Dominic Mattei is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Gartner, Fresh Prints, Amazon, Stapleton MCA, and Denver Parks and Recreation. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

Lisa Sandhaus is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior experience includes roles at Fidelity Investments, Equitable Advisors, and AXA Advisors. 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 strategies and centralized custody and order-routing operations.

Ismail Haknasar is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at both Wells Fargo and Charles Schwab since 2016. 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 guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios, alternative investment options, and integrated brokerage and custody services.