Joseph Jamiolkowski is a financial advisor at Charles Schwab in Oak Brook, IL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Schwab, he was employed at the Mizzou Recreational Facility and the C.W. Avery YMCA. 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’s investment approach includes both non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment evaluation process.

Christopher Quinn is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following a 17-year tenure at TD AMERITRADE Inc. He has also been involved with ISD 41 since 2005. 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, leveraging multi-asset model portfolios and alternative investment options within a large integrated client service platform.

Nathan Nelson is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Scottrade, TD Ameritrade, and Charles Schwab. Outside of his advisory role, he serves as a trustee and estate executor for a family trust. 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’s investment approach combines non-discretionary client guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research-driven alternative investments.

Lucas Murphy is a financial advisor with Charles Schwab in Oak Brook, IL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, Ariel Investments, and Chipotle. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm emphasizes an integrated structure with multi-asset model portfolios and alternative investment options.

Greg Kyles is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at TD Ameritrade, Inc. and Broker Dealer Financial Services Corp. He is currently based in Oak Brook, 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative investment process.

James Ballor is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 31 years of industry experience. His prior work includes roles at TD Ameritrade, JP Morgan Securities, Mariner Wealth Advisors, and several banking institutions. Outside of his advisory work, he teaches jiu jitsu instruction on a part-time basis. 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. Schwab offers a mix of non-discretionary and discretionary investment options supported by strategic asset allocation and an integrated operational structure.

Mazin Nabulsi is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade and TEK Systems. Outside of finance, he has been involved with Varsity Tutors for nine years. 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.