Brandon Camarda is a financial advisor with Charles Schwab in New York City, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, and independent contracting with MPC, as well as diverse earlier positions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and discretionary separately managed accounts. The firm is notable for its large scale and integrated model combining advisory, brokerage, custody, and alternative investment services.

Chad Calaza is a CFP®-certified financial advisor with Charles Schwab, based in New York City, NY. He has two years of industry experience, including roles at Charles Schwab Bank, SSB. Prior to his financial services career, he worked in the fitness and country club industries and spent several years in full-time education. 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, employing multi-asset model portfolios and a centralized operational structure.

Derrick Pommills is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Paulson Investment Company LLC and Citizens Bank. 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 offers both non-discretionary and discretionary investment management, supported by a multi-asset model portfolio approach and a centralized operational structure.

William Bauer is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Clearview Trading Advisors, JPMorgan Chase Bank, and Morgan Stanley. 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 discretionary separate managed accounts and employs a multi-asset investment approach supported by in-house research and alternative investment due diligence.

Donovan Morris is a CFP®-designated financial advisor at Charles Schwab with six years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, E*TRADE, Merrill Lynch, Bank of America, and Apple Inc. Outside of his advisory work, he is involved in property management as the sole proprietor of an investment-related business. 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 solutions, combining strategic asset allocation with access to alternative investments and centralized operational support.

Nelson Lake is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at JPMorgan Securities LLC and TIAA-CREF. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio investment approach and centralized operational infrastructure.

James Mc Govern is a Series 66-licensed financial advisor at Charles Schwab with five years of industry experience. He has worked at several firms including Prudential Investment Management Services LLC, PGIM Investments, First Eagle Investment Management, and UBS Financial Services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering both non-discretionary advisory relationships and access to discretionary separate managed accounts.

Robert Munley is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Charles Schwab in 2022, he spent nine years at TD Ameritrade Investment Management and TD Ameritrade. 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 with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Richard Low is a financial advisor at Charles Schwab with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2022, following five years at TD Ameritrade. 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 relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Aidan Kelly is a CFP® professional affiliated with Charles Schwab with four years of industry experience. His prior roles include positions at Fidelity Investments and Equitable Advisors LLC. Kelly has experience working in both banking and investment advisory settings. 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. Schwab’s model combines non-discretionary advice with access to discretionary separately managed accounts, supported by centralized custody and due diligence on alternative investments.

Christie Giovacchini is a financial advisor at Charles Schwab with 19 years of industry experience. She has worked at Merrill for 13 years and has been with Charles Schwab and Charles Schwab Bank since 2019, as well as at TD Ameritrade from 2022 to 2024. She holds the Series 66 designation. Outside of her advisory work, she manages a short-term rental property listed on Airbnb. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by in-house research and due diligence.

Denis Paska is a financial advisor with Charles Schwab in New York City. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior work includes roles at TD Ameritrade, Equitable Advisors, and AXA Advisors. 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 and maintains a centralized structure supporting extensive client coverage and integrated advisory, brokerage, and custody services.

Shuo Li is a CFP® professional with nine years of industry experience, currently advising at Charles Schwab in New York City. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2017 and 2018 respectively, and was previously associated with MyFavoraid 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment due diligence within a large, integrated operational structure.