Jerret Gervell is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2022. His prior experience includes positions at Advancial Federal Credit Union, TD Ameritrade, and Best Buy. Charles Schwab & Co., Inc. 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 offers a mix of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment research, and integrated brokerage and custody services.

Russell Carlton is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2019, he worked at Polar Wire Products from 2015 to 2019. 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 management, utilizing multi-asset model portfolios and a centralized operational structure.

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 Northrop is a financial advisor with Charles Schwab in Anchorage, AK, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2003 and has worked at Charles Schwab Bank since 2010. 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 offers both non-discretionary and discretionary investment options, combining centralized supervision with access to alternative investments and cash-sweep features.

Landon Temple is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2022, following four years at TD Ameritrade and two years at Scottrade. 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 client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody services.

Crystal Curran is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2015. Outside of her advisory role, she is involved in real estate property management and serves as treasury secretary for the Tudor Square Condo Association in Anchorage, Alaska. 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers centralized custody and order-routing services.

Randall Maes is a financial advisor with Charles Schwab in Anchorage, AK, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Charles Schwab since 1995 and has been involved with Holy Cross Parish since 2009. 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 affiliated discretionary separately managed accounts and offers a comprehensive range of brokerage, custody, and cash-sweep services.