Daron Brockington is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Charles Schwab since 2019, as well as positions at GOmedigap, Robertwayne Footwear, Gemini, and Amazon. 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 offers both non-discretionary guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investments within a highly integrated operational structure.

Stephanie Aviles Suazo is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at Charles Schwab Bank, Costco Wholesale Corp., Boston Market Corp., and Ihop. 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 guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and due diligence on alternative investments.

Christine Delaney Fisk is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Charles Schwab since 2004. 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 hybrid model including non-discretionary recommendations and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Andrew Chaney is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Charles Schwab since 2008. 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Joshua Rocha is a CFP® professional with 12 years of industry experience, currently serving at Charles Schwab in Austin, TX. His prior experience includes roles at USAA Financial Planning Services and USAA Investment Management Company. 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 affiliated discretionary SMAs, supported by strategic asset allocation models and a centralized operational structure.

Mark Fowler is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009. Based in Austin, TX, Fowler serves clients primarily through Schwab’s wealth advisory programs. Charles Schwab & Co., Inc. provides services to a large client base of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. The firm integrates brokerage, custody, and advisory functions within its Schwab Wealth Advisory wrap fee program, utilizing multi-asset model portfolios and alternative investment options.

Carson Shoemaker is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Coaches Insider and multiple engagements at the University of Northern Colorado. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Jeremiah Taylor is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2018 and 2021, respectively, and has prior experience with BG Multifamily, the University of San Marcos, Amazon Fulfillment Center, and Texas State University. 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 supported by multi-asset model portfolios and due diligence on alternative investments.

Sunita Sumair is a financial advisor at Charles Schwab with 8 years of industry experience. She holds the Series 66 designation and has worked at various Charles Schwab entities since 2017. Prior to joining Schwab, she was employed by the YMCA of Greater Houston. 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 affiliated discretionary models and offers a centralized operational structure supporting a large client base.

Jonathan Heyden is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at KeyBank and various non-financial positions, including at a golf course and in valet services, alongside completing full-time education until 2024. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, and custody services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, supported by strategic multi-asset model portfolios and a formal process for alternative investment offerings.

Rachel Roche is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She previously worked at TD Ameritrade and Charles Schwab Bank. In addition to her advisory role, she volunteers for the ALS Association in Austin, Texas, participating in fundraising and community events such as Max's Ride for ALS. 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 services. The firm offers both non-discretionary and discretionary investment solutions, using multi-asset model portfolios supported by centralized supervisory and custody arrangements.

James Nguyen is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. and associated Schwab entities since 2016. Outside of his advisory role, he owns a rental property in Austin, TX. 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 a centralized structure supporting a large client base.

Luis Zervigon is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Charles Schwab, he held roles at Indochino, Extended Travel, Magnolia Physical Therapy, and X-Trainers Personal Training. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and provides integrated brokerage, custody, and cash-sweep services.

Isabella Cheever is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. Her prior roles include positions at Raymond James & Associates and FIDELITY Brokerage Services LLC. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment programs.

Nicholas Rosenbeck is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Collecting Keys LLC and The One Brokerage, among others. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured alternative investment offering.

Alexander Cassidy is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Charles Schwab since 2018, including roles at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB. Prior to this, he held various positions associated with The Pennsylvania State University and several golf courses. 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 affiliated discretionary SMAs and maintains a centralized operational structure supporting a large client base.

Joshua Levinson is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab in 2023, he worked in various roles including positions at ClassUp and Power Home Remodeling. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Christian Torres Oakes is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having seven years of industry experience. Prior to joining Schwab in 2019, he worked at Apple for three years and briefly assisted in a plumbing business. Outside of his advisory role, he assists his father with installing water heaters during his personal time. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative investment process.

Zachary Feehan is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab, his work history includes roles at Charles Schwab Bank, SSB, as well as experience outside the financial industry and periods dedicated to full-time education. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Ryan Behrens is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and has nine years of industry experience. He previously worked at TD Ameritrade before joining Charles Schwab Bank and Charles Schwab & Co., Inc. There are no additional notable outside activities reported. 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, leveraging multi-asset model portfolios and alternative investment options, supported by Schwab’s centralized operational structure and extensive client base.