Maria Mc Mahon is a financial advisor with Charles Schwab in Dallas, TX, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Charles Schwab since 2013 and has served at Charles Schwab Bank, SSB since 2018. Outside of her advisory role, she manages a rental property management company. 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 comprehensive operational platform that includes custody, brokerage, and cash-sweep services.

Robert Russell is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with Charles Schwab in Dallas, TX, where he has worked since 2021, including prior roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Russell serves as a board trustee for the Dallas Theater Center. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering clients multi-asset model portfolios and alternative investment options within an integrated operational structure.

Nyya Dennis is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. Prior to her current role, she has held positions at TD Ameritrade, bbva, Frost Bank, and Charles Schwab Bank. Outside of her advisory work, Dennis also works as an Amazon Flex driver. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its wealth advisory and managed account services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody, brokerage, and advisory infrastructure.

Christopher Hathaway is a financial advisor with Charles Schwab, holding a Series 66 designation and 25 years of industry experience. His prior firms include LPL Financial LLC and Northwestern Mutual, where he worked from 2016 to 2026. Outside of his advisory role, he is involved in merchant services as an ISO agent. 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, supported by multi-asset model portfolios and an established alternative investments platform.

Brian Rogers is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has worked at Charles Schwab since 2002 and at Charles Schwab Bank since 2005. He is based in Dallas, TX. 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 advisory relationships and access to discretionary separately managed accounts, delivered through multi-asset model portfolios and supported by centralized operational and custody services.

Carissa Sutterfield is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018, following three years at Fidelity Brokerage 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Sean Capuano is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Ameritrade and Charles Schwab Bank. Prior to his financial services career, he was employed by Pizza Hut for two years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services supported by a broad multi-asset model portfolio approach and a centralized operational structure.

Shawn Montague is a CFP® professional with 14 years of industry experience, currently serving at Charles Schwab in Dallas, TX. His previous experience includes roles at USAA Investment Management Company and USAA Financial Planning 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 employs a multi-asset model portfolio approach supported by Schwab Center for Financial Research due diligence.

Thomas Whittington is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in real estate and home loans. 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-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by an integrated operational structure.

Alanna Mason is a financial advisor at Charles Schwab with 2 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to her current role, she worked at Charles Schwab Bank, Scooters Coffee, Mindlance, and Starbucks. 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, offering both non-discretionary and discretionary investment options within a large integrated operational structure.

Donna Roman is a financial advisor with Charles Schwab based in Dallas, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. Her career includes roles at Charles Schwab Bank, Charles Schwab & Co., Liberty Mutual, and Walgreens pharmacy. 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 centralized custody and order-routing infrastructure.

John Robinson is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2015. Outside of his advisory role, he serves as a foster parent in the state of Texas. 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 multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Ashley Holliday is a CFP® professional affiliated with Charles Schwab in Dallas, TX, with five years of industry experience. Her work history includes multiple roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, as well as prior experience in the food and retail sectors. 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 centralized custody and supervisory services.

Jason Dugdale is a financial advisor with Charles Schwab in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014. 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 related 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 due diligence.

Lisette Treske is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously spent nine years at TD Ameritrade. Based in Dallas, TX, Treske's background spans both advisory and banking roles within major financial institutions. Charles Schwab & Co., Inc. serves a large client base composed mainly 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 with access to discretionary separate managed accounts, using multi-asset model portfolios and a centralized operational structure.

David Russakov is a financial advisor with Charles Schwab in Dallas, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Charles Schwab since 2000 and at Charles Schwab Bank since 2005. 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 provides a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and offers a distinctive integrated operational structure.

Patrick Means is a financial advisor with Charles Schwab in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Ameriprise and TD Ameritrade. He serves on the advisory council of the Dallas Symphony Orchestra. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by due diligence from its financial research team.

Jonathan Covington is a CFP® professional with seven years of experience in the financial industry. He is currently with Charles Schwab in Dallas, TX, joining the firm in 2025 after working at The Vanguard Group and several other advisory firms. Prior to his advisory career, he worked in aerospace quality research and development. 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 combines a primarily non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside alternative investment due diligence.

Mathew Ahmad is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at TD Ameritrade in various capacities from 2009 to 2022 before joining Charles Schwab in 2022. 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 due diligence from its Center for Financial Research.

Lucas Mayer is a financial advisor at Charles Schwab with eight years of industry experience. He holds the CFP® and Series 66 credentials. His prior experience includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Hopping Green & Sams Attorneys/Counselors, and Florida State University. 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 blend of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios, written advice policies, and a formal due diligence process for alternative investments.

James Riefe is a financial advisor with Charles Schwab in Dallas, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2009 and is also involved as treasurer of the Saddle Creek Homeowner's Association, where he helps review financial reports and address community issues. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and due diligence.