Samuel Schwartz is a CFP® with 18 years of industry experience, currently serving at Charles Schwab since 2020. His prior experience includes roles at Fidelity Brokerage Services and an earlier tenure at Charles Schwab dating back to 2007. He serves as a board member for Growing Place, an education-focused nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by centralized custody and a range of integrated advisory and brokerage solutions.

Nogosa Atekha is a financial advisor at Charles Schwab in Los Angeles, CA, holding a Series 66 designation. Atekha's professional background includes experience with William Blair and the Nigerian National Petroleum Corporation, alongside time spent in education roles. 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 and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and emphasizes an integrated approach with centralized custody and operational support.

Shahab Khavarani is a financial advisor with Charles Schwab in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2000 and 2005, respectively. Outside of his advisory role, Khavarani provides in-home supportive services, assisting with grocery shopping and medical appointments. 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 options, supported by an integrated operational structure and centralized custody, brokerage, and advisory functions.

Ashley Nobel is a CFP® with six years of industry experience, currently serving at Charles Schwab since 2019. Prior to that, she worked at Bank of America and California State University Northridge. Nobel holds Series 63 certification and is based in Los Angeles, CA. 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 provides both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and formal alternative-investment processes.

Zachary Springer is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Uber, CLF Asset Management, Riley's Wines of the World, and Northwestern Mutual. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Steven Kim is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at TD Ameritrade from 2009 to 2022 before joining Charles Schwab in 2022. Outside of advisory work, he serves as a co-trustee for a family rental property, assisting with administrative duties. 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 and discretionary investment guidance using multi-asset portfolios and centralized operational structures.

Charles Perez is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at HNTB and pursued full-time education before joining Schwab. 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Carter Taylor is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 63 designation and 30 years of industry experience. He has worked at Charles Schwab since 1995 and at Charles Schwab Bank, SSB since 2005. 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 employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Parvene Barimani is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 66 license and two years of industry experience. Prior to joining Schwab, Barimani worked at Blue Shield of California and held positions related to Pepperdine University and Pepperdine Graziadio Business School. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals through a combination of non-discretionary advisory programs and discretionary separately managed accounts managed by affiliated entities. Schwab’s integrated structure supports a large client base with centralized operational and supervisory services.

Brandon Floyd is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., LPL Financial LLC, and Logix Federal Credit Union. His prior non-financial experience includes working at Design Masonry. 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 operates a hybrid advisory model combining non-discretionary recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational services.

Torrey Magaard is a financial advisor with Charles Schwab in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Charles Schwab in 2024, Magaard worked at Fidelity Personal and Workplace Advisors and Fidelity Investments from 2015 to 2024. Outside of advisory work, Magaard is a co-founder and owner of Torreys Natural Snacks LLC, a food and snack startup based in Sherman Oaks, CA. 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational platform.

Nathan Lugo is a CFP® professional with 10 years of industry experience, currently affiliated with Charles Schwab in Los Angeles, CA. His prior experience includes roles at Fidelity Personal and Workplace Advisors, JPMorgan Securities LLC, and TD Ameritrade Investment Management. 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Brad Simpson is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Schwab in 2025, he worked at Fidelity Investments and spent seven years with The Agency. 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 discretionary separately managed accounts and offers multi-asset model portfolios alongside a structured due diligence process for alternative investments.

Ross Thompson is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, 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 accounts and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large integrated structure with centralized custody and order-routing.

Andrew Rezkalla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Charles Schwab since 2010 and also works with Charles Schwab Bank, SSB since 2014. Outside of his advisory role, he manages a rental property in Indiana. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, extensive research, and a centralized operational structure.

Lorraine Tan is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior work includes roles at Lyon Stahl Investment Real Estate, Alliance Bernstein, and Azusa Pacific University, among others. 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 supervisory and custody functions.

Edwin Nunez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2022 and previously spent a decade at TD Ameritrade. 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, combining non-discretionary client relationships with access to affiliated discretionary separately managed accounts and multi-asset model portfolio strategies.

Adam Jarrah is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and with 15 years of industry experience. He has been with Charles Schwab since 2010 and Charles Schwab Bank since 2012. 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 operates a dual-registered broker-dealer and investment adviser model, offering both non-discretionary and discretionary investment options supported by centralized supervision and a distinctive operational structure.

Patrick Miller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Charles Schwab in Los Angeles, CA. He has been with Charles Schwab since 2020 and has prior experience with organizations including West Ham United and the Colorado Rapids. Outside of his advisory role, he engages in personal selling and flipping items through eBay. 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 client relationship model with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Drake Beck is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Co., Inc. since 2012, including a role at Charles Schwab Bank SSB since 2014. 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 provides both non-discretionary and discretionary investment options, combining a large client base with a centralized operational structure.

Ari Ohayon is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Prior to joining Schwab, he worked at Lido Advisors LLC and Dahan Investments LLC. He also spent a decade in full-time education before beginning his advisory career. 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, with a distinctive operational model that integrates advisory, brokerage, custody, and cash-sweep services.

Nicholas Blencowe is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 66 designation and eight years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2016 and was previously associated with the American Nurses Foundation from 2014 to 2016. 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 provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Mark Perez is a financial advisor at Charles Schwab with 37 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2000, including a role at Charles Schwab Bank since 2005. Based in Los Angeles, CA, Perez has spent over two decades serving clients within this firm. 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 services with access to discretionary separately managed accounts, supported by a multi-asset portfolio approach and centralized operational structure.

Alison Bowman is a financial advisor at Charles Schwab with Series 63 and 65 licenses and three years of industry experience. Her prior work includes positions at Fidelity Investments and 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, offering a combination of non-discretionary and discretionary investment solutions supported by comprehensive research and centralized operations.

Edwin Duke is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab & Co., Inc., he worked at Capital Group / American Funds Distributors, Inc. for several years. Outside of finance, he has experience working at a Muay Thai Kickboxing Gym. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational capabilities.

Anton Piskac is a financial advisor with Charles Schwab, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and ongoing due diligence.

Ana Peresandi is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. She has worked within Charles Schwab and affiliated entities since 2021, with prior experience at Chase Bank and Northern Arizona University. 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, using multi-asset model portfolios supported by in-house research and a centralized operational structure.

Bret Runyan is a CFP® professional affiliated with Charles Schwab, with 16 years of industry experience. He has been with Charles Schwab since 2010 and Charles Schwab Bank, SSB since 2012. 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 a centralized operational structure.

Nina Todosieva is a Series 66-licensed financial advisor at Charles Schwab with three years of industry experience. She has held positions at Charles Schwab & Co., Inc., Charles Schwab Bank, and Vanguard. Prior to her financial career, she worked in the hospitality sector, including at Waldorf Astoria Beverly Hills. 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 separate managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Edward Altherr is a financial advisor at Charles Schwab in Los Angeles, CA, with four years of industry experience. He holds Series 65 and Series 63 designations and has worked at Charles Schwab since 2021, including a role at Charles Schwab Bank starting in 2025. Outside of finance, Altherr works as a freelance voice actor and performs as a baritone with the Goode Time Carolers during the holiday season. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and due diligence on alternative investments.

Sable Potts is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors prior to joining Charles Schwab. Potts is based in Los Angeles, CA. 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 and discretionary investment guidance using multi-asset model portfolios and centralized operational support.