Rebecca Hiestand is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 23 years of industry experience. She worked at Raymond James Financial Services, Inc. from 2002 to 2018 before joining Charles Schwab in 2019. Outside of her advisory role, she serves as a paid judge for high school gymnastics meets in various Indiana schools. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset investment guidance and alternative investment options.

Quinlan Parient is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, holding Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Schwab, Quinlan held various roles outside the financial industry, including positions in retail and food service. 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, offering a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Matthew Sherman is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Charles Schwab in 2019, he worked at Assured Partners, Home Depot Inc., and Lowe's. 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 supported by multi-asset model portfolios and due diligence on alternative investments.

Patrick Rickman is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab in 2022, he worked at Fifth Third from 2020 to 2022 and has a background including four years at Lewis University. 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 uses a mixed model of non-discretionary and discretionary portfolio management, supported by centralized custody, order-routing, and due diligence on alternative investments.

David Robertson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he has owned and operated two photography studios and created educational materials sold online. He has also worked in education for over 20 years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary financial advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Lauren Johnson is a financial advisor at Charles Schwab with one year of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2019, including roles at Charles Schwab Premier Bank and Charles Schwab Bank. Prior to joining Schwab, she spent four years at First Financial Bank. 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 and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Joseph Sparks is a financial advisor with Charles Schwab in Indianapolis, holding Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Schwab, he worked at FORVIS, LLC and Ronin Inc. Outside of finance, he was involved with Anarchy Axe Throwing for several years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services, offering a combination of non-discretionary and discretionary investment management with access to multi-asset model portfolios and alternative investments.

Lasitaporn Caudill is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. She previously worked for The National Bank of Indianapolis for three years before joining Charles Schwab & Co., Inc., where she has been employed since 2019. 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 advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Brandon Phelps is a financial advisor at Charles Schwab & Co., Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2011. 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, offering multi-asset model portfolios and alternative investments.

Jason Thompson is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Charles Schwab since 2017 and is also affiliated with Uber since 2016. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Bobby Jones is a CFP® professional with seven years of industry experience, currently serving at Charles Schwab in Indianapolis, IN since 2019. His prior roles include positions at RPM Franchises - Domino's Pizza, Indiana University Purdue University Indianapolis, and Indiana Hydraulic Equipment Co. 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 due diligence from its Schwab Center for Financial Research.

Robert Peters II is a CFP® professional with eight years of industry experience, currently affiliated with Charles Schwab in Indianapolis, IN. He has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2019. Outside of his financial advisory role, Peters coaches youth basketball several times a week at The National Basketball Academy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program and affiliated services, offering a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment options.

Joshua Pickard is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2019, he worked in the retail and automotive sectors, including roles at Potbelly's, Economy Plumbing Supply, and Andy Mohr Buick GMC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational capabilities.

Rajan Desai is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Ryan Rosenwinkel is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2014. 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 relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

James Parvin is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017, including a role at Charles Schwab Bank beginning in 2024. Prior to his career in financial services, he was employed at The GEO Group, Inc. and Applebee’s. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and research through its integrated operational platform.

Keshaun Stewart is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Mr. Plumber and Wyndham Destinations. Outside of his advisory role, Stewart is involved in property management as a landlord. 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, offering multi-asset model portfolios and centralized custody and operational support.

Mark Simmel is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has been with Charles Schwab since 2012 and with Charles Schwab Bank since 2015, both based in Indianapolis, IN. 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 affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by dedicated research and alternative investment due diligence.

Cameron Isaacs is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Black Rock Coffee and several community and retail businesses. Charles Schwab serves 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, supported by a centralized operational and supervisory structure.

Paul Cox is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Securities, Fifth Third Bank, Strategic Advisers Inc., and Fidelity Brokerage Services, Inc. since 1993. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment approaches, utilizing multi-asset model portfolios and a formal alternative investment process.