Sandra Taylor is a CFP® professional with 28 years of experience in the financial services industry. She has been affiliated with Charles Schwab since 2001 and Charles Schwab Bank since 2005. Beyond her advisory role, she is the sole member of an LLC owning property in Miami, FL. 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, employing multi-asset model portfolios and offering a range of integrated brokerage, custody, and advisory services.

Braulio Diaz is a financial advisor with Charles Schwab in Miami, FL, holding Series 63 and Series 66 designations and having 11 years of industry experience. His prior work includes roles at TD Ameritrade and Scottrade. Outside of his advisory role, he is the owner of L. Ethan Capital, LLC, an entity associated with real estate activities unrelated to brokerage. 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 offers a combination of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and a centralized operational structure.

Laura Ocana Garcia is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and three years of industry experience. Her work history includes roles at Charles Schwab, TD Ameritrade, JPMorgan Chase, and Knapp Begley Law. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides investment guidance using multi-asset model portfolios and alternative investment options.

Monica Vazquez is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Scottrade. Outside of advisory work, she serves as CFO for ABMV Consulting LLC, handling the accounting duties. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and combination of advisory and brokerage services.

Daniel Bullock is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at PulteGroup and FAIRWINDS Credit Union, as well as various positions held during his 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 and discretionary investment management, supported by multi-asset model portfolios and due diligence on alternative investments.

Sean Gorman is a financial advisor with Charles Schwab, holding a Series 66 license and 17 years of industry experience. He has previously worked at TD Ameritrade and has been with Charles Schwab and its affiliated bank since 2010. Outside of his advisory role, he owns and manages small rental and Airbnb property businesses. 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 supported by multi-asset model portfolios and a centralized operational structure.

Dariel Roque is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, Roque worked at Florida Financial Advisors and Trinity Wealth Securities, LLC. Based in Miami, FL, Roque has a background that includes full-time education prior to entering the financial services field. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts. The firm combines brokerage, custody, and advisory services within an integrated platform serving a large client base.

Wyatt West is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018, with prior experience including roles at Cameron Dolby, Hampden-Sydney College, and the Law Office of Kira Anne West. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services. The firm provides both non-discretionary and discretionary investment management through multi-asset model portfolios and affiliated managed accounts.

Lorenzo Baldo is a financial advisor with Charles Schwab in Miami, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Constructa and Bello Moto. 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 options supported by multi-asset model portfolios and centralized operational resources.

Marius Mapp is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliates since 2022, following previous roles at TD Ameritrade and Scottrade. Outside of his advisory work, he is the owner of Spoiled Rotten Photography, where he assists with marketing and customer issues. 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 services, combining non-discretionary advisory with access to discretionary separately managed accounts and a multi-asset investment approach.

Brian Rabbito is a financial advisor at Charles Schwab in Miami, FL, holding a Series 66 designation with 16 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2013. 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 options, utilizing multi-asset model portfolios and centralized supervisory and custody arrangements.

Carlos Viganoni is a financial advisor with Charles Schwab in Miami, FL, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank, SSB since 2019. 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 advisory guidance and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment offering process.