Elizabeth Matos is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank, SSB since 2012. 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 discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Carla Almeida is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank SSB and Charles Schwab since 2015. Outside of her advisory role, she is a landlord of a residential rental property. 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 combines non-discretionary client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its research and alternative investments platform.

Adam Rittersporn is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Charles Schwab in Aventura, FL, where he has worked since 2019, including prior roles at Fidelity Investments and Raymond James & Associates. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research.

Alexandros Grivas is a financial advisor with Charles Schwab in Aventura, FL, holding Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at TD Ameritrade and Charles Schwab Bank. Outside of finance, his background includes work with Conscious Logistics LLC and Theo’s Restaurant. Charles Schwab & Co., Inc. 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 services supported by integrated custody and brokerage operations.

Motaz Sarsour is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Citibank, Castle Management LLC, Nautica, and Broward College. 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 discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Jilliann Ransom is a financial advisor with Charles Schwab holding Series 66 and Series 63 licenses and two years of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2024 and 2025, respectively. Outside of her advisory role, she works as a freelance photographer and videographer on weekends. 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 solutions using multi-asset model portfolios and centralized operational support.