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 financial advisor at Charles Schwab with nine years of industry experience. He holds the CFP® designation along with Series 65 and 63 licenses. Prior to joining Schwab in 2023, he worked at American Century Investments LLC for six years and U.S. Bank for one year. 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 options, combining centralized custody, brokerage, and advisory services with access to multi-asset model portfolios and alternative investments.

Joseph Hogan is a financial advisor at Charles Schwab with 26 years of industry experience. His prior experience includes a 26-year tenure at American Century Investments. Hogan holds Series 65 and Series 63 licenses. 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 supported by multi-asset model portfolios and centralized 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 work includes roles at Wells Fargo Clearing Services LLC and the University of South Alabama. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers an integrated platform for investment, custody, and brokerage services.

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 designations and 10 years of industry experience. His prior experience includes seven years with Northwestern Mutual in various wealth management and investment services roles, and 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 combines a large-scale, integrated structure with both non-discretionary and discretionary investment options, supported by a centralized supervisory and custody system.

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 at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at multiple Charles Schwab entities since 2022, as well as positions at Ss&C, Cbiz, and Northwest Missouri State. Charles Schwab & Co., Inc. serves a broad client base, mainly 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 employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

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, KS, holding a Series 66 designation and two years of industry experience. Her background includes roles at Charles Schwab Bank and Charles Schwab, as well as involvement in early education and community service organizations such as Holy Trinity Early Education Center and Giving the Basics. 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 maintains a large-scale, integrated structure to support its extensive client base.