Edward Mccoy is a financial advisor at Charles Schwab with 8 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2018, he worked at Ball State University and Fasttimes Indoor Karting. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ryan Valentine is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and having 20 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 2005 and was previously employed at EY. In addition to his advisory role, he assists with a family-owned dog boarding and daycare business. 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 services supported by multi-asset model portfolios and centralized operational infrastructure.

Austin Stark is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at Stark Capital Solutions, Impact Networking, Mad Paddle Brewery, and Hanover College. Charles Schwab 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large client base through a centralized operational structure.

Steven Cygan is a financial advisor with Charles Schwab in Indianapolis, holding a CFP® designation along with Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at Charles Schwab Bank, VIPKid, and BMO Harris 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 discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Kenneth Datro is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and Spectrum Technical Services. 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 mix of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized operational support.

Joshua Hudson is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing nine years of industry experience. He has been with 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 operates a distinctive client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and emphasizes a multi-asset strategic allocation approach.

Kelly Kaufman is a CFP® professional with 16 years of experience in financial advising. She is currently with Charles Schwab, where she has worked since 2017, including roles at Schwab Private Client Investment Advisory and Charles Schwab Bank. Kaufman serves on the CFP Board’s Disciplinary and Ethics Committee and will chair the committee starting in 2025. 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 a mix of non-discretionary and discretionary investment management, combining multi-asset model portfolios with access to affiliated discretionary SMAs and alternative investments.

Frank Jennings II is a financial advisor with Charles Schwab in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. He has worked at Charles Schwab since 2006 with a brief period at Jennings Copywriting in 2019-2020. 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, combining multi-asset model portfolios with centralized supervisory and custody arrangements.

Deborah Capria is a financial advisor at Charles Schwab with 36 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 1989, with a brief employment gap from 2019 to 2020. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Katherine Alt is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at IUCORPS and IU Corps, and she has been affiliated with Charles Schwab and Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering integrated wrap fee advisory, brokerage, custody, and financial planning services. The firm’s approach combines primarily non-discretionary client relationships with access to affiliated discretionary separately managed accounts and emphasizes multi-asset model portfolios and rigorous due diligence on alternative investments.

Quan Truong is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, he worked at Galaxy Glamour LLC and was a nail model for four years. He also spent a decade in full-time education. 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 advice and access to discretionary separately managed accounts using multi-asset model portfolios and due diligence on alternative investments.

Kyle Matucha is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at TD Ameritrade and Schwab Private Client Investment Advisory. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and offers both non-discretionary and discretionary investment management services, combining brokerage, custody, and advisory functions within a large-scale and integrated platform.

Jason Cherry is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and affiliated entities since 2010. His tenure includes roles at Charles Schwab bank, SSB, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines a large client base with integrated advisory, brokerage, and custody services.

Miranda Thompson is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. She holds Series 63 and Series 66 licenses and has nine years of industry experience, all at Charles Schwab. 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 offers a blend of non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and centralized custody and operational services.

Luke Lohrstorfer is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Charles Schwab, he worked at IWM Consulting Group from 2016 to 2021. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory 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, utilizing multi-asset model portfolios and a centralized operational structure.

Christopher Duchemin is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and having eight years of industry experience. He has been with Charles Schwab since 2016. 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment process.

David Gudal is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked at Charles Schwab since 2007, including roles at Charles Schwab Bank, SSB, and spent one year at TD Ameritrade Inc. prior to that. 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 supported by multi-asset model portfolios and centralized operational infrastructure.

Michelle Clayton is a financial advisor at Charles Schwab with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2000, including a role at Charles Schwab Bank, SSB since 2017. Based in Indianapolis, IN, she has a long tenure at one of the largest firms in the industry. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive due diligence.

Sara Campo is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. Her work history includes roles at Charles Schwab & Co., Inc. and Indiana University Health, as well as over a decade at Anthony M. Campo & 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Robert Kmec is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Charles Schwab since 2000, including a prior role at optionsXpress, Inc. from 2012 to 2017. 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 supported by research from its Schwab Center for Financial Research.