Jason Marr is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. He previously worked at TD Ameritrade for 13 years before joining Charles Schwab. Outside of his advisory role, he serves as head coach for a U9 girls soccer team with the Omaha United Soccer Club. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory program. The firm’s investment approach includes multi-asset model portfolios with both non-discretionary and discretionary management options.

Joseph Potratz is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He previously worked at TD Ameritrade Investment Management, LLC, and TD Ameritrade, Inc. before joining Charles Schwab in 2022. 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 multi-asset model portfolios supported by centralized supervision and a formal alternative-investment process.

Renee Johnson is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 designation. Her prior work includes roles at TD Ameritrade, Raymond James & Associates, and CenterPoint Financial Group. 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’s investment approach combines primarily non-discretionary client relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and integrated operational and custody services.

Kevin Spellman is a financial advisor at Charles Schwab with nine years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior work includes roles at TD Ameritrade and Ruffalo Noel Levitz. Charles Schwab 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 investment guidance with access to discretionary separately managed accounts and offers a centralized operational structure supporting its extensive client coverage.

Paul Bradford is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes seven years at TD Ameritrade and roles at Charles Schwab and Charles Schwab Bank since 2024. Outside of finance, he is president and trainer at Nebraska Firearms Academy, where he teaches firearm use and concealed carry laws. 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 guidance using multi-asset model portfolios and maintains a large integrated structure with centralized custody and operational support.

Blake Griffiths is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at TD Ameritrade from 2015 to 2023 before joining Charles Schwab. 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 guidance, leveraging multi-asset model portfolios and a formal alternative investment program within an integrated operational structure.

Eric Thomas is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023, previously serving seven years at TD Ameritrade and one year at Stroud's. He is based in Omaha, NE. 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 non-discretionary advisory relationships with access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational support.

Daniel Reynoso is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at TD Ameritrade and has held roles in various other companies including Renewal by Anderson and Lincoln Premium Poultry. 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 a mix of non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and an integrated operational structure.

Tyler Marion is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials with three years of industry experience. He previously worked at TD Ameritrade and has held various roles outside the financial services sector. Charles Schwab serves a large client base primarily 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and an integrated operational structure.

Jason Carrig is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Dordt University and Oak Hills Country Club. He has also been involved with American Legion Post 291. 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 support and access to discretionary separately managed accounts, using multi-asset model portfolios and a structured investment guidance process.

Peter Conrad is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Judge Group and Egis Technologies. 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab Center for Financial Research.

Matthew King is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at TD Ameritrade and various positions in different industries before joining Charles Schwab in 2022. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Meaghan Kruse is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her career includes six years at TD Ameritrade and two years at Intertel Inc prior to joining Schwab in 2023. 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 employs multi-asset model portfolios with strategic allocations and alternative investment offerings.

Danel Klepper Lewis is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Merrill, Bank of America, and Echo Lewis. 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 a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Steve Adams is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 17 years of industry experience. He worked at TD Ameritrade, Inc. for 16 years before joining Charles Schwab in 2023. Outside of his advisory role, he pursues woodworking, building furniture and cabinets. 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, offering a multi-asset model portfolio approach supported by centralized custody and operational resources.

Joseph Hoeschen is a financial advisor with Charles Schwab in Omaha, Nebraska, holding Series 63 and Series 66 licenses and 19 years of industry experience. He worked at TD Waterhouse Investor Services Inc. for 15 years before joining Charles Schwab in 2021. 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 investment recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and use of multi-asset model portfolios supported by centralized custody and operational services.

Craig Fabrikant is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he has worked as a driver for Uber Technologies since 2015. 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 provides integrated brokerage, custody, and cash-sweep services.

Natasha Mc Farland is a CFP® professional with six years of industry experience, currently advising at Charles Schwab & Co., Inc. in Omaha, NE. Her prior experience includes roles at Northwestern Mutual, Morgan Stanley, and RBC Capital Markets among others. 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 discretionary separately managed accounts and integrates a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Matthew Ramsey is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade, Inc. from 2010 to 2023. Outside of advising, he works as a notary and loan signing agent and operates an online retail reselling business on Amazon. 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 services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with centralized custody and brokerage services.

Robert Marmo is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade, Soaring Wings Vineyard, and Chesterman Coca Cola. Outside of advising, he creates board game content through streaming and podcasts and is the founder and CEO of a company developing board game applications. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated and multi-asset investment programs.