Abigail Nepomuceno is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has worked at TD Ameritrade for 18 years before joining Charles Schwab and Charles Schwab Bank in 2022. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Anthony Panarese is a financial advisor at Charles Schwab with a Series 66 license and approximately one year of industry experience. His prior work includes roles at J.P. Morgan Chase and Citibank, as well as four years of full-time education. 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 a wide range of integrated brokerage, custody, and advisory services.

Emily Dennis is a Series 66 licensed financial advisor with Charles Schwab & Co., Inc. She began her advisory career in 2025 and previously worked at KPMG. Her background includes several years of full-time education and seasonal work at summer camps. 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, utilizing multi-asset model portfolios and alternative investment options.

Sudev Singh is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and began his career at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. in 2023. Prior to his current role, he worked briefly at AHRC Nassau and has a background as a student from 2016 to 2022. Charles Schwab & Co., Inc. serves a large client base of 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 alternative investment options.