Jeremy Zeichner is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Charles Schwab since 2013. In addition to his advisory role, Zeichner owns Zeichner Holdings Inc., an operating company for his independent branch in Bloomington, IN. Charles Schwab 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Heidi Harmon is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2017 and previously worked for five years at the Cardinal Stage Company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering bundled advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-depth research and specialized alternative investment programs.

Andria Donovan is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. She previously worked at Bunger & Robertson, LLP, and MutualBank. Donovan serves as Treasurer for the Bloomington Symphony Orchestra, a nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary client relationships with access to discretionary separately managed accounts and alternative investments.