Adrian Byrd is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments, E*TRADE Capital Management, Scottrade, and JP Morgan Securities. Byrd is based in Northbrook, IL. 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 SMA portfolios, offering integrated brokerage, custody, and advisory services.

Anna Bouthillette is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at Charles Schwab since 2021 and previously held positions at Fidelity Brokerage Services, Raymond James Financial Services, and PNC Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach and a centralized operational structure.

Dana Palmer is a financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab and Co., Inc., Dana held positions at Fidelity Investments, Edward Jones, Bank of America NA, Merrill Lynch, and Wolters Kluwer. Dana is a Vestry Member at St. David's Episcopal Church in Glenview, 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 blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Barry Skolak is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018, following an 11-year tenure at BMO Harris N.A. Outside of his advisory role, he manages a family-owned three-unit residential property in Chicago. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Donald Klein is a financial advisor with Charles Schwab who holds the Series 63, Series 65, and Series 66 credentials and has 30 years of industry experience. Prior to joining Charles Schwab in 2019, he worked at TIAA-CREF from 2015 to 2019. Outside of his advisory role, he referees basketball games for the North Suburban Special Recreation Association. Charles Schwab & Co., Inc. 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 advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Thomas Nowak is a CFP®-certified financial advisor with Charles Schwab, based in Northbrook, IL, and has 17 years of industry experience. He has worked with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2011. Charles Schwab & Co., Inc. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Tristan Peterson is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Charles Schwab Bank prior to his current role. Charles Schwab serves a large client base primarily consisting 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Kathy Borkovec is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2005 and 2006, respectively. Charles Schwab & Co., Inc. 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 options, using multi-asset model portfolios and centralized operational systems.

Grant Hardy is a Series 66-licensed financial advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab, his work history includes roles at Intertek, Amazon, and Kentwood Public Schools, alongside periods of full-time education. Charles Schwab & Co., Inc. serves a large client base primarily comprising 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 multi-asset model portfolios supported by in-house research and alternative investment options.

Chloe Goodwin is a CFP® with four years of industry experience, currently serving at Charles Schwab in Northbrook, IL. Her prior roles include positions within Charles Schwab Bank SSB and the Florida State University Office of Institutional Research. Outside of her advisory work, she has experience with the Lowcountry Chamber Music Festival and Chegg. 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, combining centralized custody and order-routing with multi-asset portfolio management and alternative investment due diligence.

Robert Siuty is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at TD Ameritrade Inc. from 2008 to 2022 and Charles Schwab since 2022, including Charles Schwab Bank beginning in 2023. Based in Northbrook, IL, he works within a firm that 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and due diligence on alternative investments.

David Joseph is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Charles Schwab Bank, TD Ameritrade, and Fidelity Brokerage Services. Outside of his advisory role, he owns Joseph Insurance Group, which focuses on life and health insurance sales. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed accounts. The firm combines non-discretionary and discretionary investment approaches within a large integrated platform, offering advisory, brokerage, custody, and cash-sweep services.

Martin Anderson is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab since 1997 and was self-employed from 2007 to 2020. Outside of his advisory role, he is a member of LPR Investment LLC, a real estate venture. 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 separately managed accounts, utilizing multi-asset model portfolios and alternative investment offerings.

Dustin Mahler is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2006. 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 multi-asset model portfolios supported by its Center for Financial Research.

Omar Hamid is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, Republic Bank of Chicago, and MB Financial Bank. Hamid has been with Charles Schwab and Charles Schwab Bank 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 and discretionary investment guidance supported by multi-asset model portfolios and a comprehensive alternative investments program.

Jessica Mc Main is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has been with Charles Schwab since 2006. 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, delivering multi-asset model portfolios supported by research and due diligence on alternative investments.

Laura Maatouk is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Steward Partners Global Advisory, TD Ameritrade, and J.P. Morgan Securities among other firms. Charles Schwab & Co., Inc. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Troy Grospitz is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2015. 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 management solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Jonathan Sandlund is a financial advisor with Charles Schwab in Northbrook, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Schwab in 2026, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2026, as well as at Bank of America and UBS Financial Services. 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 multi-asset model portfolios supported by research from its Center for Financial Research.

Nicholas Kukawski is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior roles include positions at TD Ameritrade, CitiGroup, BMO Harris Bank, and Fifth Third Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized custody and order-routing services.

Nicholas Koutris is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab in Northbrook, IL. He has been with Charles Schwab since 2020 and previously worked with Charles Schwab Bank, SSB. Outside of his advisory role, he is a sports official for youth baseball, softball, and basketball across the northwest Chicago region. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custodial services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and emphasizes multi-asset model portfolios and alternative investment due diligence.

Mason Homsey is a CFP®-designated financial advisor at Charles Schwab with four years of industry experience. His prior work includes roles at INAV, LLC and Fidelity Investments. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside integrated brokerage and custody services.

Phyllis Egan is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 42 years of industry experience. She has worked at Charles Schwab since 2022 and was previously with TD Ameritrade from 2010 to 2022. 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 advisory services and access to discretionary separately managed accounts. The firm provides integrated brokerage, custody, and advisory services supported by proprietary research and multi-asset model portfolios.