Benjamin Friedberg is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2024. His prior work experience includes roles outside the financial sector at Topgolf, Lindey's Restaurant, and Texas Roadhouse. Charles Schwab & Co., Inc. serves primarily 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’s model includes primarily non-discretionary advisory relationships supplemented by access to discretionary separately managed accounts and multi-asset model portfolios.

Tamara Taylor is a Series 66-licensed financial advisor at Charles Schwab with nine years of industry experience. She has worked at prominent firms including Morgan Stanley and TD Ameritrade and has been with Charles Schwab since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Bryce Howard is a Series 66 licensed financial advisor with seven years of industry experience, currently with Charles Schwab. His background includes roles at TD Ameritrade, Fidelity Brokerage Services, Bank of America, and Merrill Lynch. Outside of financial services, he participates as a compensated research participant in pharmaceutical studies. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Kevin Banner is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2013. 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 investment approach supported by centralized custody and operational infrastructure.

Robert Carlisle is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Fidelity Brokerage Services, Wells Fargo Clearing Services, and The Vanguard Group. Carlisle rents out the basement of his primary residence to a tenant. 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 investment guidance and access to affiliated discretionary separately managed accounts, combining a large client base with integrated custody and brokerage services.

Cody Judkins is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, following previous roles at Fidelity Brokerage Services and Investools by TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base mainly comprised 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 management supported by multi-asset model portfolios, alternative investment due diligence, and centralized operational infrastructure.

Christopher Campbell is a CFP® professional with eight years of industry experience. He is currently with Charles Schwab, having previously worked at Fidelity Investments and Wells Fargo Retail. Campbell holds Series 63 and Series 66 licenses and is based in Cottonwood Heights, Utah. 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 financial planning and access to discretionary separately managed accounts. The firm’s integrated structure includes advisory, brokerage, custody, and cash-sweep services delivered through a centralized platform.

Collin Duffy is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2022 and 2023, respectively. Outside of finance, he has held various roles in the hospitality and marina sectors. 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 combines non-discretionary advisory relationships with access to affiliated discretionary strategies, providing clients with multi-asset portfolios and alternative investment options.

Samuel Thomas is a CFP® professional with 21 years of industry experience, currently serving at Charles Schwab since 2023. His prior roles include positions at Morgan Stanley and E*TRADE. Outside of his advisory work, he is part owner and part manager of a dog walking and boarding business that involves his family. 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 combines non-discretionary advisory models with access to discretionary separately managed accounts and offers multi-asset investment guidance supported by centralized operations.

Collin Rigby is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes extensive roles at TD Ameritrade Investment Management, LLC, and TD Ameritrade, Inc., spanning from 2006 to 2024. He is currently based in Cottonwood Heights, UT. 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 investment guidance and access to discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investment options within an integrated operational structure.

Curtis Gray is a financial advisor with Charles Schwab in Cottonwood Heights, UT, holding CFP®, Series 63, and Series 65 designations and bringing 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. 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 guidance using multi-asset model portfolios and integrates a range of advisory, brokerage, custody, and cash-sweep services.

Andrew Pugh is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019. Prior to that, he worked at TD Ameritrade and is involved with SDSD Ventures, L.P. Outside of his advisory role, he owns a real estate LLC, AA Legacy. 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 operates a client relationship model that combines non-discretionary advisory services with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Ryan Winzenried is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at various firms including Northwestern Mutual and Amazon, and has also been associated with Treehouse Athletic Club. 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 management, utilizing multi-asset model portfolios and rigorous due diligence on alternative investments.

Natcha Nussbaum is a financial advisor at Charles Schwab with seven years of industry experience. She holds the CFP® designation along with Series 66 and Series 63 licenses. Her prior work includes roles at Fidelity Brokerage Services, Wells Fargo, JPMorgan Chase Bank, and The Prudential Insurance Company of America. 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 blend of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Bennett Butler is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at Mountain America Credit Union, Chipotle Mexican Grill, and Exyte US, Inc. Butler has also been involved in a landscaping business, Perenne Lawn Care & Landscaping LLC. Charles Schwab & Co., Inc. serves a broad 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 affiliated discretionary managed accounts and offers a range of investment strategies supported by its in-house research and due diligence capabilities.