Joseph Krause is a financial advisor with Charles Schwab located in Omaha, NE. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2025. Prior to joining Schwab, he worked in various roles including positions at Brunswick Bowling and Maryville Community Center. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Sean Higgins is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His career includes roles at TD Ameritrade Inc. from 2013 to 2024 and at Charles Schwab since 2022. Charles Schwab & Co., Inc. serves a broad 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 discretionary separately managed accounts, employing multi-asset model portfolios, strategic asset allocation, and due diligence on alternative investments.

Charles Brandt is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of the West, TD Ameritrade, and Wells Fargo Advisors. Brandt is based in Omaha, NE. 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 discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized custody and order-routing arrangements.

Grant Stoll is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to his current role, he worked at Charles Schwab Bank, SSB and has a background including roles at HyVee, Modis, and in woodworking and education. 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 and discretionary investment management services with a multi-asset model portfolio approach and integrated custodial and brokerage operations.

William Bassett is a financial advisor with Charles Schwab in Omaha, NE, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and LPL Financial. Outside of his advisory work, he is involved with BeccaBill Media LLC, a content creation business focused on lifestyle and social media influencing. 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 and discretionary investment options within a large, integrated platform.

Samson Callahan is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he held roles at Topstep LLC, Apex Trader Funding, Tradeify, and other companies across various industries. 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 centralized custody and order-routing services.

Deanna Sherman is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2008. 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 discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Jennifer Warren is a financial advisor at Charles Schwab with Series 66 credentials. She has experience at Charles Schwab & Co., Inc. since 2023 and previously worked for 25 years at Igel Orthodontics. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Tien Cheek is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Charles Schwab in 2024, Cheek worked at D.A. Davidson & Co., Fidelity Investments, and USAA. 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 SMAs and offers a centralized structure for custody, order routing, and alternative investment due diligence.

Paul Jacobs is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Charles Schwab, where he has worked since 2022, and previously spent over two decades at TD Ameritrade. Jacobs holds Series 63 and Series 65 licenses and is based in Omaha, NE. 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 both non-discretionary and discretionary investment management solutions, combining multi-asset model portfolios with alternative investment options, supported by a centralized operational and supervisory structure.

Amanda Simmons is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at TD Ameritrade and Charles Schwab Bank. 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 is notable for its scale, integrated service model, and use of multi-asset model portfolios with periodic investment guidance.

Edward Shuss is a CFP® and Series 66-registered financial advisor with Charles Schwab in Omaha, NE, with three years of industry experience. His prior work includes roles at Amazon, Heritage Financial Services, and six years at Omaha Country Club. Outside of advising, he works as a Nebraska Public Notary and bartends for private events. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts alongside integrated brokerage and custody solutions.

Joseph Vonnahme is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of his advisory roles, he has experience with entrepreneurial activities including involvement in Swell Spark (Get Out: Omaha). 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Dylan Olsen is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB and D&A Enterprises, LLC, as well as positions outside the financial sector at Coca Cola and other companies. 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, offering a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational services.

Cody Greeb is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 15 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab and Co., Inc. since 2022, following 12 years at TDAmeritrade Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals with wrap fee advisory programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers centralized custodial and brokerage services.

Francis Manhart is a Series 66-licensed financial advisor with Charles Schwab in Omaha, NE, and has one year of industry experience. His prior work includes roles outside the financial industry, such as positions in education and various service-related businesses. 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 supported by centralized custody and operational infrastructure.

William Vosik is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Charles Schwab since 1999 and with Charles Schwab Bank 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational services.

Jeremy Livingston is a CFP® professional with four years of experience in the financial services industry. He is currently affiliated with Charles Schwab in Omaha, NE, and has held roles at Charles Schwab Bank SSB, TD Ameritrade, and previously worked outside finance in the healthcare and food service sectors. 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 offers a hybrid advisory model combining non-discretionary guidance with access to discretionary separately managed accounts and uses a multi-asset portfolio approach supported by centralized operational infrastructure.

Adam Evans is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and having 18 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2013 and previously spent one year at TD Ameritrade Inc. Outside of his advisory role, Evans owns and manages a rental property. Charles Schwab serves a large client base mainly 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 and provides multi-asset model portfolios supported by in-house research and a formal alternative-investment review process.