Mark Delton is a financial advisor at Charles Schwab with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at firms including PNC Investments, LPL Financial, and Prudential Insurance. He has also operated Mark Delton Coaching since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment options supported by centralized custody and supervisory infrastructure.

Zachary Hammond is a financial advisor with Charles Schwab in Louisville, KY, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at Charles Schwab since 2018, with prior roles at MCF Advisors LLC and FIDELITY Brokerage Services. 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 advisory relationships and access to affiliated discretionary SMA portfolios, supported by a large integrated operational structure.

Kenneth Allen is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and Centra Credit Union, as well as work outside finance in education and retail. 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 both non-discretionary and discretionary investment solutions supported by integrated custody and brokerage services.

Steven Whitcomb is a financial advisor with Charles Schwab in Louisville, KY, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he is co-owner of ChesterHeights LLC, a family partnership involved in the commercial breeding and selling of thoroughbreds. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, brokerage, custody, and financial planning services. The firm is notable for its large scale, integrated operational structure, and multi-asset investment approach.

Levi Jones is a CFP® professional with 11 years of industry experience, currently affiliated with Charles Schwab in Louisville, KY. His prior work includes roles at Fidelity Investments and multiple positions within the Charles Schwab organization dating back to 2014. 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, using multi-asset model portfolios and a centralized platform for advisory, brokerage, custody, and cash-sweep services.

Rahsaan Shareef is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Family and Children's Place, JC Penney, and other firms. Outside of finance, he owns Rahsaan & Hakeem LLC, a music production company specializing in instrumentals. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals, offering a combination of wrap fee advisory programs, managed accounts, and financial planning services. The firm provides both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts through a multi-asset, model portfolio approach.

Michael Whitney is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 1999 and 2005, respectively. He holds Series 63 and Series 66 designations and is based in Louisville, KY. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Kevin Byrum is a CFP® professional with five years of industry experience, currently affiliated with Charles Schwab in Louisville, KY. His background includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as positions related to university and community facilities. 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 options, combining centralized custody and order-routing with access to alternative investments and cash-sweep features.

Jeffrey Day is a financial advisor with Charles Schwab holding Series 65 and Series 63 licenses and has 24 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018, with prior experience at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory role, he serves as an assistant girls soccer coach at Ballard High School. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering integrated wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios supported by in-house research and alternative investment options.

Jared Sletto is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Citigroup. His background also includes roles in diverse industries such as aviation and automotive. 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 management with multi-asset model portfolios and centralized custody and operational support.

Jeffrey Sandknop is a financial advisor with Charles Schwab in Louisville, KY, holding a Series 63 designation and bringing 35 years of experience. He has been with Charles Schwab and Charles Schwab Bank since 2002 and 2005, respectively. Outside of his advisory role, he serves on the board of Barnabas Care Ministry, a nonprofit organization assisting individuals facing various challenges. 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 guidance using multi-asset model portfolios, with centralized operational and supervisory structures supporting a large client base.