Bernardo Escobedo Diaz is a CFP® professional affiliated with Charles Schwab, based in Edina, MN, with 13 years of industry experience. His prior work includes positions at Merrill, Morgan Stanley, and Wells Fargo Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by centralized operational and custodial infrastructure.

Kenton Ketchum is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney from 2009 to 2023 and LPL Financial LLC in 2023-2024. Kenton’s career spans multiple firms in wealth management and 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and integrates a centralized supervisory and custody framework.

Kayla Dmowski is a Series 66 licensed financial advisor with Charles Schwab in Edina, MN, and has four years of industry experience. Her prior work includes positions at Erus Energy and Tender Paw Pet Grooming. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory wrap fee program. The firm provides both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Joseph Simonett is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for five years before joining Charles Schwab and its affiliated bank in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a comprehensive wealth advisory program that combines non-discretionary investment guidance with access to discretionary separately managed accounts. The firm’s integrated structure and multi-asset model portfolios support its extensive client base with centralized custody and advisory services.

Joel Manfred is a financial advisor with Charles Schwab based in Edina, MN. He holds the Series 66 designation and has one year of industry experience. Before joining Charles Schwab and Charles Schwab Bank in 2023, he worked at Life Time Fitness from 2015 to 2023. 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 solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Jacob Mertens is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Computershare, Wells Fargo, Aerotek, and the Young Men's Christian Association. 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 a combination of non-discretionary and discretionary investment solutions supported by centralized operations and comprehensive due diligence.

Keenan Cavanor is a CFP® and holds a Series 66 license, with six years of experience in the financial industry. He currently works at Charles Schwab, where he has been employed since 2017 across various roles, including at Charles Schwab Bank, SSB. His earlier experience includes positions at Indiana University, The Mather Group, and Ferry Capital Management. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services within a centralized operational structure.

Christopher Nelson is a financial advisor with Charles Schwab in Edina, MN, holding Series 66 and Series 63 licenses and three years of industry experience. He previously worked at JP Morgan Chase Bank and J.P. Morgan Securities in various roles from 2008 through 2026. 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 offers a mix of non-discretionary and discretionary advisory services, supported by multi-asset model portfolios, research, and alternative investment due diligence, leveraging its scale and integrated operational structure.

Ryan Mc Nelis is a financial advisor with Charles Schwab based in Edina, MN, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior work includes roles at TD Ameritrade and Fidelity Brokerage Services. He has been with Charles Schwab since 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts, providing a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s client relationship model features mostly non-discretionary advice alongside access to discretionary separately managed accounts and utilizes multi-asset model portfolios with strategic allocation and alternative investment options.

Orlearnda Hoeun is a financial advisor with Charles Schwab and Co., Inc. based in Edina, MN, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to joining Schwab, Hoeun worked at Bank of America, Merrill, U.S. Bancorp Investments, and Northwestern Mutual among other firms. Outside of advising, Hoeun also works as an Instacart shopper. 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 and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with access to multi-asset model portfolios, alternative investments, and integrated brokerage and custody services.

Cameron Wilson is a CFP® professional based in Edina, MN, with 10 years of experience in the financial services industry. He is currently with Charles Schwab and has prior experience at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory work, Wilson is involved in managing a rental property. Charles Schwab & Co., Inc. serves a large clientele 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 offers both non-discretionary and discretionary investment solutions, combining strategic asset allocation with access to alternative investments and centralized operational support.

Blake Webster is a CFP® and Series 66-licensed financial advisor at Charles Schwab with four years of industry experience. He has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, Fidelity Investments, Justice Finance Co, and Atlet Sports. 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 a multi-asset investment approach and centralized operational structure.

Yevgeniy Drozdov is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2016. He serves as a board member of the Slavic Church Golgotha and is a Business and Finance Committee member of the Minnesota CFA Society. 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 and discretionary investment management delivered through multi-asset model portfolios and provides centralized supervisory, custody, and order-routing services.

Rajendra Joshi is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2002 and Charles Schwab Bank since 2005. 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 guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Andrew Lindell Sr. is a financial advisor with Charles Schwab in Edina, MN, holding CFP®, Series 63, and Series 66 designations and bringing 24 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2006 and previously served in the Bloomington School District from 2009 to 2017. Outside of his advisory role, he manages a property rental in Peoria, AZ. 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 offers both non-discretionary and discretionary investment options, using multi-asset model portfolios and centralized custody and supervisory arrangements.

