Navneet Karra is a financial advisor with Charles Schwab in Kansas City, MO, holding a Series 66 designation and one year of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Wells Fargo, Karra Brothers, LLC, and Verizon. 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 with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and order-routing systems.

Seth Swenson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Viasat Inc. and various positions within Pepsico Beverages Canada. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Lanie Nikes is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Charles Schwab in Bethesda, MD. Her prior work includes roles at Mercer Global Advisors Inc. and McLaughlin Ryder Investments, Inc. She has previously operated her own advisory business, Nikes Advisory. Charles Schwab serves a large client base predominantly composed of high- and ultra-high-net-worth individuals, offering wealth advisory services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advice with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by its Center for Financial Research.

Ryan Odendahl is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Aston Carter and Consolidated Planning, as well as several years focused on full-time education. 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 investment recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and multi-asset investment approach supported by comprehensive due diligence.

Ford Timms is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliates since 2019, following prior roles at TD Ameritrade and Scottrade. 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 employs a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Jack Iler is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His work history includes multiple roles at Charles Schwab since 2021 and prior experience at Vidsig and 925 Junk. He also attended Purdue University from 2018 to 2022. 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 both non-discretionary and discretionary investment options, using multi-asset model portfolios and a combination of advisory, brokerage, custody, and cash-sweep services.

Daniel Cea Oliva is a financial advisor at Charles Schwab with Series 63 and 66 licenses and one year of industry experience. His prior work includes roles at Liberty Mutual and several positions outside the financial industry. Charles Schwab 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 both non-discretionary and discretionary investment options, using multi-asset model portfolios and alternative investments, supported by a centralized operational structure.

Joseph Peironnet is a financial advisor at Charles Schwab in San Mateo, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Charles Schwab and Charles Schwab Bank in 2025, he worked at Related Companies, CU Denver Wellness Center, Minio Inc, R&C Brown Associates, Hotel Los Gatos, and spent four years in 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 financial planning services. The firm offers a combination of non-discretionary advisory relationships, discretionary separately managed accounts, and an integrated operational model that includes custody, brokerage, and alternative investment services.

Carson Brechner is a financial advisor at Charles Schwab with a Series 66 designation and approximately two years of industry experience. Prior to joining Schwab, he held various roles outside the financial sector, including multiple positions related to education and customer service. Charles Schwab & Co., Inc. serves a large client base composed mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by comprehensive custodial and brokerage services.

Katelyn Dolson is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Charles Schwab since 2014. 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 centralized custody and supervisory functions.

Peter Koerner is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017. Prior to that, he spent ten years with TIAA-CREF and TIAA. 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 uses a multi-asset model portfolio approach supported by centralized supervision and integrated custody services.

Chad Mcconachie is a financial advisor at Charles Schwab in Omaha, NE, holding a Series 66 designation with 19 years of industry experience. He previously worked at Ameritrade from 2006 to 2023 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 advisory relationships and access to discretionary separately managed accounts, supported by strategic asset allocation models and due diligence on alternative investments.

Makenzie Koah is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. She has worked at multiple entities within the financial sector since 2020 and has a background that includes experience in education and several non-financial business roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated services, combining brokerage, custody, and advisory functions in an integrated platform with both non-discretionary and discretionary investment management options.

Raphael Robert is a CFP®-credentialed financial advisor at Charles Schwab with seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously held positions at Fidelity Investments, Crown Capital Management, Superior Seafood, and the University of San Francisco. 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, combining multi-asset model portfolios, alternative investment due diligence, and centralized operational support.

Cortney Mc Elroy is a CFP® professional with 25 years of experience, currently advising at Charles Schwab. She has been with Charles Schwab since 2006 and has also worked at Charles Schwab Bank, SSB since 2008. 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 provides integrated brokerage, custody, and advisory services.

Kevin Voorhees is a financial advisor with Charles Schwab in Morristown, NJ, holding a Series 66 license and bringing 10 years of industry experience. His prior experience includes roles at J.P. Morgan Institutional Investments and BlackRock Investment Management. 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 its Center for Financial Research.

Michael Klasel is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Schwab in 2022, he held positions at Surespire, Ventura Foods, Ajilon Staffing, and Prima Title Group. Outside of his advisory role, he serves as the head judge for regional trading card game tournaments. 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 client advisory with access to discretionary separately managed accounts, using multi-asset model portfolios and a distinctive operational structure.

Daniel Lutocka is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2015, including three years with Schw Private Client Investment Advisory, Inc. 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 mix of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized custody and operational support.

Aaron Pinkerton is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and previously worked at various USAA-affiliated companies from 2011 to 2025, including financial planning and investment services roles. 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 guidance and access to discretionary separately managed accounts, combining scalable advisory solutions with centralized custody and order-routing capabilities.

Alec Schuldt is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2022 and was previously associated with the Seattle Golf Club from 2015 to 2022. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and trading operations.