Andrew Adado is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2021 and also serves as a registered official officiating high school football and basketball games for the Michigan High School Athletic Association. 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 provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Kenneth Highet is a financial advisor with Charles Schwab holding Series 63 and Series 66 designations and 40 years of industry experience. His career includes roles at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., TD Ameritrade, Wells Fargo Clearing, and Harrisdirect LLC. 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 models with access to affiliated discretionary SMAs and offers a broad range of integrated brokerage, custody, and cash-sweep services.

Paolo Giannandrea is a financial advisor with Charles Schwab in Ann Arbor, MI, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fifth Third Bank and Fifth Third Securities, as well as work in property development and media during his early career. 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 and discretionary investment options and operates at a large scale with integrated custody and advisory functions.

Troy Miller 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 Acushnet Company and various other organizations. Charles Schwab & Co., Inc. serves primarily 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. The firm is notable for its scale, integrated advisory and brokerage services, and multi-asset investment approach with strategic asset allocation and alternative investment options.