Chase Hedlund is a financial advisor with Charles Schwab in Edina, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. 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. Schwab offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios, combining advisory, brokerage, custody, and cash-sweep services within an integrated platform.

Michelle Sedlacek is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked in various roles at Charles Schwab, Waddell & Reed/LPL Financial, and UBS Financial Services. Michelle serves on the advisory board for the Women in Leadership certificate program at Minnesota State University - Mankato. Charles Schwab & Co., Inc. serves 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 advisory guidance and access to discretionary separately managed accounts, combining a large-scale, integrated operational structure with multi-asset model portfolios and alternative investment options.

David Hiatt is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with Charles Schwab since 2011, including a role at Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. 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 offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Brian Wagenbach is a financial advisor with Charles Schwab in Edina, MN, holding CFP® and Series 63 designations and bringing 28 years of industry experience. His career includes long-term service at Charles Schwab since 1999 and a brief tenure at TD Ameritrade from 2023 to 2024. 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 offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custodial and supervisory support.

Dean Rydstrand is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab since 2006 and has been with Charles Schwab Bank since 2018. Outside of his advisory role, he is the owner and creator of Anti-Gravity Shoelaces, a novelty and games business. 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 discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Jocelyn Fena is a financial advisor with Charles Schwab in Edina, MN, holding a Series 66 designation. She has experience with Charles Schwab Bank SSB and Charles Schwab since 2022, as well as prior roles at Berger Montague PC, Gartner, Inc., and The Advisory Board Company. Charles Schwab & Co., Inc. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Michael Shinnick is a CFP® professional with 27 years of experience in the financial industry. He has been with Charles Schwab since 1999 and has served at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. 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 models with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Anthony Myren is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Charles Schwab and its affiliated entities since 2017, as well as a brief tenure at Quality Companies, LLC. 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 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 centralized supervisory and operational infrastructure.

Alexis Didier is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Alexis held positions at several hospitality and service businesses, including Hudl, McKinney's Irish Pub, and Mahogany Prime Steakhouse. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Connor Duffy is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Door County Creamery for nine years. 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Jamer Yaggie is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at First International Bank and Trust, Principal, and media companies. Outside of advisory work, he is a limited partner in an agricultural grain elevator. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Ryan D'kae is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, Allianz Life Financial Services, and Questar Capital. He is currently based in Edina, MN. 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 offers multi-asset model portfolios with strategic asset allocation and alternative investment options.

Christian Zepeda is a CFP® professional with 22 years of experience in the financial services industry. He currently works at Charles Schwab, where he has been since 2019, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he manages CJAM Family Ventures LLC, an entity that holds a passive investment in Trevls, Inc., a Tesla rental car company. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management, integrated brokerage, custody, and advisory services.

Andrew Fritsch is a financial advisor with Charles Schwab in Edina, MN, holding a Series 66 credential and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of his advisory role, he is the owner of a rental property through Pippa Properties LLC. 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 affiliated discretionary separately managed accounts and offers a centralized operational structure supporting its extensive network of advisors.

William Schwind is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. 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 and discretionary investment management, financial planning, and custodial services. The firm is noted for its large client base, integrated operational structure, and multi-asset investment approach.

Jason Halada is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Charles Schwab in Edina, MN. He has been with Charles Schwab Bank and Charles Schwab & Co. since 2008. 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 supervisory, custody, and order-routing infrastructure.

Jonathan Mouavangsou is a financial advisor with Charles Schwab in Edina, MN. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at U.S. Bancorp Investments and Mayo Clinic, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to affiliated discretionary SMA portfolios. The firm’s integrated model includes brokerage, custody, and advisory services delivered at scale to a broad client base.

Dwayne Dean is a financial advisor with Charles Schwab holding a Series 66 designation and 24 years of industry experience. He has worked with Charles Schwab and its affiliates since 2011, including TDAmeritrade prior to its integration with Schwab. Dean serves as a volunteer signer on a corporate account for a nonprofit Christian camp, where he assists with the occasional sale of donated securities. Charles Schwab & Co., Inc. provides wealth management services primarily to 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Maxfield Elliott is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021. Prior roles include positions at Nexa Receptionists, Jaeger Farms Incorporated, and SPS Commerce, Inc. 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 related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and due diligence on alternative investments, combining extensive scale with an integrated operational structure.

Benjamin Hoeffler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab in Edina, MN. His prior experience includes roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He holds Series 63 and Series 66 licenses. 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 services. The firm integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides centralized custody and order-routing services.