Conor Nelson is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at DWS Distributors, Inc., Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and PayNet. Nelson is based in Oak Brook, Illinois. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services 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 emphasizes multi-asset model portfolios with strategic asset allocation and alternative investment due diligence.

Ayodeji Ogundiya is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank and Charles Schwab since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by its Center for Financial Research.

Artemio Herrera Jr. is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 securities registrations. His prior experience includes roles at Morgan Stanley and the State of Illinois. Outside of his advisory work, he is a landlord managing a rental property in Chicago. 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 and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure.

Carson Beebe is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2015. Outside of his financial advisory role, he coaches youth wrestling through Beebe Trained Wrestling. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers advisory, brokerage, custody, and financial planning services through integrated wrap fee programs that combine non-discretionary and discretionary investment management options.

Nicholas Knapek is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE, Bank of America, and Merrill. 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 centralized supervisory, custody, and order-routing arrangements.

Steven Taylor is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Charles Schwab, having joined in 2026, following prior roles at Morgan Stanley, E*TRADE Securities LLC, and Edward Jones. Outside of his advisory work, he owns and operates CreativeFoundry LLC, a retail and online store based in Carpentersville, Illinois. 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, model-based investment approach supported by centralized custody and operational systems.

Kyle Klepsch is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2016. 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 and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Tiger Stidnick is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2018 and Charles Schwab Bank, SSB since 2021. Prior to joining Schwab, he was employed at GoDaddy.com, LLC for two 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Obiora Tagbo is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, preceded by roles at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2019. Outside of his advisory work, he co-owns a residential rental property with his wife. Charles Schwab 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 combines non-discretionary and discretionary advisory offerings, multi-asset model portfolios, and alternative investment options supported by centralized operational and supervisory infrastructure.

Kevin Anderson is a financial advisor at Charles Schwab with 22 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab since 1999 and Charles Schwab Bank since 2007. Outside of his advisory role, he is involved with a local church finance committee and operates a small catering business. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment strategies supported by centralized operational and custody infrastructure.

Daniel Paliga is a financial advisor with Charles Schwab in Oak Brook, IL, holding a Series 66 license and having one year of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab Premier Bank, and Rapid Business Plans. Outside of finance, he has worked in the food service industry with Doughnut Co. and Buenas Nachos. 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research and due diligence on alternative investments.

David Kelly is a financial advisor with Charles Schwab who holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Fidelity Investments and Merrill. He is currently based in Oak Brook, 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, combining non-discretionary advice with access to discretionary SMA portfolios and alternative investment options.

Michele Davis is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2019, following five years at DWS Investments Distributors, Inc. Outside of her advisory work, Michele owns a rental property listed through VRBO. 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 and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and maintains a centralized operational structure supporting advisory, brokerage, and custody services.

Hogan Marshall is a CFP®-designated financial advisor with Charles Schwab, based in Oak Brook, IL, and has four years of industry experience. His work history includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021, as well as prior positions at Brooksource, Kingland Systems, Young Henrys, Health Partners, and Iowa State University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advice with access to discretionary separately managed accounts and a broad range of integrated brokerage, custody, and advisory services.