David Bubb is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and alternative investment due diligence.

Nia Jordan is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Schwab, she worked at Georgetown University and has performance experience as a member of the Washington Commanders Drumline. She also coaches indoor percussion for Arlington Public Schools. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts.

John Brodie is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill for ten years each before joining Charles Schwab and Charles Schwab Bank in 2022. 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 provides a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Stephen Lo is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank Ssb 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and order-routing services.

Drew Woolery is a financial advisor with Charles Schwab in Bethesda, MD, holding the Series 63 and Series 66 designations and having 29 years of industry experience. He has been with Charles Schwab and its related entities since 1999. 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Melanie Simons is a financial advisor with Charles Schwab in Bethesda, MD, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Chevy Chase Trust Company, Reframe Wealth, LLC, Extended Travel, and TIAA-CREF. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

Davide Sarkodee is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Chevy Chase Trust and Corbett Road Wealth Management. 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 blend of non-discretionary and discretionary investment management, supported by multi-asset model portfolios, alternative investment due diligence, and a centralized operational structure.

Lisa Hunt is a financial advisor at Charles Schwab with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Charles Schwab since 1992, including a thirteen-year period at Charles Schwab Bank. Hunt serves on the Board of Directors at SIFMA and participates in financial literacy programs; she is also involved in educational initiatives with the Shanghai Advanced Institute of Finance and the University System of Maryland Foundation. Charles Schwab & Co., Inc. serves a broad 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 advisory relationships with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Denis Mc Groddy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, Inc., and Scottsdale Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its 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 utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

Mitchell Davis is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2018. Prior roles include positions at Ironman Corporation and contributions at DePauw and Alpha Chi Omega. 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and alternative investment due diligence.

Alison Wilmore is a financial advisor with Charles Schwab in Bethesda, MD, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Alliance Bernstein and various non-financial organizations. Outside of her advisory work, she is involved as a co-owner and registered agent in a real estate business and participates in retail reselling on platforms such as Poshmark and Depop. 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, offering a combination of non-discretionary and discretionary investment management.

Lanie Nikes is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Charles Schwab in Bethesda, MD. Her prior work includes roles at Mercer Global Advisors Inc. and McLaughlin Ryder Investments, Inc. She has previously operated her own advisory business, Nikes Advisory. Charles Schwab serves a large client base predominantly composed of high- and ultra-high-net-worth individuals, offering wealth advisory services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advice with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by its Center for Financial Research.

Hyuk Lee is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 25 years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and affiliated USAA financial services entities from 2015 to 2020. 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Jeffrey Corvin is a financial advisor with Charles Schwab based in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSb since 2017. Outside of finance, he creates and sells mixed media art and photography through Dane Fine Art.com and works as a florist sales processor and rideshare driver. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options. The firm provides integrated advisory, brokerage, custody, and financial planning services supported by strategic asset allocation models and a centralized operational structure.

Jonas Rodriguez Jones is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2018, and previously spent 18 years at Fidelity Investments. Jones holds Series 63 and Series 66 licenses. 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 multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Rodney Gillespie is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab Bank since 2023 and Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade from 2013 to 2022. 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 combined advisory and brokerage platform with both non‑discretionary and discretionary investment options, supported by centralized operations and a formal process for alternative investments.

Danielle Hassan is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. She previously worked at Fidelity Investments and has experience in design and media-related roles. 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 multi-asset model portfolios along with alternative investment options.

Jonathan Dannenberg is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Empower Financial Services, RAD Search, and T. Rowe Price/FIS. He is based in Bethesda, MD. 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 supported by centralized custody, supervisory services, and a formal alternative-investment process.

Giselle Colavita is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2006. Outside of her advisory role, she serves as a member of the Board of Trustees for the Connelly School of the Holy Child. 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’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal process for alternative investment offerings.

Ilian Li is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has held positions at JPMorgan Chase, Raymond James Financial Services, Atlantic Union Bank, Middleburg Financial, and PNC. 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 using multi-asset model portfolios and maintains a large, integrated operational structure.

Trevor Corey is a financial advisor with Charles Schwab in Bethesda, MD, holding a Series 66 designation and 22 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2016 and previously spent five years at TDAmeritrade. 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, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services within an integrated and scalable platform.

Michael Boggio is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes roles at MassMutual Life Insurance, Truist Life Insurance Services, and P.J. Robb Variable Corp. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and centralized operational support.

Shanae Mullings is a financial advisor at Charles Schwab with a Series 66 license and two years of industry experience. She has worked with Charles Schwab Bank and Charles Schwab & Co., Inc., and previously held roles at Westminster Asbury and Magnolia Towers. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Robert Boies is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 63 and Series 66 licenses and four years of industry experience. His previous roles include positions at Charles Schwab Bank and the University of Maryland-Smith Business School. 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 clients multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Ana Andonie is a financial advisor with Charles Schwab in Bethesda, MD, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, Penfed Credit Union, and Aware EON. 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 related managed-account and financial planning services. Schwab’s investment approach combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Nhan Nguyen is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Charles Schwab in Bethesda, MD. He has been with Charles Schwab and Charles Schwab Bank SSB since 2016. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Spencer Guizard is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Charles Schwab and Co., Inc., Charles Schwab Bank, and TD Ameritrade. Prior to his advisory roles, he worked at Strayer University for four years. 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. Schwab offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment process within a large-scale, integrated operational structure.

Robert Loney is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2005. 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 advisory relationships with access to affiliated discretionary separately managed accounts, offering a multi-asset investment approach supported by proprietary research and centralized operational infrastructure.

Devin Johnson is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Schwab Private Client Investment Advisory, Inc. Outside of finance, he has experience in the construction industry and worked at Langston University. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated custody, brokerage, and cash-sweep services.

Ari Strait is a CFP® and Series 66 licensed financial advisor at Charles Schwab with 17 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. 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, financial planning, and custody services. The firm is notable for its large scale, integrated service model, and access to alternative investments through a formalized due diligence process.

Garrett Snell is a Certified Financial Planner™ at Charles Schwab with seven years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab since 2019 and previously held positions at the University of Maryland and Carroll Community College. Outside of finance, he was involved with the Mount Airy Inn for five years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Steven Umstead is a CFP® professional with 36 years of experience, currently serving as a financial advisor at Charles Schwab. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company. He also co-founded Quattro Goombas Brewery, a venture outside the financial industry. 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, combining non-discretionary advisory relationships with access to affiliated discretionary portfolios and a formalized alternative investment process.

Sean Campbell is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Investments and the Army National Guard. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and affiliated discretionary investment management options alongside brokerage, custody, and cash-sweep services.