Jonathan Sewell is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and its affiliated entities since 2011, including roles at PNC Investments and Empower Financial Services. Sewell is based in Naples, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by an integrated operational and custody platform.

Silas Wade is a financial advisor at Charles Schwab with one year of industry experience and holds a Series 66 designation. His recent career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, and Charles Schwab & Co., Inc. Prior to joining Schwab, he worked in event management and the food service industry. 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 advisory guidance and access to discretionary separately managed accounts.

Stephen Buonamano is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at TD Ameritrade and its investment management affiliate. Outside of his advisory role, he manages a residential rental property in Naples, Florida. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Ryan Gruber is a financial advisor with Charles Schwab, holding the CFP® designation and Series 63 and 66 licenses, with 11 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Outside of advisory work, he is a member of Jays Farm LLC, an entity unrelated to investment activities. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios along with an established alternative-investment program.

Jennifer Scioscia is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Fidelity Investments and Core Benefits. She is based in Naples, 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative-investment due diligence process.