Mason Ostasz is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he has worked in diverse positions including Big 5 Sporting Goods and Walgreens. He also has experience in education spanning nine years. 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 separately managed accounts and offers multi-asset model portfolios supported by Schwab’s research and due diligence processes.

Travis Ryan is a CFP® with seven years of industry experience currently affiliated with Charles Schwab in Lone Tree, Colorado. His prior experience includes roles at Fidelity Brokerage Services LLC, State Street Corporation, Towne Park Ltd., and Vineyard Vines. 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 a multi-asset model portfolio approach supported by centralized operational infrastructure.

Jeff Morris is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at USAA in various financial planning and investment management roles from 2010 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a centralized operational structure for advisory, custody, and brokerage services.

David Wallenburg is a financial advisor with Charles Schwab in Lone Tree, Colorado. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, having been with Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Brandan Kosoff is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TIAA and TIAA-CREF for 14 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios, written advice policies, and a centralized operational framework.

Jared Page is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. His prior work experience includes roles at Amazon and various service industry positions. 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, offering both non-discretionary and discretionary investment management services supported by extensive research and a multi-asset allocation approach.

Amar Arrage Chico is a financial advisor with Charles Schwab, holding a Series 66 credential and five years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Siemens, Siemens Gamesa Renewable Energy, University of Central Florida, Uber, and Valencia College. 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 options using multi-asset model portfolios and provides custody, brokerage, and advisory services within an integrated operational structure.

Sean Roberts is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank, SSB since 2021. Outside of his advisory role, he umpires softball and baseball games with Arbiter Sports. 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 SMA portfolios and provides integrated brokerage, custody, and advisory services.

Derek Nail is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2016, following three years at Fasdrill Directional Services. Based in Lone Tree, Colorado, his career reflects a background spanning both financial services and directional drilling. 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 and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Paul Bowen Yeh is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at optionsXpress, Inc. in 2017 and has been with Charles Schwab since 2013. Outside of his advisory role, he has been involved in a non-investment related activity managing household contributions with a roommate. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining brokerage, custody, and advisory services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Mikayla Herman is a Series 66-licensed financial advisor with Charles Schwab, based in Lone Tree, CO, with six years of industry experience. She has held various roles within Charles Schwab and Charles Schwab Bank since 2018. Outside of her advisory work, she serves as an assistant girls' basketball coach at Castle View High School. 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 advisory relationships and access to discretionary separately managed accounts.

Alec Newton is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Bank of the West BNP Paribas and Sprouts Farmers Market LLC. Charles Schwab & Co., Inc. serves a large client base consisting primarily 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 management options, leveraging multi-asset model portfolios and centralized operational structures.

Tiffany Burroughs is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with several Charles Schwab entities since 2012. Outside of her advisory role, she owns and operates Witchy Kitschy Cat, a business focused on handmade art, jewelry, clothing, and vintage item resale. 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 both non-discretionary advisory models and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Nathan Crow is a financial advisor at Charles Schwab with 19 years of industry experience. He has held his current role at Charles Schwab since 2006 and holds the Series 66 designation. Outside of his advisory work, he is a co-owner of a psychotherapy and wellness practice based in Lone Tree, Colorado. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers an integrated approach featuring multi-asset model portfolios and alternative investment options.

Zechariah Matlick 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 since 2006, with a one-year tenure at optionsXpress, Inc. prior to that. 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 multi-asset model portfolios supported by in-house financial research.

Lorraine Lozano is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab in 2023, she worked at Hitachi Solutions Philippines Corporation, Microsoft Philippines Inc., and Oracle Philippines Corporation. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios and due diligence on alternative investments.

Ryan Martin is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Charles Schwab in Lone Tree, CO. He has been with Charles Schwab since 2003. 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 guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment platform.

Kristin Bundy is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked with Charles Schwab & Co., Inc. since 2013 and Charles Schwab Bank, SSB since 2020. 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. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Alec Mactas is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with Charles Schwab since 2018 and previously worked as a full-time student and briefly in the food service industry. 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 non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large, integrated operational structure.

Brett Skidmore is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wipfli and Larsen's Steak House before joining Schwab. 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 management, utilizing multi-asset model portfolios and a centralized operational structure.