Jenna Farah is a Series 66 licensed financial advisor with three years of industry experience. She is currently with Charles Schwab, having previously worked at MidFirst Bank, Fidelity Investments, Wells Fargo Clearing, and Wells Fargo Bank. Prior to her financial industry roles, she worked at Fortis Gymnastics and Target. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Nabila Walli is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Wells Fargo Bank before joining Charles Schwab in 2026. Walli is based in Albuquerque, NM. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Christopher Chavez is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 credentials. His prior work history includes positions at Merrill and Fidelity, where he contributed from 2013 to 2021. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management combined with integrated custody and brokerage services.

Matthew Bauer is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and its affiliated entities since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options. The firm combines brokerage, custody, and advisory services on a large scale with centralized operational support.

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.

Geoffrey Hathhorn is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and previously worked at ICMA-RC Services, LLC for 16 years before joining Charles Schwab and Co., Inc. and Charles Schwab Bank. 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 combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Shane Lucero is a financial advisor with Charles Schwab in Albuquerque, NM, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior work includes roles at Edward Jones and Fidelity Investments. 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 guidance, supported by an integrated structure that includes brokerage, custody, and cash-sweep services.

Matthew Lamb is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2013. Based in Albuquerque, NM, Lamb serves clients through Schwab's wealth advisory programs. 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 client relationship model with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by in-house research.

David Contreras is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has prior work experience at firms including UBS Financial Services and JP Morgan Chase. Outside of financial advising, he works part-time as a ramp agent for United Airlines. 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. The firm offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.