Jamel Wilson is a financial advisor with Charles Schwab in Houston, TX, holding the CFP® designation and Series 66 license. He has four years of industry experience, including roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Outside of his advisory work, Wilson serves as a foundation board member for Casa de Esperanza, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services, employing multi-asset model portfolios and a centralized operational platform.

Matthew Foshee is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Charles Schwab and affiliated entities since 2018 and previously spent 13 years at Scottrade, Inc. and two years at TD Ameritrade. 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 models with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and cash-sweep services.

Lauren Fleming is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including at The Container Store and Wilhite and Associates. 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 options, utilizing multi-asset model portfolios and providing centralized custody and order-routing services.

Elizabeth Ashmawee is a financial advisor with Charles Schwab in Houston, TX, holding a Series 63 designation and over 31 years of industry experience. She has been with Charles Schwab and its related entities since 1993. Outside of her advisory role, she owns a rental property in Houston. 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 through multi-asset model portfolios, supported by a centralized operational and custodial structure.

Timothy Brookshire is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at TD Ameritrade from 2011 to 2022 before joining Charles Schwab and Charles Schwab Bank. 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a centralized operational structure.

Hilda Castillo is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed-account, and financial planning services. The firm operates as both a broker-dealer and investment adviser, providing integrated custody, brokerage, and advisory services with a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Taylor Hansen is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at HOTWORX Beaumont and Christus HWC. Hansen also has a background in full-time education spanning 18 years. 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 alternative investment programs supported by centralized supervisory and custody structures.

Daniel Duffy is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior experience includes 13 years at Fidelity Brokerage Services LLC and a brief tenure at Fidelity Personal and Workplace Advisors. Outside of his advisory role, he serves as a volunteer treasurer for a local Boy Scout troop and is an approved notary licensed to provide services informally to friends and neighbors. 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, combining non-discretionary advisory with access to discretionary separately managed accounts and a centralized operational structure.

Trisha Newberry is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to that, she was with Equitable Advisors and Axa Advisors and has experience with nonprofit organizations including the Care Center Huntsville. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to affiliated managed accounts and alternative investments within an integrated operational structure.

Casey Cagle is a financial advisor at Charles Schwab with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at TD Ameritrade and Citigroup Global Markets. 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 investment guidance and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and multi-asset portfolio approach.

Selene Argao is a Series 66-licensed financial advisor with Charles Schwab in Houston, TX, and has 23 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. 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. The firm offers both non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a formal alternative-investment process.

Michael Fuller Jr. is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank Ssb 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. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Johnathon Diaz is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and spent time with the Real Madrid Foundation. Charles Schwab serves a large client base of 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 with access to discretionary separately managed accounts and a multi-asset investment approach.

Brandon Schmitt is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Charles Schwab since 2013 and at Charles Schwab Bank since 2016, both based in Houston, TX. 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Valentino Lapid is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2019, following prior roles at TDAmeritrade and Edward Jones. 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 and offers multi-asset model portfolios alongside alternative investment options.

Ashley Pena is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2022, following prior roles at Galena Park Independent School District, Texas Bay Credit Union, and Roberts Wealth Management. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by ongoing research and due diligence.

Omar Daoud is a financial advisor with Charles Schwab and holds a Series 66 designation. He has four years of industry experience and has worked at Charles Schwab and Charles Schwab Bank since 2020, with prior experience at TD Ameritrade. His work history also includes roles outside financial services, such as at Waterway Carwash and Saint Louis Community College at Forest Park. 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 separately managed accounts, offering multi-asset model portfolios supported by proprietary research and a centralized operational structure.

Colin Jones is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021. His prior roles include positions at Sechrist Duckers LLP, Tech Seal University, Texas Tech University, and Trinity University. 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 advisory relationships and access to discretionary separately managed accounts, combining centralized custody and operational infrastructure with multi-asset investment guidance.

Jesse Hita III is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His work history includes roles at Charles Schwab Bank, SSB and Velocity Credit Union. 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a large-scale, integrated structure that includes custody, brokerage, and alternative investment services.

Usama Khan is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and its affiliated entities since 2015. Charles Schwab & Co., Inc. serves a large client base 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 investment approach supported by in-house research and due diligence on alternative investments.

Philip Meikle is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., NYLIFE Securities LLC, New York Life Insurance Company, and North Star Resource Group. 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 separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Haydee Miller is a CFP®-certified financial advisor with 19 years of industry experience. She currently works with Charles Schwab in Houston, TX, where she has been since 2018, following prior work at Raymond James Financial Services. Outside of her advisory role, she participates as a plasma donor. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash-sweep services. The firm’s Schwab Wealth Advisory program emphasizes primarily non-discretionary investment guidance combined with access to discretionary separately managed accounts and alternative investments.

Patricia Preston is a financial advisor with Charles Schwab in Houston, TX, holding a Series 66 designation and 23 years of industry experience. She has been with Charles Schwab since 2007 and Charles Schwab Bank since 2008. Outside of her advisory role, she owns and manages residential rental properties in Ohio and Texas. 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers a multi-asset model portfolio investment approach supported by centralized custody and order-routing.

Caraline Huddle is a financial advisor at Charles Schwab in Houston, TX, holding a Series 66 designation with one year of industry experience. Her work history includes roles at Charles Schwab Bank, Bettencourt Tax Advisors, and other organizations. 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 separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Lauren Bush is a financial advisor at Charles Schwab with three years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank SSB since 2022. Outside of her advisory work, she owns and operates an online boutique, managing marketing, photoshoots, and accounting. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, combining strategic multi-asset portfolios with centralized operational support.

Scott Swartz is a CFP® and holds a Series 66 license with Charles Schwab. He has two years of industry experience and has worked at Charles Schwab Bank, SSB since 2024. His prior work history includes roles at Mindlance and Harris Teeter, as well as periods of full-time education. 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 using multi-asset model portfolios, supported by its centralized supervisory and operational infrastructure.

Raymond Chen is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2024. Outside of his advisory work, he also drives for Uber. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides a centralized operational structure.

Vicki Byrd is a financial advisor with Charles Schwab in Houston, TX, holding a Series 63 license and 35 years of industry experience. She has been with Charles Schwab since 1993 and Charles Schwab Bank since 2005. 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 advisory relationships, multi-asset model portfolios, and centralized custody and operational support across a large client base.

Michael Cheung is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, previously serving at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves a large client base 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’s integrated approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Andrew Bladt is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as previous positions outside the financial sector. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Christopher Copley is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked for TD Ameritrade Investment Management and TD Ameritrade Inc. from 2014 to 2024 before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by centralized supervision and an integrated operational structure.