Jimmy Lin is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, TD Ameritrade, and Charles Schwab. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Kristen Ahrend is a financial advisor at Charles Schwab in Irvine, CA, holding Series 66 and Series 63 licenses with one year of industry experience. Her prior work includes roles at Charles Schwab Bank and Charles Schwab since 2022, as well as positions outside finance such as at P.F. Chang’s and in the frozen yogurt and daycare sectors. She is also a Pilates instructor and an independent consultant for a consumer goods company. Charles Schwab 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. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Becky Burns is a financial advisor at Charles Schwab with 27 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021, following 15 years at TD Ameritrade Investment Management, LLC and 19 years at TD Waterhouse Investor Services, Inc. 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. The firm offers both non-discretionary and discretionary advisory options with multi-asset model portfolios, supported by centralized custody, order-routing, and a formal alternative-investment onboarding process.

Cameron Baker is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at New York Life and Eastdil Secured, as well as work in public outreach and 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 mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Joseph Mccullough Jr. is a financial advisor with Charles Schwab in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Charles Schwab since 2006 and Charles Schwab Bank, SSB 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 advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab Center for Financial Research due diligence.

Stephen Wight is a financial advisor with Charles Schwab in Irvine, California, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at TD AMERITRADE Inc. for 12 years before joining Charles Schwab and its affiliated bank. 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, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

Timothy Brady is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, TD Ameritrade, and Scottrade. 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 centralized custody and operational infrastructure.

Rhett Savitch is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Charles Schwab in Irvine, CA. He has been with Charles Schwab and its affiliated entities since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a structured approach to alternative investments.

Kanin Sathienvantanee is a CFP® credentialed advisor with Charles Schwab, bringing 21 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2005. Prior to his advisory role, he was involved in real estate and property management from 2013 to 2017. 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 brokerage, advisory, custody, and financial planning services with a focus on multi-asset model portfolios and both non-discretionary and discretionary investment options.

Jesse Serra is a financial advisor with Charles Schwab in Irvine, CA, holding a CFP® designation and Series 63 and 66 licenses. He has 11 years of industry experience, with prior roles at JP Morgan Securities and JPMorgan Chase Bank from 2015 to 2022 before joining Charles Schwab in 2022. 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 multi-asset model portfolios supported by ongoing research and alternative investment due diligence.

Sydney Andersen is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and previously worked at Junio & Taylor APC, LBA Realty, and the Fish in a Bottle Restaurant. Andersen's background also includes several years in full-time education. 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 services with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and alternative investments due diligence.

Brenden Peterson is a financial advisor with Charles Schwab in Irvine, CA, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Charles Schwab Bank, Chicago Title, MetLife, Montage Resorts, and Eugene Country Club. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational and supervisory structures.

Kyle Ferlic is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade, Inc. and Monex Deposit Company. 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 uses a primarily non-discretionary client relationship model combined with access to discretionary separately managed accounts and provides multi-asset model portfolios with periodic reviews and alternative investment options.

Suraj Puri is a financial advisor at Charles Schwab with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Dunham & Associates Investment Counsel, LPL Financial, and Truist Bank. 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 offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Tingyi Wu is a financial advisor at Charles Schwab in Irvine, CA, holding a Series 66 designation. Wu has one year of industry experience, including previous roles at Morgan Stanley and Charles Schwab Bank, SSB. Prior to entering the financial industry, Wu worked in education and retail. 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 research-backed multi-asset model portfolios and alternative investment options.

Anny Chien is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Charles Schwab in Irvine, CA, having previously worked at Fidelity Investments, Merrill, Bank of America, and Morgan Stanley. 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 client model that combines non-discretionary advisory with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services at scale.

Connor Homrighausen is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, he spent eight years 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, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts.

Jake Kenny is a financial advisor with Charles Schwab based in Irvine, California. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Greystar, Specialty Restaurants Corporation, and Chipotle, as well as several years in 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 and provides centralized custody and operational support.

Birol Sarigul is a financial advisor with Charles Schwab holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab Bank, SSB since 2023 and at Charles Schwab & Co., Inc. since 2022, following six years at TD Ameritrade, Inc. 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’s model combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Jay Hua is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at multiple Schwab entities since 2019, as well as prior roles at TD Ameritrade, Fidelity, and JP Morgan. 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 SMAs and offers multi-asset model portfolios supported by research and centralized operational infrastructure.

Jennifer Lee is a CFP® and Series 66-licensed financial advisor with Charles Schwab in Irvine, CA, with three years of industry experience. Her prior work history includes roles at Pro Unlimited and Ardent Academy, as well as an engagement with the University of California-Irvine. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm operates a primarily non-discretionary client relationship model supplemented by discretionary separately managed accounts, offering multi-asset portfolios and alternative investment options supported by centralized supervision and custody.

Mason Smith is a CFP® and Series 66-registered financial advisor with Charles Schwab, based in Irvine, CA. He has three years of industry experience, including roles at Charles Schwab Bank and Fifth Third Bank. Prior to his financial career, he spent ten years in full-time education and worked at Islands LLC for four 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house due diligence and an integrated operational structure.

Griffin Kang is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. Before joining Schwab, he held positions at Charles Schwab Bank, Waco Surf and Hotel, and Baylor University Life Center, following eight years focused on full-time education. Charles Schwab 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Samuel Ruiz is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Equitable Advisors. Outside the financial industry, his background includes roles in hospitality and study abroad programs. 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 operational and supervisory infrastructure.

Michael Fordham is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and affiliated entities since 2016, including nine years at Charles Schwab Bank. 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 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, alternative investment due diligence, and centralized operational infrastructure.

Jonathan Hixon is a financial advisor at Charles Schwab with a Series 66 credential and currently has no prior industry experience. His background includes roles outside finance, such as work with Nordstrom, Rent-A-Frog-Valet, and legal services at Hixon Law Firm, PLLC. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s research teams.

Brian Maclachlan is a financial advisor with Charles Schwab in Irvine, CA, holding a Series 66 designation and possessing 25 years of industry experience. He has been with Charles Schwab since 2000 and Charles Schwab Bank, SSB 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 both non-discretionary and discretionary investment solutions with a multi-asset portfolio approach supported by centralized custody and a formal alternative-investment process.

Sean Reeves is a financial advisor with Charles Schwab in Irvine, CA, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2007. Outside of his advisory role, he owns an investment property in Anaheim, CA. 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 guidance using multi-asset model portfolios, supported by centralized custody and a formal alternative-investment platform.