Henry Wong is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank SSB since 2010. 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 relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Benjamin Shen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at Schwab and its affiliated entities since 2018 and previously spent 14 years at Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence.

Selena Chen is a financial advisor at Charles Schwab based in Arcadia, CA, holding a Series 66 designation. She has one year of industry experience, with prior roles at Citibank and eXp Realty. Charles Schwab 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 recommendations and access to discretionary separately managed accounts, supported by a multi-asset allocation investment approach and centralized operational infrastructure.

Chih Chieh Chang is a CFA® charterholder and holds a Series 66 designation, currently working with Charles Schwab in Arcadia, CA. He has two years of industry experience, including positions at Charles Schwab Bank and previous roles at Cox Automotive Inc. and T3 Trading Group, LLC. 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 supported by multi-asset model portfolios and alternative investment due diligence.

Andy Cheng is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade, Bank of America, Merrill, and Cetera. Cheng is also the owner of a rental services business. 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, offering multi-asset model portfolios and centralized custody and brokerage services.

Brian Kim is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and its affiliated entities since 2018, following an 18-year tenure at Scottrade, Inc. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and access to alternative investments, supported by a centralized operational structure.

Irene Choi is a financial advisor with Charles Schwab in Arcadia, CA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She has worked at Charles Schwab Co., Inc. since 2000 and Charles Schwab Bank since 2005. Outside of her advisory role, she has been involved in rental property management since 2006. 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers a comprehensive, integrated approach to wealth management.

Wei Teh Chen is a financial advisor with Charles Schwab in Arcadia, CA. He holds a Series 66 designation and has 18 years of industry experience. Since 2015, he has been affiliated with both Charles Schwab and Charles Schwab Bank. 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 operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized custody and supervisory services.

Michael Chow is a financial advisor at Charles Schwab with 32 years of industry experience. He holds the Series 63 designation and has been with Charles Schwab since 1997, including roles at Charles Schwab Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management along with integrated brokerage, custody, and advisory services.

Ellie Wong is a financial advisor at Charles Schwab with a Series 66 designation and experience beginning in 2023. Her prior work includes roles at Bank of America, East West Bank, and Cypress Sourcing Company Ltd., as well as several years of full-time education before entering the financial industry. 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 advisory relationships and access to affiliated discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

Jiajia Shen is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 credential and has worked at Charles Schwab Bank and Charles Schwab since 2020. Prior to that, she was employed at HSBC Bank and Suzhou Rural Commercial 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 and discretionary investment solutions, with a multi-asset model portfolio approach supported by centralized custody and operational services.

Tiffany Collins is a financial advisor with Charles Schwab in Arcadia, CA, holding Series 63 and Series 65 licenses, with 27 years of industry experience. She has been with Charles Schwab Bank and Charles Schwab Co., Inc. since 2000. 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, delivering investment guidance via multi-asset model portfolios and maintaining a large-scale, integrated operational structure.