Davion Pelmore Shelton is a financial advisor with Charles Schwab who holds a Series 66 designation and has three years of industry experience. His prior work history includes roles at Wells Fargo and Wells Fargo Clearing Services. He has also worked in various positions outside the financial services industry, including at Buffalo Wild Wings and Taco Bell. 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 provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Derek Meade is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Charles Schwab in Naperville, IL, returning to the firm after a brief tenure at Fidelity Investments. Outside of financial services, he is a brand ambassador for a business specializing in customized engraving on wine and liquor bottles. 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 combined brokerage, custody, and advisory platform with a client relationship model that includes both non-discretionary and discretionary managed account options.

Jan Gewont is a financial advisor with Charles Schwab in Naperville, IL, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade, DWS Investments Distributors Inc, Arrow Investment Advisors, LLC, and Edward Jones. 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, combining brokerage, custody, and advisory services with a mostly non-discretionary client relationship model supplemented by affiliated discretionary SMAs and a formal alternative investment platform.

Nathaniel Johnson is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, JP Morgan Chase Bank, and Thrivent Financial before joining Charles Schwab in 2023. 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, employing multi-asset model portfolios and centralized operational support.

Scott Cullitan is a financial advisor with Charles Schwab in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a broad 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of investment guidance using multi-asset model portfolios and alternative investments.

Viktor Kuru is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and Charles Schwab Bank, SSB since 2025. Outside of finance, he teaches music and occasionally performs as a violinist. 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 a multi-asset investment approach supported by research and centralized operational structures.

Joshua Sargeant is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Schwab, he worked at J.P. Morgan Securities LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he is involved in the hospitality industry as a bartender at Za Za Trattoria. 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 a large-scale integrated operational structure.

Sunny Gao is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Charles Schwab in Naperville, IL. She has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Gao serves as a board member for the nonprofit organization Share My Fortune, which focuses on fundraising efforts. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts.

Christopher Castaneda is a financial advisor with Charles Schwab, holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Morgan Stanley and Edward Jones. He serves as treasurer for the Mill Creek Elementary Parent Teacher Organization. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Andrew Temple is a Certified Financial Planner® with nine years of industry experience. He is currently with Charles Schwab, having previously worked for Fidelity Brokerage Services for eight years. He holds Series 63 and Series 66 licenses. 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, using multi-asset model portfolios and a centralized operational structure.

Patrick Mc Dermott is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Naperville, IL. 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, supported by centralized custody and operational infrastructure.

Jess Carr is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2019, alongside his role at Charles Schwab starting in 2017. Prior to this, he had a brief tenure at Northern Trust and was involved with Insomnia Cookies for three years. Outside of his advisory work, he is a capital contributor to CarrBros LLC, a real estate-related venture. 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 advisory services with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Richard Machaj is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Charles Schwab Bank and the Catholic Order of Foresters, as well as positions outside the financial sector at Hamilton's Pub and Lewis 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and alternative investment options supported by Schwab Center for Financial Research.

Bryan Parrish is a financial advisor with Charles Schwab in Naperville, IL, holding the Series 66 designation and eight years of industry experience. He previously worked at First Command Advisory Services and related entities from 2016 to 2023, and briefly at Geiger Wealth in 2019. Outside of his advisory role, he is involved in property ownership unrelated to brokerage or agent activities. 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, utilizing multi-asset model portfolios and a formal alternative investment due diligence process.