Grant Trower is a financial advisor at Charles Schwab with 10 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2019, and previously at UBS Financial Services and Wells Fargo Clearing. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program. The firm’s investment approach combines non-discretionary advisory relationships with discretionary separately managed accounts and utilizes multi-asset model portfolios and due diligence on alternative investments.

Case Elder is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018, following seven years at TD Ameritrade. 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 managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Miles Feller Blakemore is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Charles Schwab since 2018 and was previously employed at TD Ameritrade and Global Music Broadcasting Inc. Outside of his advisory work, he serves as a soccer official. 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 services and access to discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.

Jerry Dunivan is a financial advisor with Charles Schwab in Clayton, MO. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including roles at Charles Schwab Bank and TD Ameritrade. 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, offering multi-asset model portfolios and alternative investment options through a centralized and integrated platform.

Brendan Lovekamp is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Paddio Home Loans and Academy Sports + Outdoors. 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, offering a combination of non-discretionary and discretionary investment solutions supported by a large integrated infrastructure.

Brian Keough is a financial advisor at Charles Schwab with nine years of industry experience. He has held positions at Td Ameritrade, Scottrade, and Morgan Street Brewery. Keough holds Series 63 and Series 66 licenses. 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 offers multi-asset model portfolios supported by research and a formal alternative-investment onboarding process.

William Marshall is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Charles Schwab in Clayton, MO. His prior experience includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. 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 advisory relationships and access to discretionary separately managed accounts, supported by centralized custody, due diligence on alternative investments, and a multi-asset investment approach.

Tammy Mc Garry is a financial advisor at Charles Schwab with five years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and VIPKid. Outside of her advisory role, she operates a personal coaching business called Free To Succeed. 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 SMAs and offers a multi-asset investment approach supported by research and alternative investment options.

Travis Lloyd is a financial advisor with Charles Schwab in Clayton, MO, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Investments, Bank of America, Merrill, and Citibank. Outside of finance, he was involved with Goodfellas Moving and Dad & Lad LLC. 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, supported by a multi-asset model portfolio approach and centralized operational structure.

Matthew Panke is a financial advisor with Charles Schwab in Clayton, MO, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has worked at Charles Schwab and its bank affiliates since 2007 and previously worked at Merrill from 2004 to 2007. 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 advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by in-house research and alternative investment programs.

Joseph Schranck is a financial advisor with Charles Schwab in Clayton, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Paychex, Inc. 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 bundled advisory, brokerage, custody, and cash-sweep services. The firm features a client relationship model that blends primarily non-discretionary advisory with access to affiliated discretionary separately managed accounts and incorporates multi-asset model portfolios and alternative investment due diligence.

Nicholas Fleming is a financial advisor with Charles Schwab, holding a Series 66 credential and beginning his advisory career in 2024. His background includes multiple community roles with local Catholic churches and a full-time education career from 2014 to 2020. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals, offering a combination of non-discretionary and discretionary investment options through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s integrated structure supports a wide client base with centralized custody, advisory, and brokerage services.

Henry Bauer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Charles Schwab Bank SSB, TD Ameritrade, and Keller Williams. Outside of his advisory career, he manages a rental property business through Two Flower Properties, LLC. 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 investment advice with access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational infrastructure.

Mohammad Rasheed is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including BMO, Fidelity Investments, Wells Fargo Clearing Services, J.P. Morgan Securities, and Scottrade. 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, using multi-asset model portfolios and centralized operational structures.

Kasondra Orbach is a financial advisor with Charles Schwab & Co., Inc. holding a Series 66 designation and has one year of industry experience. Prior to joining Schwab, she held roles at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Itcon 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 discretionary separately managed accounts and offers multi-asset model portfolios along with a structured alternative investment program.

Fraser Pain is a financial advisor with Charles Schwab in Clayton, MO, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Advisors. Outside of his advisory work, he is a signer on his wife’s printing and publishing business bank account for emergency purposes. 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 SMA portfolios and a formal alternative-investment onboarding process.

Aj Poisson is a financial advisor at Charles Schwab with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity/Strategic Advisers LLC and 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts using a multi-asset model portfolio approach.

Erin Kessel is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2009. Outside of her advisory role, she has served as a diving coach for young athletes with the Clayton Diving Alliance since 2002. 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 management supported by multi-asset model portfolios and centralized operational services.

Kenneth Covington is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 66 designation and 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by ongoing research and due diligence.

Carolyn Smith is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 2021. Her prior experience includes roles at Oppenheimer & Co. Inc and Scottrade, Inc. She was also involved with My Secret Garden from 2018 to 2019. 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 advisory solutions supported by centralized custody and operational infrastructure.

Benjamin Schrumpf is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to joining Schwab, he worked at The Walt Disney Company and spent nine years in full-time education. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Gregory Williams is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. He has worked at TDAmeritrade, Inc. for 10 years, followed by roles at CHARLES SCHWAB and CO., INC. and Charles Schwab Bank, SSB. 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 SMAs and offers multi-asset model portfolios supported by research and due diligence.