Max Rappleye is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2018. His prior experience includes roles at Hillsdale County National Bank, JOD Real Estate Group, and Re/Max by The Lake. 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 and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Kevin La Marre is a financial advisor at Charles Schwab with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as Secretary for the Country Club Hills Homeowners Association in Jackson, MI. 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 and discretionary investment management solutions supported by centralized operational and supervisory infrastructure.

Brody Dalton is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 65 licenses and has been with Schwab since 2026. His prior experience includes roles in energy and industrial sectors as well as periods focused on 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 related 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 with strategic and tactical elements.