Eric Volinsky is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade from 2010 to 2022. Outside of his advisory role, he owns a rental property in San Diego. 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, combining a scaled, integrated operational model with multi-asset portfolio management and alternative investment options.

Michael Continelli is a CFP® professional with 35 years of industry experience, currently serving at Charles Schwab in Wayne, PA. He has been with Charles Schwab and its affiliated bank since 2012. Outside of his advisory role, he is a board member of Musicopia, a nonprofit supporting underfunded grade school music programs through financial and educational assistance. 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 offers a combination of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Jaxson Floyd is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Charles Schwab, he worked in various roles across sectors including education and retail. 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Charlotte Souza is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Fidelity Investments, The Prudential Insurance Company of America, Pruco Securities, and Merrill. 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 separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Alexis Maymi is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Charles Schwab & Co., Inc. since 2008, including a role at Charles Schwab Bank, SSB since 2023. 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 alternative investment options.

Christopher Stryker Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2021. Prior to joining Schwab, he worked at TDAmeritrade for 12 years. 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 solutions supported by centralized supervisory and custody functions.

Christopher Collins is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at USAA Financial Advisors Inc., USAA Financial Planning Services, USAA Investment Services Company, and USAA Life Insurance Company. Collins has been with Charles Schwab and Charles Schwab Bank SSB since 2022. 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 extensive research and due diligence.

Shena Jackson Ridley is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2018, following a three-year tenure at Anthem BCBS. Based in Indianapolis, IN, she provides advisory services within Charles Schwab’s extensive platform. 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 solutions, supported by multi-asset model portfolios and centralized operational infrastructure.

Bryan Carter is a CFP® professional with 17 years of industry experience. He is currently affiliated with Charles Schwab, where he has worked since 2022. Prior to this, he spent over a decade at Fidelity, including four years with Fidelity Personal and Workplace Advisors. 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 a non-discretionary advisory model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Avni Dubey is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, Avni's background includes roles at Nordstrom and periods focused on full-time education. 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-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers investment guidance via multi-asset model portfolios and alternative investment options.

Jesse Serra is a financial advisor with Charles Schwab in Irvine, CA, holding a CFP® designation and Series 63 and 66 licenses. He has 11 years of industry experience, with prior roles at JP Morgan Securities and JPMorgan Chase Bank from 2015 to 2022 before joining Charles Schwab in 2022. 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 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 ongoing research and alternative investment due diligence.

Sean Romero is a financial advisor with Charles Schwab in Reston, VA, holding a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021, and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2021. 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 options, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Daryl Powell is a Certified Financial Planner® (CFP®) with 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007, based in Sacramento, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and cash-sweep services. The firm employs a primarily non-discretionary client relationship model supplemented by access to discretionary separately managed accounts and provides investment guidance through multi-asset model portfolios with ongoing due diligence.

Jeffrey Horton is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Squam Lakes Financial Advisors 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 offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Daniel Pak is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and AXA Advisors. Pak is based in New York City. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its wealth advisory wrap fee program and 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 integrated custody, brokerage, and advisory services.

Kais Zeiadah is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2016, with prior experience at TD Ameritrade from 2021 to 2023. 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 centralized operational infrastructure.

Crystal Gilbertson is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Robinhood Financial and TD Ameritrade. 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, offering both non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Carissa Mc Clintock is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2015 and currently works at 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Jacqueline Sanson is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving as a financial advisor at Charles Schwab. She has been with Charles Schwab since 2016 and worked specifically with Schwab Private Client Investment Advisory from 2018 to 2019. 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 due diligence on alternative investments, supported by a large-scale, integrated operational structure.

Daniel Borah is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory role, he operates a vehicle rental business through an LLC and occasionally works as a delivery driver for DoorDash. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary guidance and access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash management services across a large client base with a multi-asset investment approach.