James Buckley is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2020. Prior to this, he held roles at USAA Investment Management Company and related USAA financial planning and advisory services from 2015 to 2020. 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 and discretionary investment management with integrated custody, brokerage, and financial planning services.

Matthew Simonetti is a Series 66 licensed financial advisor at Charles Schwab with two years of industry experience. Before joining Charles Schwab, he worked for the San Diego Padres Baseball Club for six years. Charles Schwab & Co., Inc. serves a large client base including 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 supported by multi-asset model portfolios and centralized operational structures.

Mark Moreci is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Charles Schwab since 1998. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm is notable for its scale, integrated service model, and use of multi-asset portfolios supported by dedicated research and due diligence.

Darrin Boor is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Charles Schwab since 2006 and with Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through its integrated wrap fee programs. The firm’s approach combines non-discretionary client guidance with access to discretionary managed accounts, utilizing multi-asset model portfolios and specialized alternative investment options.

Craig Sours is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2005, except for a one-year period at Morgan Stanley Smith Barney. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure combining advisory, brokerage, custody, and cash-sweep services.

Nathan Sharpe is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2023, he worked at Good Sam from 2018 to 2023, and had earlier roles at Tucker, Albin & Associates and Dish Network. 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 using multi-asset model portfolios and centralized custody and order-routing arrangements.

Carey Perkins is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2008. Outside of his advisory role, he is involved in dog sitting, providing personal care services for dogs. Charles Schwab 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 options supported by multi-asset model portfolios and centralized operational infrastructure.

Chelsea Bernard is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding a Series 66 credential and 10 years of industry experience. Her prior work includes roles at Robert W. Baird & Co. and several financial firms before joining Charles Schwab in 2018. Bernard also owns a residential property that provides rental income. 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 custody and supervisory arrangements.

Sylvia Arellano is a CFP® professional with 27 years of industry experience. She has been with Charles Schwab since 2001 and also affiliated with Charles Schwab Bank since 2014. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing services.

Srirangan Iyer is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Charles Schwab, he was involved with the Paducah Symphony and the Geeva Heritage Organization, where he has been active since 2019. His background also includes several years in full-time education roles. 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, supported by multi-asset model portfolios and centralized operational infrastructure.

Luke Powers is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Charles Schwab Bank, Channel 37 LLC, MediaVine Productions, and Starbucks. 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 models and access to discretionary separately managed accounts, supported by comprehensive research and a centralized operational structure.

Taylor Andrews is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with USAA and as a self-employed advisor prior to joining Charles Schwab. Charles Schwab serves a broad 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 centralized custody and operational infrastructure.

Kathleen Odonnell is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab in 2020, she held positions at the University of Denver, The Fund for the Public Interest, and Waseda University. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational services.

Wells Scheller is a financial advisor at Charles Schwab with 13 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab and its affiliated entities since 2016, previously spending three years at TD Ameritrade. 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 non-discretionary advisory model with access to discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Steven Hart is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 36 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. He retains partial mineral rights inherited from his grandmother, which are currently leased to an oil company. 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 with affiliated discretionary SMAs and offers a multi-asset investment approach supported by research and alternative investment options.

Samantha Tillman is a financial advisor with Charles Schwab & Co., Inc. She holds Series 66 and Series 63 credentials and has two years of industry experience. Prior to joining Schwab, she worked in the food service industry, including roles at Fuzzy's Taco Shop and Aramark. 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 uses multi-asset model portfolios supported by due diligence from its Schwab Center for Financial Research.

Jason Bull is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes positions at Transamerica Capital, Inc. and Janus Management Holdings Corp. He has been with Charles Schwab and Charles Schwab Bank since 2019. Charles Schwab & Co., Inc. serves a large client base mainly 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 advisory and discretionary separately managed accounts, supported by a centralized operational platform and a distinctive approach to alternative investments.

Donna Rauen is a financial advisor with Charles Schwab & Co., Inc. based in Lone Tree, Colorado. She holds Series 63 and Series 66 licenses and has nine years of industry experience, including prior work with the Department of Local Affairs. Outside of her advisory role, she is involved in renting campers through Outdoorsy, a rental service. 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 provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Mitchell Williams is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 65 and Series 63 registrations. Prior to joining Schwab, he worked at the Douglas County Sheriff's office for three 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. Schwab offers both non-discretionary advisory services and access to discretionary separately managed accounts, combining multi-asset model portfolios with research-driven investment guidance.

Bruce Clark is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab since 1995, with a one-year tenure at TD Ameritrade in 2023-2024. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and a centralized operational structure.