TD Ameritrade and several roles within Charles Schwab and its affiliated entities since 2022. Outside of her advisory work, she owns a small retail business making baby shoes and cloths and works as an Instacart shopper. 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 discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Gabrielle Bechwati is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Charles Schwab with five years at the firm and a total of four years of industry experience. Her prior work includes positions at Lewis Brisbois Bisgaard and various roles outside finance such as at Lacrosse Academy OC and Chapman University. Charles Schwab & Co., Inc. provides wealth advisory and managed account services primarily to high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by Schwab’s research and due diligence.

K Wilmshurst is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Schwab in 2025, Wilmshurst worked for Fidelity Investments from 2023 to 2025. Outside of finance, Wilmshurst has been involved with Mittiga Renovations. 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 recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Matthew Johnson is a financial advisor with Charles Schwab in Encino, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Gartner Digital Markets and Macy's. Charles Schwab & Co., Inc. 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing.

Kyle Wold is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade in various capacities since 2006. 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, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jonas Killeen is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, GWFS Equities, and TD Waterhouse Investor Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains a centralized operational structure.

Michael Starr is a financial advisor at Charles Schwab with 16 years of industry experience. His prior roles include positions at BlackRock Investments, LLC and Riversource Fund Distributors, Inc. He also worked with BiggerPockets LLC for one year. 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 mix of non-discretionary and discretionary investment management using multi-asset model portfolios and provides centralized custody, order-routing, and alternative investment services.

John Weaver is a Series 66-registered financial advisor at Charles Schwab with five years of industry experience. He has worked at several firms, including UBS Financial Services and American Financial Advisors, before joining Schwab. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Regan Kerr is a Series 66 credentialed financial advisor with Charles Schwab who has two years of industry experience. Prior to joining Schwab, Regan worked at Lululemon and has spent multiple years dedicated to full-time education. 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 mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized custody and operational support.

Philip Galison is a financial advisor with Charles Schwab in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank 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 combination of non-discretionary and discretionary investment guidance within a large-scale, integrated structure encompassing advisory, brokerage, custody, and cash-sweep services.

Laura Mc Dowell is a CFP® professional with 17 years of industry experience, currently serving at Charles Schwab since 2013 in various capacities including Schwab Trust Bank and Charles Schwab Investment Advisory. Her background is exclusively with Charles Schwab affiliates. Outside of finance, she pursues singing and acting as a freelance activity. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with an integrated, multi-asset allocation approach and access to alternative investments.

Sarah Knudson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab in Brookfield, WI. She has been with Charles Schwab and Charles Schwab Bank since 2016. 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 distinctive operational structure.

Tamaria Hodges is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with periodic reviews and alternative investment due diligence.

Jeffrey Allen is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides centralized custody, brokerage, and cash-sweep services.

Nick Brengman is a financial advisor with Charles Schwab, holding a Series 66 designation and 24 years of industry experience. His prior positions include roles at JPMorgan Chase Bank, J.P. Morgan Securities, Uber Technologies, Home Depot, and Wells Fargo Advisors Financial Network. Charles Schwab & Co., Inc. 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios, strategic asset allocation, and a formal alternative-investment onboarding process.

Dante Moncrieffe is a financial advisor at Charles Schwab with the Series 66 designation and two years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and several organizations outside finance such as Chesapeake Lighthouse Foundation and MOM's Organic. 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’s investment approach features a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Jerry Dunivan is a financial advisor with Charles Schwab in Clayton, MO. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including roles at Charles Schwab Bank and TD Ameritrade. 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, offering multi-asset model portfolios and alternative investment options through a centralized and integrated platform.

Bahram Talaifar is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory work, he is an owner of Awesome Times Properties, a non-investment-related business. 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 guidance, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a centralized operational structure.

Conan Porter is a CFP® professional with 37 years of industry experience, currently serving at Charles Schwab & Co., Inc. since 2021. His previous roles include positions at Waypoint Direct Investments, LLC, JCC Advisors LLC, Phoenix American Hospitality, FDX Capital LLC, and Northstar Realty Securities. 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 supported by the Schwab Center for Financial Research.