Michael Morin is a financial advisor at Charles Schwab in Fort Myers, FL, holding a Series 66 credential with four years of industry experience. His prior positions include roles at Merrill Lynch, Bank of America, and TigerDirect. Outside of financial services, he is the sole owner and manager of an LLC involved in a rental investment property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering integrated brokerage, advisory, and custody services. The firm provides a combination of non-discretionary investment guidance and access to discretionary separately managed accounts using multi-asset model portfolios and research-backed alternative investments.

Brawley Adams is a financial advisor with Charles Schwab in Fort Myers, FL, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Cetera Advisor Networks. Outside of his advisory work, he is involved with Business Success Advisors, LLC and Engage Estero Inc. 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 centralized operational support.

Ryan Wahler is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2023, following roles at TD Ameritrade and several other firms and businesses. He has been based in Fort Myers, FL. 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 financial planning services. The firm offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Robin Hanover is a financial advisor with Charles Schwab in Fort Myers, FL, holding the ChFC® designation and Series 66 and Series 63 licenses. Hanover has 15 years of industry experience, including roles at Naples Asset Management Co, LLC, World Equity Group, Inc., and Moors & Cabot before joining Charles Schwab. 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, model portfolio approach supported by centralized operational and supervisory infrastructure.

Cameron Green is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Charles Schwab Bank and IUPUI. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth clients 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 a formal alternative investment onboarding process.

Grayson Hogoboom is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within Charles Schwab and its affiliated entities. Prior to joining Schwab, he worked in non-financial service roles including positions at Modis and several hospitality and service businesses. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts using multi-asset model portfolios and due diligence-supported alternative investments.

Barbara Mulford is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. She previously worked at TD Ameritrade and has been involved in her own art-related business for over a decade, creating and exhibiting artwork as well as teaching occasional art classes. She volunteers regularly at a local art gallery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Peter Nguyen is a CFP® with 15 years of industry experience, currently advising at Charles Schwab in Fort Myers, FL. His work history includes extensive tenure at Charles Schwab & Co., Inc. 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, offering a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts.

Nathan Cox is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2013 and 2015, respectively, and spent a year at TD Ameritrade Inc. Outside of his advisory work, he and his wife manage a rental condo that was their previous residence. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its 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 strategic multi-asset portfolios and a centralized operational platform.