Stephen Zeeck is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Alexis Maymi is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Charles Schwab & Co., Inc. since 2008, including a role at Charles Schwab Bank, SSB since 2023. 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 alternative investment options.

Jacqueline Sanson is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving as a financial advisor at Charles Schwab. She has been with Charles Schwab since 2016 and worked specifically with Schwab Private Client Investment Advisory from 2018 to 2019. 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 due diligence on alternative investments, supported by a large-scale, integrated operational structure.

Daniel Borah is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory role, he operates a vehicle rental business through an LLC and occasionally works as a delivery driver for DoorDash. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary guidance and access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash management services across a large client base with a multi-asset investment approach.

Aidan Mc Guire is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Morgan Stanley, T.C. Eggintons, and Social Hall Tempe. Outside of financial services, he works as an Uber Eats driver on a part-time basis. 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 discretionary separately managed accounts and offers multi-asset model portfolios along with alternative investment options.

Andrew Pierson is a financial advisor at Charles Schwab & Co., Inc. with nine years of industry experience. He holds the Series 66 and Series 63 designations and has been with Charles Schwab since 2016. 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 separate managed accounts and provides a centralized operational structure supporting these services.

Colin Rissler is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, James Erb, and Florida Financial Advisors. 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 guidance and access to affiliated discretionary separately managed accounts. The firm’s scale and integrated structure enable it to provide advisory, brokerage, custody, and cash-sweep services within a centralized operational model.

Joshua Wagler is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 26 years of experience in the industry. He has worked at Charles Schwab since 2000 and Charles Schwab Bank since 2010. Outside of his advisory role, he serves as Vice President of Fire Sprinkler Services, Inc., a company involved in testing and repairing fire sprinkler systems, though he is not active in the business. 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 management using multi-asset model portfolios and maintains a centralized operational structure to support a large client base.

James Colvin is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2019, following a brief tenure at Mass Mutual. Prior to his advisory career, he was employed at Indiana State University and Club Demonstration Services. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation and alternative investment options.

Michael Wetterer is a CFP® professional with 28 years of industry experience. He has been with Charles Schwab since 2009. 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 an integrated platform of advisory, brokerage, custody, and cash-sweep services.

Tyson Quade is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2007. Schwab 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 provides integrated advisory, brokerage, custody, and cash-sweep services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

Michael Lind is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at various Charles Schwab entities since 1995, including the Trust Bank and Premiere Bank divisions. 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 guidance using multi-asset model portfolios and has a distinctive integrated structure that supports a large client base with centralized supervisory and custody arrangements.

Robert Fleming is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2003, including a role at Charles Schwab Investment Advisory, Inc. in 2020. Fleming also worked at Douglas County High School from 2014 to 2017. 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 and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

Jonathan Englert is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2000. Outside of finance, he is also an artist who sells his own artwork. 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, combining non-discretionary client relationships with access to affiliated discretionary portfolios and offering a range of integrated brokerage, custody, and advisory services.

Meryl Hooten is a CFP®-certified financial advisor with 12 years of industry experience, currently with Charles Schwab in Lone Tree, CO. She has worked at Charles Schwab since 2013 and has eight years of experience with Charles Schwab Bank. 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 advisory services, discretionary separately managed accounts, and integrated brokerage and custody solutions.

James Schlueter is a CFP® certificant with 11 years of industry experience, currently serving at Charles Schwab in Lone Tree, Colorado. He has worked at Charles Schwab since 2014 and Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset allocation approach and centralized operational infrastructure.

Gary Rice is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has previously worked at USAA in various financial planning and investment management roles. Outside of his advisory work, he owns a rental property business, Hampton Blue Rentals, LLC. 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 a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Thomas Byrne is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Charles Schwab since 2017 and previously at Private Advisor Group, LLC and LPL Financial from 2012 to 2017. Charles Schwab & Co., Inc. primarily serves 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 a multi-asset investment approach supported by research and alternative investment options.

Clay Mitchell is a CFA® charterholder with 20 years of industry experience. He is currently with Charles Schwab in Lone Tree, CO, where he has worked since 2021, following a decade at Foreside Fund Services and Cambiar Investors. He serves as a Trustee for Trinity United Methodist Church. Charles Schwab 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 both non-discretionary and discretionary investment solutions supported by comprehensive research and a multi-asset model portfolio approach.

Seth Swenson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Viasat Inc. and various positions within Pepsico Beverages Canada. Charles Schwab 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.