Jeffrey Schnoor is a financial advisor with Charles Schwab in Mequon, WI, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He worked at Johnson Wealth Inc. for 20 years before joining Charles Schwab in 2022. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts.

Robert Lindner is a financial advisor with Charles Schwab & Co., Inc. in Mequon, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Charles Schwab since 2016. Outside of his advisory work, Lindner serves as a general board member for Congregation Sinai, a religious nonprofit organization. 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 primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by dedicated research and due diligence.

Kevin Gerard is a financial advisor at Charles Schwab with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2011 and Investment Solutions Holdings, Inc. since 2012. Gerard serves as a board member for residential condominium associations in Wisconsin and Florida. 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 guidance using multi-asset model portfolios and provides custody, brokerage, and cash-sweep services within an integrated structure.

Nina Kirk is a financial advisor with Charles Schwab in Mequon, WI, holding a Series 66 credential and six years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2014, with additional experience at Hub Madison and the University of Wisconsin. 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 a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Julie Peterson is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 66 designations and has 32 years of industry experience, including 10 years at Charles Schwab. 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 options supported by centralized custody and operational infrastructure.

Jacob Becker is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017, following five years at Scottrade Inc. 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 provides integrated brokerage, custody, and advisory services.

Samuel Kirk is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Charles Schwab. He has worked at Charles Schwab since 2017, with a brief tenure at Fidelity Brokerage Services LLC in 2019. His background also includes roles outside the financial sector. 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 and discretionary investment management alongside brokerage and custody services within an integrated structure.

William Koehler is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 41 years of industry experience. Before joining Charles Schwab in 2016, he worked at Wisconsin Discount Securities Corporation for 34 years and was involved with KOMO Bikes LLC for five years. 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 with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by ongoing due diligence and periodic reviews.