Joshua Laughlin is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for nine years before joining Charles Schwab. 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 options, combining multi-asset model portfolios with centralized custody and operational support.

Kelly Coffey is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade Investment Management and Home Instead. 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 client relationships are mainly non-discretionary, with investment guidance delivered via multi-asset model portfolios and access to discretionary separately managed accounts offered by an affiliate.

Anthony Debates is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Charles Schwab Bank, SSB, CHARLES SCHWAB and CO., INC., TD Ameritrade, U.S. Bank, IES Industrial, and Watts Electric. 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 investment approach supported by Charles Schwab Investment Management and the Schwab Center for Financial Research.

Thomas Gibson is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank SSB since 2023 and Charles Schwab & Co., Inc. since 2011. He also has experience with TD Ameritrade, where he worked from 2011 to 2024. 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custody and order-routing arrangements.

Mary Rivas is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 registrations and 17 years of industry experience. She previously worked at TD Ameritrade from 2006 to 2022 and has been with Charles Schwab since 2022. Outside of finance, she owns a home renovation business focused on residential remodeling and serves as a volunteer advocate for CASA in Douglas County. 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 financial planning and access to discretionary separately managed accounts. Schwab's integrated, large-scale platform provides centralized custody and brokerage services along with a robust alternative investments program.

Olle Aakermark is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His prior experience includes roles at Fidelity Investments, World Financial Group, and Joe's Waterfront. 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. Schwab offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Brandon Bailey is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade for 11 years before joining Schwab. Outside of his advisory role, he serves as treasurer for Assistance Dogs of the Heartland, a nonprofit that provides and trains assistance dogs, and owns a pet boarding business. 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 discretionary separately managed accounts and a multi-asset investment approach.

Micheal Minnich is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Aerotek, Valiant Studios, Advantage Solutions, and First Presbyterian Church of Findlay OH. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Dalton Gray is a financial advisor at Charles Schwab with five years of industry experience. He previously worked at TD Ameritrade for three years and spent nine years at McDaniel Wallquist Construction prior to entering the financial sector. He holds Series 63 and Series 66 credentials. 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 options, supported by centralized custody, research, and operational infrastructure.

Diezeas Calbert is a financial advisor with Charles Schwab & Co., Inc. holding Series 63 and Series 66 licenses and has 13 years of industry experience. He has worked at Charles Schwab since 2022 and previously at TD Ameritrade, Inc. from 2012 to 2024. Outside of his advisory role, Calbert plays professional arena football as a cornerback for the Omaha Beef and coaches freshman high school football at Creighton Prep. 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 management supported by multi-asset model portfolios and centralized operational structures.

Chad Spady is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously spent 14 years at TD Ameritrade before joining Charles Schwab in 2023. Outside of his advisory role, he serves as treasurer of a church men's club and acts as executor for an estate distribution. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary advisory models with access to discretionary separately managed accounts and a formal alternative investment process.

Jed Schoedel is a CFP® professional with 13 years of industry experience, currently advising clients at Charles Schwab since 2023. He previously worked at TD Ameritrade for 11 years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through integrated wrap fee programs and managed accounts. The firm’s model emphasizes primarily non-discretionary client relationships with access to discretionary separately managed accounts and a multi-asset investment approach supported by in-house research and alternative investment options.

Nicole Ebbesmier is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Kailey Jaros is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing three years of industry experience. Her prior work experience includes four years at Fareway and roles outside the financial sector. 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 accounts and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by centralized operations and a diverse range of alternative investment options.

Valerie Miller is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Muriel Siebert & Co., LLC and StockCross Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services. The firm combines a large client base with an integrated structure that includes brokerage, custody, and advisory services.

Amanda Therkildson 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 prior work includes roles at TD Ameritrade, Lyft, Uber, Kohl’s, and Strategic Health Solutions. 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, delivering investment guidance using multi-asset model portfolios and research from the Schwab Center for Financial Research.

Spencer Southwell is a financial advisor with Charles Schwab and Co., Inc. in Omaha, Nebraska, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at TD Ameritrade for 16 years before joining Schwab. Southwell serves as a board member of Gretna Elite Academy, a nonprofit organization. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by a centralized custody and operational infrastructure.

Zachary Churchich is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior roles include positions at TD Ameritrade, Inc. and Northwestern Mutual. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and operational infrastructure.

Matthew Barros is a CFP® with nine years of experience in financial advising, currently affiliated with Charles Schwab. His work history includes roles at Charles Schwab Bank SSB, Charles Schwab and Co., Inc., and TD Ameritrade. In addition to his financial career, he has been involved with NRG Media since 2015. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of 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 discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by research and alternative investment due diligence.

Spencer Vauthier is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Greystar Properties, and Pierce Education Properties. 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 discretionary separately managed accounts and centralized custody and brokerage services.