John Daley is a financial advisor with Charles Schwab & Co., Inc. He holds the Series 66 designation and has experience in the financial industry including prior roles at HomeVestors of America and Keller Williams Southland Partners LLC. 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 a multi-asset investment approach supported by in-house research and alternative investment options.

Bailey Walls is a Series 66-licensed financial advisor with Charles Schwab, based in Leawood, KS, and has one year of industry experience. Prior to joining Schwab, Walls held positions at Renaissance Financial and Cetera Wealth Services, LLC. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, offering multi-asset model portfolios and alternative investment options supported by extensive research and centralized operations.

Ahmad Al Gibaly is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017, following a year at Gwfs Equities, Inc. prior to that. 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 affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by centralized custody and operational structures.

Joshua Noah is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and educational organizations such as Smart Kids Center and Beijing International Bilingual Academy. Outside of finance, he has experience as a self-employed educator with Free Thought Education. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment process.

Kirk Schildgen is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2024. His prior experience includes positions at Arvest Wealth Management and Arvest 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

Dylan Hurt is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Charles Schwab, where he has worked since 2023, following six years at American Century Investments and a year at U.S. Bank. 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. The firm provides a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a centralized operational structure.

Joseph Hogan is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and a total of 26 years of industry experience. Prior to joining Charles Schwab in 2025, he spent 26 years at American Century Investments. Joseph is based in Leawood, Kansas. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 both non-discretionary and discretionary investment solutions, delivering multi-asset model portfolios supported by centralized custody and operational infrastructure.

Stephen Dunleavy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021 and previously worked at American Century Investment Services Inc. from 2016 to 2021. 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, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Christian Eckert is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and various other firms, with additional experience at the University of South Alabama. Eckert is based in Leawood, KS. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines a large client base with integrated brokerage, custody, and advisory services, offering both non-discretionary guidance and access to discretionary separately managed accounts.

James Ridley is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Charles Schwab since 1999 and also works with Charles Schwab Bank since 2007. 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 discretionary separately managed accounts, using multi-asset model portfolios and centralized custody and trading services.

Grant Halls is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank 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 advisory relationships and access to discretionary separately managed accounts, delivering investment guidance with multi-asset model portfolios and centralized custodial and order-routing services.

Bennett Hughes is a financial advisor with Charles Schwab in Leawood, KS, holding Series 65 and Series 63 licenses and having 10 years of industry experience. Prior to joining Charles Schwab in 2025, he worked for seven years at Northwestern Mutual in various capacities and spent two years at Foresters Financial 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 combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative-investment process within an integrated operational structure.

Amy Herrington is a financial advisor with Charles Schwab in Leawood, KS, holding a Series 66 credential and five years of industry experience. Her work history includes positions at Charles Schwab Bank, Charles Schwab, and TD Ameritrade entities. Outside of finance, she spent three years with the Pet Resource Center of Kansas City. 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 employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Willie Dunmore Jr. is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Charles Schwab Bank, SSB since 2024 and has been with Charles Schwab and Co., Inc. since 2022, previously spending 16 years at TD Ameritrade. 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 a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Tyson Combs is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019, including prior roles 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, offering a mix of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational resources.

Hiba Mahgoub is a financial advisor with Charles Schwab holding Series 66 and Series 63 credentials and has three years of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2022. Prior to that, she held positions at Ss&C, Cbiz, Foster Fitness Center, and Northwest Missouri State. 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 and a formal alternative-investment onboarding process.

Cameron Probst is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Park Hill School District. Outside of advising, he coaches a weekly fitness class and serves as president of Gomers LLC, an advertising business. 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 alongside brokerage, custody, and cash-sweep services within an integrated operational framework.

Melissa Hamilton is a financial advisor with Charles Schwab in Leawood, Kansas. She holds a Series 66 designation and has one year of industry experience. Prior to joining Charles Schwab, she worked in education and retail roles, including positions at Holy Trinity Early Education Center and McLains Market Lawrence. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. Schwab’s integrated structure supports a large client base with centralized supervision and a range of investment options including multi-asset model portfolios and alternative investments.