Anthony Forsythe is a financial advisor with Charles Schwab in Henderson, NV, holding Series 63 and Series 66 designations and 14 years of industry experience. Prior to Schwab, he worked at TD Ameritrade Investment Management and Scottrade, Inc. His career spans various roles within these firms since 2008. 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 offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Christian Fair is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., as well as several years spent in full-time education and employment at Fabulous Freddys. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Trent Loucks is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 10 years before joining Schwab. Charles Schwab & Co., Inc. serves mainly 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 provides integrated brokerage, custody, and investment advisory services.

Edward Kesisian is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade investment Management, LLC. 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, delivering investment guidance via multi-asset model portfolios and a centralized operational structure.

Christian Sanchez Berg is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at several notable firms, including Wells Fargo Clearing Services, Fidelity Brokerage Services, and TD Ameritrade. Outside of his advisory work, he owns a residential rental property. 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 services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a range of alternative investments.

Anastasia Bergevin is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Charles Schwab Bank, RBC Capital Markets, Bank of America, and Merrill. Outside of finance, she is co-owner of Crowder Crew LLC, a small family-run coffee roasting business based in Las Vegas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with integrated advisory, brokerage, and custody services.

Ariel Renee Perez is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, she held roles at Electric Shuffle LLC and Memorialpics LLC. Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated wealth management platform.

Clayton Kneip is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a broad client base including 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 guidance with multi-asset model portfolios and centralized custody and operational support.

Clinton Anderson is a financial advisor with Charles Schwab in Henderson, NV, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at TD Ameritrade and Hilltop Securities. Outside of his advisory work, he owns a rental property used by his family that requires minimal involvement. Charles Schwab 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 mix of non-discretionary and discretionary investment options supported by multi-asset model portfolios and research from its Schwab Center for Financial Research.