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 with Charles Schwab in Cambridge, MA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He previously worked at GW&K Investment Management and Amg Distributors, Inc. Regan is also a landlord of a rental property in Boston. 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, offering a blend of non-discretionary advice and access to affiliated discretionary separately managed accounts.

Inga Yengoyan is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Charles Schwab since 2024 and previously held roles at Santander Securities and Santander Bank. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment program.