Melissa Rush is a financial advisor with Charles Schwab who holds a Series 66 designation and has 13 years of industry experience. She previously worked at TD Ameritrade for 10 years before joining Charles Schwab in 2022. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Joseph Truscott is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His work history includes roles at Charles Schwab Trust Bank since 2023, Charles Schwab since 2022, and TD Ameritrade from 2006 to 2024. Based in Omaha, NE, he serves clients through Schwab’s comprehensive wealth management platform. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, 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 options.

Bradley Alexander is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Charles Schwab and related entities since 2022 and previously spent eight years at TD Ameritrade Investment Management and TD Ameritrade, Inc. 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’s model combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and due diligence-supported alternative investments.

Geoffrey Brennan is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab and its affiliated entities since 2022, following an 18-year tenure at TDAmeritrade. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Benjamin Wilson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He previously worked at TD Ameritrade for nine years before joining Charles Schwab in 2022. Outside of his advisory work, he assists with his wife's online craft and thrift sales business, Allison's Obsessions LLC. 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 supported by a large-scale, integrated operational structure.

Matthew Ronco is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for TD Ameritrade for 16 years. Outside of finance, he contributes as an anonymous data annotator for AI models, focusing on technology and creative writing. Charles Schwab 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 discretionary separately managed accounts and provides a centralized operational structure across its large client base.

Jacob Daniels is a financial advisor with Charles Schwab, holding a Series 66 designation and 13 years of industry experience. He previously worked at TD Ameritrade for 10 years before joining Charles Schwab, where he has been since 2023. 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 investment guidance and access to discretionary separately managed accounts, leveraging a multi-asset model portfolio approach supported by extensive research and a distinctive operational structure.

Jason Page is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Schwab in 2024, he worked at TD Ameritrade, Inc. for six years. Outside of his advisory role, he serves as a substitute teacher for Omaha Public Schools, where he supervises and presents lessons in a high school environment. Charles Schwab 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 advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Shane Synowiecki is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Td Waterhouse Investor Services, Inc. and Ameritrade, Inc. He is based in Omaha, NE. 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 and discretionary investment guidance using multi-asset model portfolios and maintains an integrated structure that supports a large client base with centralized custody and brokerage services.

Danielle Hurst is a financial advisor at Charles Schwab with five years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at TD Ameritrade. Outside of finance, she has been involved with Claude's Beautorium since 2014. 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 comprehensive, integrated platform for custody, brokerage, and investment management.

Andre Payson II is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. His career includes roles at TD AMERITRADE Inc. and Ameritrade Inc. Outside of finance, he is involved in competitive gaming as a Fortnite player and pursues writing and self-publishing short stories and poetry. 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 advisory relationships with access to affiliated discretionary separately managed accounts and a structured alternative investment offering.

Stephen Hough is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at TD Ameritrade and Charles Schwab Bank. 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, using multi-asset model portfolios and centralized operational infrastructure.

Joshua Nelson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His prior work includes positions at TD Waterhouse Investor Services, Inc. and Ameritrade, Inc. Joshua is currently based in Omaha, NE. 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 management, leveraging multi-asset model portfolios and alternative investment options within an integrated operational framework.

Emily Doak is a CFA® charterholder with nine years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2011. 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 and offers multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Gregory Pearson is a financial advisor at Charles Schwab with 17 years of industry experience. He previously worked at TD Ameritrade for 15 years before joining Charles Schwab in 2023. Outside of his advisory role, he also works as an Uber and DoorDash delivery driver in San Francisco. 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 supported by multi-asset model portfolios and centralized operational infrastructure.

Cody Mc Daniel is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab in 2021, he worked at Walgreens and Valentinos Pizza. 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 provides integrated advisory, brokerage, custody, and cash-sweep services, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Brianna Chalek is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. Prior to joining Charles Schwab in 2024, she worked at TD Ameritrade from 2016 to 2024. She has concurrent experience at CHI Health Laboratory since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 advisory options supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jason Tellinghuisen is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 10 years before joining Charles Schwab in 2021. Charles Schwab 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 and discretionary investment options, supported by centralized custody and oversight, and serves a large client base through thousands of representatives.

Aaron Ohri is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has four years of industry experience. His prior work includes roles at TD Ameritrade, the University of Nebraska Omaha, and U.S. Bank. 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, offering multi-asset model portfolios and alternative investment options.

Richard Mcarthur is a financial advisor at Charles Schwab with 22 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at TD Ameritrade and Ameritrade, Inc., and he serves as a board member of a foundation focused on asset oversight and governance. 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 and discretionary advisory options, leveraging multi-asset model portfolios and centralized operational infrastructure.