Hunter Boyd is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at AMC, Starbucks, and Garlic Jim's Famous Gourmet Pizza. 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 via its affiliate, Charles Schwab Investment Management.

Andrew Hayes is a financial advisor with Charles Schwab in Lone Tree, Colorado. He holds Series 63 and Series 65 licenses and has recently begun his career in the industry. Prior to joining Charles Schwab in 2024, he spent eight years in full-time education and has experience working at the Colorado Golf Club. 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 offers multi-asset model portfolios supported by research and a centralized operational structure.

Rhonda Ward is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and 28 years of industry experience. Her prior roles include positions at TIAA, Fidelity, and Transamerica. 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 advisory services and access to discretionary separately managed accounts within an integrated operational structure.

Brandon Lustgarten is a financial advisor with Charles Schwab holding a Series 66 designation and eight years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Merrill. He also has a longstanding affiliation with the University of North Florida. 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 research from the Schwab Center for Financial Research.

Michael Seiter is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and was previously with Invest Financial Corporation from 2014 to 2018. 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 accounts. The firm combines non-discretionary advisory services with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Robert Wakefield is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with various Charles Schwab entities since 2013, including Charles Schwab Trust Bank, Charles Schwab Premiere Bank, and Charles Schwab Bank. 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 services. The firm combines a large-scale, integrated operational structure with multi-asset model portfolios and access to alternative investments.

Dominic Morris is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and four years of industry experience. He has been with Charles Schwab & Co., Inc. since 2021, and previously worked at HomeAdvisor and the University of Colorado Boulder. 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 advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and use of multi-asset portfolios alongside a structured alternative-investment process.

Margaret Watt is a financial advisor at Charles Schwab with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2014. 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 offers both non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and a centralized operational structure.

Matthew Welsh is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, TopMark Funding LLC, and Infinity Energy 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 and employs a multi-asset model portfolio approach supported by centralized supervisory and custody arrangements.

Kyle Marston is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Robinhood Markets, Fidelity Brokerage Services, and Charles Schwab Bank. Prior to his financial services career, Marston was involved with Brown Note Productions and The Boulder Lift/Denver Brew Tours. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 a centralized operational structure.

Holly Varela is a financial advisor at Charles Schwab with 28 years of industry experience. She has been with Charles Schwab since 1997. Holly holds Series 63 and Series 66 credentials 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 combines non-discretionary advisory services with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Gregory Ostrosky is a financial advisor at Charles Schwab with over 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2015, including a role at Charles Schwab Bank, SSB since 2021. Charles Schwab & Co., Inc. serves a large 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 offers both non-discretionary and discretionary investment guidance, employing multi-asset model portfolios and a centralized operational structure.

Brendan Cohen is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., as well as experience with companies such as MRI, B6 Real Estate Advisors, and Morgan Stanley. Outside of finance, he has been involved with Historians Ale House, UberEats, and DoorDash. 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and includes multi-asset model portfolios alongside alternative investment options.

Savannah Casstevens is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Charles Schwab in 2018, she worked at David Karchner & Associates for twelve years and has held various roles at companies including Door Dash, Apex Resources dba Apex Design Build, and Upslope Brewing Company. 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, offering both non-discretionary and discretionary investment management with a multi-asset model portfolio approach.

Michael Jakosalem is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab, he worked at Aya Healthcare and NorthShore University Highland Park Hospital. 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, using multi-asset model portfolios and a formal alternative-investment program.

James Taylor is a financial advisor at Charles Schwab with 27 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2006, following three years at TD Ameritrade. Taylor serves as a board member for Junior Achievement, a nonprofit organization. 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 centralized custody and operational infrastructure.

Zachary Archer is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 13 years with TIAA and TIAA-CREF. 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’s investment approach includes multi-asset model portfolios with strategic asset allocation, providing both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

John Myers Jr. is a financial advisor at Charles Schwab with 26 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2018, previously spending nine years at Morgan Stanley. 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, offering multi-asset model portfolios and alternative investment options.

Jessica Franks is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at Charles Schwab since 2006. 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 model that combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Brian Hazzard is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Charles Schwab since 1999 and Charles Schwab Bank since 2008, while also operating a self-employed production crew role in broadcasting, music, and film. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions. The firm combines integrated advisory, brokerage, custody, and cash management services supported by a large nationwide network of representatives.