Rodney Beckles is a financial advisor with Charles Schwab in Cambridge, MA, holding a Series 66 designation and having three years of industry experience. His prior roles include positions at TD Ameritrade, Wells Fargo, 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 offers both non-discretionary and discretionary investment options, delivering guidance via multi-asset model portfolios and alternative investment programs supported by Schwab Center for Financial Research.

Chloe Sanders is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to joining Schwab, she served in the U.S. Army Reserve and has worked in various roles including at American Eagle Outfitters and hospitality establishments. 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, offering a combination of non-discretionary and discretionary investment solutions supported by centralized operations and comprehensive due diligence.

Thomas Regan is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at GW&K Investment Management and Amg Distributors, Inc. He is also a landlord of a rental property in Boston. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering both non-discretionary and discretionary investment advisory services through integrated wrap fee programs and multi-asset model portfolios.

Inga Yengoyan is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing seven years of industry experience. Her prior roles include positions at Santander Securities, LLC and Santander Bank, NA. She is currently based in Cambridge, MA. 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. The firm is notable for its large scale, integrated structure, and access to multi-asset model portfolios with alternative investment options.