Wesley Bauer is a financial advisor with Charles Schwab in Eugene, Oregon, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Prior to that, he worked at Vacation Races Inc for three 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by proprietary research and centralized operational infrastructure.

Gary Rice is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has previously worked at USAA in various financial planning and investment management roles. Outside of his advisory work, he owns a rental property business, Hampton Blue Rentals, LLC. 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 and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Matthew Wells is a financial advisor at Charles Schwab with 11 years of industry experience. He has been with Charles Schwab since 2014 and holds Series 63 and Series 66 licenses. 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, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Ryan Freimuth is a CFP® professional with 10 years of industry experience. He currently works at Charles Schwab, where he has been since 2022, following prior roles at Bank of America, Merrill, and Fidelity. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment due diligence, and comprehensive custody and brokerage services.

Joseph Neri is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Charles Schwab Bank, SSB since 2018 and at Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he spent time at The M Group & Associates and was involved with My Big Fat Greek Restaurant. 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 offers a comprehensive operational structure including centralized custody and a formal alternative-investment onboarding process.

Connor D'orio is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2018, including time at Charles Schwab Bank. Prior to joining Schwab, he worked at Sprint and attended the University of Central Florida. 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 range of advisory, brokerage, custody, and cash-sweep services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and an alternative-investment program.

Brendan Coleman is a financial advisor with Charles Schwab in Quincy, MA, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His career includes roles at Charles Schwab Investment Advisory, Inc. and Windhaven Investment Management, Inc. He has been with Charles Schwab since 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment programs.

Michael Hahn is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2008 in Phoenix, AZ. 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 managed-account services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Thomas Byrne is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Charles Schwab since 2017 and previously at Private Advisor Group, LLC and LPL Financial from 2012 to 2017. Charles Schwab & Co., Inc. primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Samuel Sells is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors and in various non-financial roles including at In-N-Out Burger and Amazon. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Zachary Newberg is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including TIAA and U.S. Bancorp Investments. Outside of his advisory role, he serves as Secretary of the Comet Wrestling Club, a sports and physical recreation organization. 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 separate managed accounts and employs a multi-asset model portfolio approach supported by thorough due diligence and centralized operational infrastructure.

Cassandra Morris is a financial advisor with Charles Schwab in Oklahoma City, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. She serves as a board member of the Greater OKC Asian Chamber of Commerce, focusing on supporting Asian business owners. 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 centralized custody, brokerage, and cash-sweep services.

Dean Martines is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2000, including a role at Charles Schwab Bank SSB since 2007. Based in Scottsdale, AZ, he serves clients through Schwab’s integrated wealth advisory 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment options, and a centralized operational structure.

Katherine Stephenson is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 66 and Series 63 designations and has been with Charles Schwab since 2013. Based in Chicago, IL, she works within a firm that primarily serves high- and ultra-high-net-worth individuals. Charles Schwab & Co., Inc. offers wealth advisory, brokerage, custody, and financial planning services through a combination of non-discretionary and discretionary investment programs. The firm’s scale, integrated structure, and multi-asset model portfolios distinguish its client service approach.

Brandon Schifferdecker is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work includes nine years at TD Ameritrade before joining Charles Schwab and Charles Schwab Bank in 2021. 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 options supported by multi-asset model portfolios and alternative investment due diligence.

Clay Mitchell is a CFA® charterholder with 20 years of industry experience. He is currently with Charles Schwab in Lone Tree, CO, where he has worked since 2021, following a decade at Foreside Fund Services and Cambiar Investors. He serves as a Trustee for Trinity United Methodist Church. Charles Schwab 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, offering both non-discretionary and discretionary investment solutions supported by comprehensive research and a multi-asset model portfolio approach.

David Ortman is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 1999, including a three-year tenure at Charles Schwab Bank, SSB. Based in Bethlehem, PA, he provides advisory services through one of the largest firms in the industry. 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 supported by multi-asset model portfolios and a centralized operational structure.

Tyler Keniston is a CFP® professional with 20 years of industry experience, currently affiliated with Charles Schwab in Sacramento, CA. His prior experience includes over a decade at USAA, working in financial planning and investment services. 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 a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

Mark Sekera is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Prior to joining Schwab in 2020, he worked at TIAA and TIAA-CREF from 2013 to 2020. Outside of his advisory work, Sekera serves as a firefighter for the Cranberry Township Fire Department. 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 guidance, supported by multi-asset model portfolios, formal alternative-investment processes, and integrated brokerage, custody, and advisory services.

Greg Childs is a financial advisor with Charles Schwab in Portland, OR, holding a Series 66 designation and ten years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2015. Outside of his advisory role, he is involved in property ownership in Portland. 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 extensive operational integration across custody, brokerage, and investment management.