Eric Hill is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 1999, including 13 years at Charles Schwab Bank. 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 management, utilizing multi-asset model portfolios and a centralized operational structure across its large client base.

Riley Stone is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 designations and has worked with Charles Schwab & Co., Inc. since 2019, including a role at Charles Schwab Bank, SSB. Prior to Schwab, his work experience includes positions at UBS and EVO Payments International, as well as roles in the restaurant industry. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, delivering guidance through multi-asset model portfolios and centralized operational support.

Daniel Rees is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at USAA in various financial advisory and investment management roles from 2011 to 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. 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 in-house research.

Mercedes Hauck is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and four years of industry experience. Her work history includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, TD Ameritrade, Robinhood Markets, and UCHealth. Outside of her advisory work, she is the owner of JMACC Holdings, a holding company unrelated to investment services. 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 uses multi-asset model portfolios supported by its Schwab Center for Financial Research.

Chase Broten is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, CO, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Schwab in 2017, he worked at Cosmo's Pizza and attended the University of Colorado - Boulder. 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 investment guidance and access to discretionary separately managed accounts. The firm utilizes multi-asset model portfolios with strategic asset allocation, supported by centralized custody and operational infrastructure.

Felipe Marchena is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His background includes roles at Charles Schwab, Costa Realty, and involvement with Finca Marchena. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, and custody services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services.

Kirk Bjorn is a Series 65 licensed financial advisor at Charles Schwab with seven years of industry experience. He previously worked at Mercer Global Advisors, where he served in various roles from 2018 to 2024. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment offerings.

Shane Madigan is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at T. Rowe Price and USAA Financial Advisors Inc. Charles Schwab & Co., Inc. serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program. The firm offers a combination of non-discretionary advice and access to discretionary managed accounts, utilizing multi-asset model portfolios and centralized operational structures.

Scott Davis is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2018. Prior to that, he was employed at Schwab Charitable, Parker Douglas Insurance, and Urban Lending Services. 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, supported by multi-asset model portfolios and centralized operational infrastructure.

Carlos Jimenez Velez is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Schwab, he was involved in a painting business and spent several years in full-time education. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Lisa Storey is a financial advisor at Charles Schwab with four years of industry experience. Prior to joining Charles Schwab in 2021, she was self-employed in the restaurant and food services sector for nearly two decades. She is also the owner of Free To Roam LLC, a weekend vehicle rental business operating through Turo. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and alternative investment services.

Lauren Maston is a financial advisor with Charles Schwab in Lone Tree, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab in 2022, she worked at Cambridge Investment Research, Inc. from 2017 to 2021. Outside of her advisory role, she is co-owner and director of Rainbow Reef Enterprises LTD, which develops real estate in Fiji. 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, supported by a multi-asset model approach and centralized operational infrastructure.

Kyle Busche is a financial advisor at Charles Schwab with 10 years of industry experience. He has been with Charles Schwab since 2017 and previously worked at optionsXpress from 2015 to 2017. Outside of his advisory role, he owns and operates Planalytics LLC, an analytics firm supporting small businesses and nonprofits in the Denver metro area. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

Amber Pojman is a financial advisor at Charles Schwab with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Charles Schwab affiliates since 2006, including the Schwab Trust Bank and Premiere Bank. From 2016 to 2018, she was associated with Digital Altitude. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

Lauren Wise is a financial advisor at Charles Schwab with 12 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2018. Her prior experience includes roles at Bank of America and Merrill. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational services.

Tyler Nielson is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TIAA. Outside of financial services, he is involved with Ed's Building Services, a facility maintenance business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated advisory, brokerage, custody, and financial planning services with a combination of non-discretionary and discretionary investment options.

Greg Fulkerson is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2011 and concurrently has an affiliation with Colorado Christian University. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options through a centralized and integrated platform.

Hayley Marcus is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and four years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2020 and Charles Schwab Bank, SSB since 2025. Prior to her advisory role, her background includes positions in university advancement and hospitality. 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 due diligence on alternative investments.

David Crowder is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with various Charles Schwab entities since 2012, including Premiere Bank, Trust Bank, Charles Schwab Bank, and Charles Schwab & Co., Inc. Outside of his advisory work, Crowder is involved in managing rental properties through several LLCs. 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 discretionary separately managed accounts and offers a distinctive operational model leveraging scale and integrated custody and brokerage services.

Christopher Smith is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2017. Prior to that, he was with 361 Capital, LLC and IMST Distributors, LLC from 2015 to 2017. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.