Jordan Brown is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Northwestern Mutual. Outside of advising, Brown owns a fitness planning business and serves as a First Private in the U.S. Army National Guard. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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.

Jeremy Zitting is a CFP® professional with 14 years of industry experience, currently serving at Charles Schwab in Charlotte, NC. He has been with Charles Schwab since 2011 and has also worked at Charles Schwab Bank SSB since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services, offering both non-discretionary and discretionary investment management options.

Maria Kamboykos is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and HSBC. Outside of her advisory role, she provides pet sitting services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary buy/sell recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and a combination of advisory approaches with centralized custody and operational systems.

Michael Urizzo is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Vanguard, New Jersey City University, and IMC Financial Markets. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by centralized operational infrastructure.

Jacklyn Hernandez Moran is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her work history includes multiple roles at Charles Schwab and Fidelity Brokerage Services. Outside of her advisory work, she is involved as a consultant promoting clean wellness products through Arbonne. 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, offering multi-asset model portfolios and alternative investment options.

Kyle Shanaberger is a financial advisor with Charles Schwab in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2017, following a year at PNC Investments. 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 solutions supported by centralized custody and operational infrastructure.

Benjamin Kurtz is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial strategies aimed at helping them efficiently achieve their financial goals. He emphasizes transparent communication and detail-oriented planning to ensure clients are well-informed and confident in their financial decisions. He has held several roles within Fidelity Investments since 2020, including Relationship Manager, Retirement Brokerage Services Associate, and Financial Services Associate. This progression reflects his growing experience and expertise in investment consulting and client relationship management. Outside of his professional work, Benjamin has personal interests that include comedy, fitness, hiking, music, and spending time with pets.

Gregory Wolder is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2014. Prior to that, he was involved with Garden State Fireworks and GW Floor Services LLC from 2010 to 2018. 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 management delivered through multi-asset model portfolios and utilizes a centralized operational structure.

Macintosh Donner is a CFP® with five years of industry experience, currently serving as a financial advisor at Charles Schwab in Charlotte, NC. Prior to joining Schwab in 2022, he worked at The Vanguard Group from 2020 to 2022. He holds Series 63 and Series 66 registrations. 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 both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and operational support.

Trent Thomas is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2006 and 2008, respectively. 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 advisory services supported by a large-scale, integrated operational structure.

Corey Barnes is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. 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 options, utilizing multi-asset model portfolios and due diligence from Schwab’s research teams, supported by its integrated custody and brokerage platform.

Brandon Roy is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and various other firms. He has also worked briefly in the hospitality and retail sectors. 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 SMAs, using multi-asset model portfolios and a centralized operational structure.

Kylie Goodwin is a financial advisor at Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at Valuable Capital Securities, LLC and several positions in the hospitality sector. 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 and affiliated managed account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by in-house research and a formal alternative investment program.

Matthew Aument is a CFP® professional with 20 years of industry experience, currently serving at Charles Schwab in Charlotte, NC. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory work, he maintains an active LLC in North Carolina. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Grey Wordsworth is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, NYLIFE Securities LLC, and New York Life. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Douglas Woodruff is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Charles Schwab since 1994 and has worked at Charles Schwab Bank since 2005. 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 and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep services.

Steven Robbins is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he is a joint owner of an LLC involved in owning a rental property. 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 offers a combination of non-discretionary advisory and discretionary managed account options supported by centralized custody and operational infrastructure.

Noah Arita is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. His prior roles include positions at First Citizens Bank, First Horizon Advisors, and Bank of America. 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 affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by centralized operational and custody arrangements.

William Carlson is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank since 2023, with prior experience at Modis and various positions outside the financial industry, including work with the YMCA of Metropolitan Dallas. 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 investment recommendations and access to discretionary separately managed accounts. The firm is notable for its integrated structure, large client base, and multi-asset investment approach supported by in-house research and a formal alternative investments platform.

Daniel Edwards is a financial advisor with Charles Schwab based in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab and Charles Schwab Bank in 2024, he worked at Equitable Advisors from 2022 to 2024 and served in the United States Marine Corps between 2019 and 2021. Charles Schwab serves a large client base of 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 alongside centralized custody and order-routing arrangements.

Siamak Vazeen is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2023, following nine years at TD Ameritrade. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and order-routing infrastructure.

Matthew Jones is a financial advisor with Charles Schwab, holding a Series 66 designation and 28 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2002 and Charles Schwab Bank, SSB since 2005. Outside of his advisory role, he serves as the men's tennis coach at Weddington High School in North Carolina. 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, using multi-asset model portfolios and a centralized operational structure.

Isaac Williams is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments and Charles Schwab Bank, SSB. 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 and centralized custody and order-routing arrangements.

Connor Willis is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and in various roles outside finance, including at Benchmark Physical Therapy and the University of North Carolina. Charles Schwab serves a broad range of mostly high- and ultra-high-net-worth clients 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 discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and custody services.

Scott Depiazza is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Outside of his advisory role, he operates Di Piazza Impresa, LLC, an importer of kitchen appliances and accessories sold online. Charles Schwab serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm utilizes a client relationship model that includes both non-discretionary guidance and access to affiliated discretionary managed accounts.

Bradley Koesel is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Fisher Investments. 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 provides both non-discretionary and discretionary investment options and combines centralized custody and supervisory functions with access to alternative investments.

Zackary Venus is a financial advisor with Charles Schwab in Charlotte, NC, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Enhancing Capital, Ambassador Advisors Equity Res, and legacy financial firms, as well as positions outside finance such as driving for DoorDash. 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 and affiliated managed-account services. The firm offers both non-discretionary and discretionary investment options with multi-asset model portfolios and a centralized operational structure.

Michelle Bradford is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and has worked with Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2019. Her prior experience includes roles at Merrill and consulting projects. 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 alongside discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational services.

Austin Booker is a financial advisor with Charles Schwab holding a Series 66 designation. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2023. Prior to his current role, he held positions in construction staffing, insurance, education, and hospitality. Charles Schwab & Co., Inc. serves a large client base, mainly 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 management options supported by a multi-asset investment approach and centralized operational infrastructure.