Colin Pyfrom is a financial advisor at Charles Schwab with 18 years of industry experience and holds a Series 66 designation. He has been with Charles Schwab and Charles Schwab Bank since 2014. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Amanda Miller is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2018. Prior to joining Schwab, she worked for a decade at T Rowe Price Investment Services. She is a member of the Prisma Health Cancer Advancement Council, participating in fundraising events and patient support activities. 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 with multi-asset model portfolios and centralized operational support.

Kenneth Long is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including TD Ameritrade and Fidelity. He is also president of two non-investment websites, billhelp.uk and loantorent.com, which currently generate only residual activity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines a large scale and integrated structure with a variety of advisory and brokerage services.

Chandler Elkins is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Charles Schwab Bank, TD Ameritrade, and a variety of other companies. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated model combines advisory, brokerage, custody, and cash-sweep services for a large client base.

Michael Hornek is a financial advisor with Charles Schwab in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2004 and 2015, respectively. 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 client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios, written advice policies, and research from its Center for Financial Research.

Kyle Roser is a financial advisor with Charles Schwab in Greenville, SC, holding a Series 66 designation and 20 years of industry experience. He has been with Charles Schwab and 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, using multi-asset model portfolios and alternative investment options supported by centralized supervisory and operational infrastructure.

Zachary Scheidly is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Schwab, he worked at United Community and has experience in education and camp administration. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options and integrated brokerage, custody, and advisory services.

Riku Oinonen is a financial advisor with Charles Schwab & Co., Inc. in Greenville, South Carolina, holding Series 66 and Series 63 licenses and having six years of industry experience. Prior to joining Charles Schwab, he worked at Empower Financial Services, Inc., W&S Brokerage Services, and Saastopankki, among others. 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 and discretionary investment management with a multi-asset model portfolio approach and centralized operational infrastructure.

Adam Parker is a CFP® with six years of industry experience currently affiliated with Charles Schwab in Greenville, SC. His prior work includes positions at Fidelity Brokerage Services LLC and Palms Associates, among others. There are no additional notable outside activities reported. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm offers a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by a centralized and integrated operational structure.

Thiago Pinheiro is a financial advisor with Charles Schwab in Greenville, SC, holding CFP® and ChFC® designations and eight years of industry experience. His prior roles include positions at Northwestern Mutual and multiple smaller firms. He serves as a committee member at the Darla Moore School of Business and on the University of South Carolina Athletics Hall of Fame Selection Committee. 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 with centralized custody and operational support.