Robert Lewandowski is a financial advisor at Charles Schwab in Chicago, IL, holding Series 63 and Series 66 designations with 32 years of industry experience. He has been with Charles Schwab since 1998. 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 and alternative investments within a large integrated operational structure.

Bradley Judd is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at TD Ameritrade, Ausdal Financial Partners, and JTI Brokerage. He also served the City of Rolling Meadows for eight years. 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 both non-discretionary and discretionary investment solutions, combining model portfolios, written advice, and due diligence on alternative investments within an integrated operational structure.

Ruben Mendez is a financial advisor at Charles Schwab with five years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Charles Schwab in 2021, he worked at Sprint, Best Buy, Glacier Newspaper, Lyft, and Uber. 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 guidance supported by multi-asset model portfolios and a centralized operational structure.

Peter Walsh is a financial advisor with Charles Schwab & Co., Inc. in Chicago, IL. He holds Series 63 and Series 66 credentials and has 10 years of industry experience, including prior roles at Uber and Lyft. 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, leveraging multi-asset model portfolios and a centralized operational structure.

Abbas Hussain is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Charles Schwab in 2022, he worked at Calamos Financial Services LLC for 12 years. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, alternative investment research, and integrated custody and brokerage services.

John Grigus is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at optionsXpress, Inc. and TD Ameritrade Inc. 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 offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Thomas Wheaton is a financial advisor with Charles Schwab in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He worked at Thinkorswim, a division of TD Ameritrade, for 11 years before joining Charles Schwab in 2021. 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 access to discretionary separately managed accounts, supported by centralized custody and a formal due diligence process for alternative investments.

William Garnett is a financial advisor with Charles Schwab in Chicago, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at Charles Schwab since 2019 and previously at TD Ameritrade from 2017 to 2024. Outside of his advisory role, he serves as a board member for United Electric & Supply Co. Charles Schwab 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 separately managed accounts and integrates a centralized operational structure across its client base.

Scott Fox is a financial advisor at Charles Schwab with 29 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc. for 26 years. Based in Chicago, IL, he joined Charles Schwab in 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized supervisory and custody arrangements.

Noah Kraus is an advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His work history includes positions at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Prior to entering the financial industry, he held various roles including at URboss Auto and Mediate North Shore. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by dedicated research and centralized operational resources.

Micah Riskin is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 11 years before joining Charles Schwab. Riskin serves as a board member of the Olin Sang Ruby Union Institute, contributing to leadership initiatives, fundraising, and networking for the summer camp. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, combining strategic asset allocation and alternative investment due diligence within an integrated operational structure.

Kristine Warner is a financial advisor at Charles Schwab with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab Trust Bank since 2021, with prior experience at Guggenheim Funds Distributors, LLC and Rydex Distributors, Inc. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and order-routing arrangements.

John Landsell Jr. is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Charles Schwab since 2021 and previously held roles at Bank of America and Merrill from 2014 to 2021. He is based in Chicago, IL. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

John Landry is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2012, following a brief tenure at TD Ameritrade. Outside of his advisory role, he was a founding partner of Combined Yield, a farmland ownership fund that was never funded, where he contributed to networking and operational setup. 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 and discretionary investment management, utilizing multi-asset model portfolios and comprehensive due diligence through its Schwab Center for Financial Research.

Simon Manoyan is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Charles Schwab & Co., Inc., where he has worked since 2021, following prior roles at CliftonLarsonAllen Wealth Advisors, LLC and BKD Wealth Advisors, LLC. He serves on the board of his condominium association, participating in community meetings and efforts to improve resident living conditions. 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. The firm provides both non-discretionary and discretionary investment options, combining centralized custody and brokerage services with multi-asset model portfolios and a formal alternative-investment program.

Joseph Sneed is a financial advisor at Charles Schwab with 19 years of industry experience. He has held positions at Charles Schwab Bank, SSB since 2018 and Charles Schwab since 2017, following two years at optionsXpress. He holds Series 63 and Series 66 designations and is based in Chicago, IL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through the 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 in-house research and alternative investment due diligence.

Andrew Hill is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Foreside Financial Services, BMO Asset Management, Bank of America, and Merrill. Charles Schwab 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 separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and supervisory arrangements.

Samuel Khil is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2016, having previously worked at optionsXpress from 2014 to 2017. He is based in Chicago, IL. 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 separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Henry Chan is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Northern Trust. Prior to his finance career, he was employed in the restaurant industry in Chicago. Charles Schwab serves a large client base primarily consisting 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 and discretionary investment guidance using multi-asset model portfolios and maintains a centralized operational structure supporting its extensive client coverage.

Kevin Roland is a financial advisor with Charles Schwab in Chicago, IL, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at TD Ameritrade Clearing, Inc., TD Ameritrade, Inc., and optionsXpress, Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational structures.