Daniel Ziegler is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Robinhood Markets during his career. 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 solutions supported by multi-asset model portfolios and centralized operational structures.

Andrea Arce Gutierrez is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 2021. Prior to joining Schwab, she was employed at Fidelity Brokerage Services and Fidelity Distributors, and earlier worked at Chipotle Mexican Grill. 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 structures.

Daniel Gerber is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to that, he spent ten years with USAA financial planning services and two years with USAA Investment Management Company. Gerber serves as an unpaid board member of Mission Medical Center, a healthcare clinic providing care for patients without insurance who do not qualify for Medicaid or Medicare. Charles Schwab & Co., Inc. 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 alongside brokerage, custody, and cash-sweep services within an integrated operational structure.

Timothy Becker is a financial advisor with Charles Schwab who holds Series 63 and Series 65 designations and has 19 years of industry experience. Prior to joining Schwab in 2020, he worked at USAA Financial Advisors and USAA Investment Management Company. Outside of his advisory role, he has served as a basketball and football official with Rocky Mountain Sports Officials for over two decades. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized custody and supervisory arrangements.

Kristin Mann is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Charles Schwab since 2010, including four years at Schwab Wealth Advisory. 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 features a hybrid advisory model combining non-discretionary guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Devon Kushner Ford is a financial advisor with Charles Schwab holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Schwab, Ford held various roles including positions at Firstsource, K5 Capital Group, and Honest Industries. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Edward Freygang is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Charles Schwab since 1995. Outside of his advisory role, Freygang serves as a track and cross country official for local high school and middle school events. Charles Schwab & Co., Inc. serves a large client base that includes high- and ultra-high-net-worth individuals through its wealth advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s integrated approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured alternative-investment offering.

Edward Loughry is a financial advisor at Charles Schwab with 25 years of industry experience. He holds the CFP® and Series 66 designations. Outside of his advisory work, he is active as a musician, playing guitar in local bars and providing guitar lessons. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with research-supported advice and a comprehensive operational structure.

Jennifer Walsh is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding a Series 66 designation and eight years of industry experience. She worked at Advisory Research, Inc. from 2010 to 2017 before joining Charles Schwab, where she has been since 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Ariel Abramov is a financial advisor at Charles Schwab with 7 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2018. Prior to this, he worked in roles outside the financial advisory field, including positions at Clinica Tepeyac and Wood and Repair. 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 investment guidance using multi-asset model portfolios, supported by centralized custody, brokerage, and alternative investment due diligence.

Marcus King Stockton is a CFP® and holds the Series 66 designation with five years of industry experience. He is currently with Charles Schwab & Co., Inc. and has prior experience at Prudential Insurance Company of America, Pruco Securities, Travelers, Burns and Wilcox, and Allstate. Outside of his advisory work, he is involved in youth basketball as a trainer. 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 solutions supported by multi-asset model portfolios and centralized operational resources.

Angela Tipton is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. She has been with Charles Schwab & Co., Inc. since 2023 and also works with Charles Schwab Bank, SSB. Prior to her financial services career, her work history includes positions in the food and beverage industry. 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 relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and research-driven investment guidance.

Luke Goerdt is a CFA® charterholder with 18 years of industry experience. He is currently with Charles Schwab, where he has worked since 2019, following prior roles at FDX Capital LLC and Jackson National Life Distributors 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Evan Cohen is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab since 2014 and also worked at Vail Resorts from 2009 to 2020. 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 proprietary research and a formal alternative investment program.

Barrett Vossler is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 12 years of industry experience. His career includes roles at TD Ameritrade and Charles Schwab Bank. Outside of finance, he is involved in advertising and renting commercial space for day use in Dallas. 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 with integrated brokerage and custodial services.

Alex Lorenzin is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab in 2021, he worked in various service and retail roles, including at Red Lobster and Waggin' Tails. 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 mix of non-discretionary and discretionary investment solutions, supported by an integrated operational structure and centralized custody services.

John Mc Gee is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at TD Ameritrade and Sugar Land Veterinary Specialists & 24-Hour Care. 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized supervisory and custody arrangements.

Amber Jennings is a financial advisor at Charles Schwab & Co., Inc. with two years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at AmeriFirst Financial and First California Mortgage. 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, leveraging multi-asset model portfolios and alternative investment options through a centralized and integrated operational structure.

Kyler Hensel is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TIAA, Northwestern Mutual, and Ace Hardware. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary financial planning and discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and access to multi-asset model portfolios and alternative investments.

Matthew Avalon is a financial advisor with Charles Schwab possessing seven years of industry experience. He has worked at several firms, including Vitalize LLC, Bank of America, Merrill, Citigroup, and E*Trade Securities. He holds a Series 66 designation and is based in Lone Tree, Colorado. 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 options, using multi-asset model portfolios and a centralized operational structure serving a large client base.