Brett Stafford is a CFP® with 14 years of industry experience, currently affiliated with Charles Schwab in Glen Allen, VA. He has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, and previously worked at Michelin North America from 2016 to 2018. 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, multi-asset model portfolios, and access to alternative investments through a centralized and integrated operational platform.

Vern Emlin White is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, Townebank, and in non-financial roles including hospitality and education. 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 combination of non-discretionary advisory models and access to discretionary separately managed accounts, supported by its integrated operational structure.

Robert Thompson is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab Bank, SSB and Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily 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, delivering investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Suraj Gideon is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2023, following 15 years at Wells Fargo Clearing. 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 combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

James Sheehan is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Charles Schwab in Glen Allen, VA. He previously worked at TD Ameritrade before joining Charles Schwab and Co., Inc. and Charles Schwab Bank in 2022. 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 options, comprehensive financial planning, and integrated custody and brokerage services.

Garrett Maged is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Fidelity Investments, Rocket Mortgage, and Cambridge Investment Research. He is based in Glen Allen, VA. 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 using multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Joshua Schaff is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. He previously worked at UBS Financial Services, Inc. and The Hobbs Group P.A. before joining 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational structure.

Joshua Haist is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated bank since 2016. Prior to his career in finance, he spent seven years working at J&J Winery. 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Christian Strom is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 11 years of industry experience. He has worked at several firms, including Voya Investment Management and Sterling Capital Management, before joining Charles Schwab in 2021. 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 options, utilizing multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Robert Hinkel is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Charles Schwab, where he has worked since 2016 in various roles including at Charles Schwab Bank and Charles Schwab & Co., Inc. Prior to that, he spent one year at The Mather Group, LLC. 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 using multi-asset model portfolios supported by research and due diligence on alternative investments.

Olivia Mallett is a CFP® with three years of industry experience, currently serving at Charles Schwab in Glen Allen, VA. Her prior experience includes roles at Oppenheimer and positions in education and corporate settings. She is involved with the Virginia Tech Alumni Association as Young Alumni President, where she helps coordinate events and outreach in the Tidewater Area. 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 accounts. The firm provides both non-discretionary advisory services and access to discretionary separately managed accounts, combining centralized operations with a multi-asset model portfolio approach.

Mathieu Godin is a financial advisor with Charles Schwab in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior experience includes roles at UBS Financial Services, PNC Investments LLC, and Axa Advisors, Llc. He has been with Charles Schwab and Charles Schwab Bank since 2019. 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 SMA portfolios, supported by a centralized operational structure and a range of alternative investment options.

Ilce Tallarico is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., Bank of America, and PNC Investments. 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 guidance with multi-asset model portfolios and access to alternative investments.