Daxesh Bhavsar is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. 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 operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

Dave Ethington is a financial advisor with Charles Schwab based in Chandler, AZ, holding Series 63 and Series 66 designations and possessing 29 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 both non-discretionary and discretionary investment guidance via multi-asset model portfolios and affiliated managed accounts. The firm is notable for its large scale, integrated structure, and combination of advisory and brokerage services.

Patrick Serrano is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has worked with various Charles Schwab entities since 2022. Prior to his advisory role, his background includes education and retail positions. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and alternative investment due diligence.

Stephen Liepold is a financial advisor with Charles Schwab in Chandler, AZ, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Charles Schwab since 1995 and has worked at Charles Schwab Bank since 2008. Outside of his advisory role, he owns and manages a small real estate business. 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 mix of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and alternative investment due diligence, with an integrated operational structure across advisory, brokerage, and custody services.

Samuel Barber is a financial advisor with Charles Schwab in Chandler, AZ. He holds the Series 66 designation and began his industry career in 2024. His prior work experience includes roles at Phoenix Cards and involvement with event and detailing services. 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 affiliated discretionary separate managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Brandon Kocmoud is a CFP® professional with four years of industry experience, currently affiliated with Charles Schwab in Chandler, AZ. His prior work includes roles with the Phoenix Suns and Grand Canyon University. Charles Schwab & Co., Inc. serves a large client base primarily made up of 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers integrated brokerage, custody, and advisory services.

Haven Mc Kernan is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Schwab, Haven worked at JR Capital LLC and has been involved with Dierks Bentley Whiskey Row since 2025. 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, using multi-asset model portfolios and a centralized operational structure.