Tyson Quade is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2007. 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 provides integrated advisory, brokerage, custody, and cash-sweep services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

Colton Chapin is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Charles Schwab Bank and Schwab & Co., as well as varied positions outside finance. In addition to his advisory work, he is involved in rehabilitating retired racehorses to help find them new homes. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Sam Zimmerman is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Charles Schwab since 2010. 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 options, utilizing multi-asset model portfolios and a structured approach to alternative investments.

Jason Fay is a financial advisor at Charles Schwab with 21 years of experience in the industry and holds a Series 66 designation. He has worked at Charles Schwab and Charles Schwab Bank since 2007. Outside of his advisory role, he is involved in real estate and property management activities in Washington. Charles Schwab & Co., Inc. serves 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 a centralized operational structure.

Michael Lind is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at various Charles Schwab entities since 1995, including the Trust Bank and Premiere Bank divisions. 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 guidance using multi-asset model portfolios and has a distinctive integrated structure that supports a large client base with centralized supervisory and custody arrangements.

Kyle Nikerle is a CFP® professional with seven years of industry experience, currently with Charles Schwab in Anchorage, AK. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2018, following three years at Northwest Financial Services. Prior to his financial career, he held positions at Cedarville University and Burton Snowboards. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing a combination of brokerage, advisory, custody, and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and due diligence on alternative investments.

Donald Cass is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses. He has 28 years of industry experience, all with Charles Schwab since 1998. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Ron Roff is a financial advisor with Charles Schwab in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab since 2009 and also works with Charles Schwab Bank since 2011. 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 provides custodial, brokerage, and cash-sweep services within an integrated operational structure.

Hunter Riley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and previously at TD Ameritrade. Prior to his financial services career, he was employed at Mattress Firm and attended Stephen F. Austin State University. Charles Schwab & Co., Inc. serves a large client base primarily made up 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 recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Kunpeng Wang is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, LPL Financial, Wells Fargo Bank, and Information Forecast, Inc. Wang is also a commissioned notary in the state of California. 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 discretionary separately managed accounts and a formal alternative-investment process, supported by a large client base and centralized operational infrastructure.

Samantha Mcevoy is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2018. Prior to that, she had roles at Melting Pot and Dave and Buster's. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios, alternative investments, and a centralized operational structure.

Miguel Herrera Fraga is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held roles at Vuori and was involved with Surfboardbroker Inc. He has a background that includes several years in education. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, and managed-account services through its integrated wealth management platform.

Christian Lucci is a financial advisor with Charles Schwab in Westlake, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management and Scottrade, Inc. Outside of his advisory duties, Lucci serves as Vice President and Secretary of New Growth Stables LLC, which is involved in horse boarding and lessons. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services. Its Schwab Wealth Advisory program combines non-discretionary investment guidance with access to discretionary separately managed accounts and a structured approach to alternative investments.

Joseph Clifton is a financial advisor with Charles Schwab in Eugene, OR, holding a Series 66 designation and six years of industry experience. His career includes multiple roles at Charles Schwab and Charles Schwab Bank since 2016, as well as a position at Fidelity Investments in 2022. Outside of finance, he works as a case manager for Rise Corp, providing client support through group sessions, individual meetings, and coordination with professionals involved in client care. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary investment guidance and access to affiliated discretionary portfolios, supported by a large integrated platform with centralized custody and supervisory services.

Jacob Rubien is a financial advisor with Charles Schwab in Plano, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he held positions at Charles Schwab Bank and Charles Schwab & Co., Inc., with additional work experience across various other industries 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, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Andrew Godwin is a financial advisor at Charles Schwab based in Phoenix, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Mark-Taylor Inc. and Broadmoor Development. 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 relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized supervisory and custody arrangements.

Kenneth Coles is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously spent 12 years at TD Ameritrade, including time at TD Ameritrade Investment Management. 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 affiliated discretionary separately managed accounts and uses multi-asset model portfolios with strategic asset allocation.

Robert Fleming is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2003, including a role at Charles Schwab Investment Advisory, Inc. in 2020. Fleming also worked at Douglas County High School from 2014 to 2017. 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 offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

James Terry is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 34 years of industry experience. He has worked at Charles Schwab since 2002 and at Charles Schwab Bank since 2005. 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. Schwab offers a combined brokerage and advisory platform with both non-discretionary and discretionary investment options, supported by centralized custody and operational infrastructure.

Suet Wong is a financial advisor with Charles Schwab in Los Altos, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Charles Schwab, Wong worked at Guarmor and San Francisco State University. Outside of advisory work, Wong is involved in property management for a real estate business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, brokerage, and custody services.