Jeffrey Styer is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 21 years of industry experience. He has worked with Charles Schwab and its affiliated Charles Schwab Bank since 2022 and previously spent 14 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a structured alternative investment program within an integrated custody and advisory platform.

Tomas Hrabec is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Chase and McNair and Associates. Outside of finance, he was involved with Sus-Hi Eatstation from 2020 to 2023. 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 multi-asset model portfolios and an integrated operational structure.

James Mounier is a financial advisor with Charles Schwab who holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Regions Bank and Charles Schwab Bank, SSB. Outside of his advisory work, he is a partial owner of a restaurant franchise where he is involved in passive oversight. 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 services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

William Montgomery is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Fidelity Investments, Edward Jones, and TD Ameritrade. Montgomery is based in Coral Gables, FL. 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 alongside centralized custody and operational support.

Brett Risley is a financial advisor with Charles Schwab, holding Series 65 and Series 66 credentials and five years of industry experience. His prior roles include positions at Hughes Retirement & Financial Services, Providence Advisors, Ameriprise Financial Services, and Wermer, Rogers, Doran, Ruzon. He has also worked at the University of St. Francis and in the food service industry. 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 centralized operational structure.

Anthony Cheng is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has prior experience with Vanguard Advisers, Inc. and related Vanguard entities. Outside of his advisory role, he is contracted with Nuo International Realty Corp to buy, sell, rent, and lease real estate. 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 multi-asset model portfolios supported by Schwab’s centralized operational structure.