Michael Van Etten is a financial advisor with Charles Schwab in Chicago, IL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at optionsXpress and DV Trading before joining Charles Schwab. 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 advisory services and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and centralized operational structure.

Nunzio Solimene is a financial advisor with Charles Schwab in Chicago, holding Series 63 and Series 66 designations and 13 years of industry experience. His career includes roles at Merrill and periods of self-employment prior to joining Charles Schwab in 2019. Charles Schwab & Co., Inc. 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 combination of non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and a centralized operational structure.

Neal Goby is a financial advisor with Charles Schwab in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at TD Ameritrade, Citigroup, and Fifth Third Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services delivered at scale to a large client base.

Jared Odell is a financial advisor with Charles Schwab & Co., Inc. in Chicago, IL, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to his current role since 2020, he worked at Parallel Education and The Tap, and also spent two years at the Mathematics Assistance Center at IUPUI. 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 uses a multi-asset model portfolio approach supported by centralized operational and custody systems.

Margaret Hernandez is a financial advisor with Charles Schwab in Chicago, holding CFP® and Series 66 designations and eight years of industry experience. Her career includes multiple roles within Charles Schwab and a one-year tenure at Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside integrated custody and brokerage services.

Gautam Sobti is a financial advisor with Charles Schwab in Chicago, IL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior work includes two years at Optionsxpress Inc and multiple roles at Charles Schwab since 2017. 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, employing multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Sedrick Mc Donald is a CFP® credentialed advisor at Charles Schwab with six years of industry experience. His prior roles include positions at Fidelity Investments and Northwestern Mutual. He also teaches CFP classes at DePaul University. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

Michael Demartino is a financial advisor at Charles Schwab in Chicago, IL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and a multi-asset investment approach.