Eric Choat is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade for 15 years before joining Schwab in 2023. Outside of his advisory role, he serves as a tour guide for vision-impaired travelers through Mind's Eye Travel. Charles Schwab primarily serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts via affiliated investment management. The firm is notable for its scale, integrated service model, and a distinctive operational structure that includes alternative investment due diligence and centralized custody.

Mark Korson is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and six years of industry experience. He previously worked at TD Ameritrade and has experience in various roles outside finance, including positions at Gamlin Whiskey House, Triumph Bar and Grill, and Narwhal's Urban Crafted Ice. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment models.

Joseph Lane is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has previously worked at TD Waterhouse Investor Services, Inc. and Ameritrade Inc. Outside of his advisory role, he has worked as a DoorDash delivery driver. 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, financial planning, and custody services.

Stephanie Gifford is a financial advisor with Charles Schwab & Co., Inc. in Omaha, NE, holding Series 63 and Series 66 certifications and bringing 14 years of industry experience. Her prior roles include eight years at UBS Financial Services Inc. and several years with Wells Fargo Advisors and other financial firms. 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 employs a multi-asset investment approach supported by in-house research and alternative investment offerings.

Jonathan Gredy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2022, and previously worked at Ameritrade, Inc. from 2004 to 2022. Based in Omaha, NE, his current roles include positions at Charles Schwab Trust Bank, Charles Schwab Premier Bank, and Charles Schwab Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. Schwab’s approach includes primarily non-discretionary client relationships supplemented by access to discretionary separately managed accounts and multi-asset model portfolios supported by in-depth due diligence.

Timothy Skillman is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Mattson Financial Services. Outside of his professional responsibilities, he volunteers at the Nebraska Humane Society, assisting with dog walking and kennel maintenance. 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 client relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Alexander Augustyn is a financial advisor with Charles Schwab based in Omaha, NE, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management and Td Ameritrade, as well as working at Tanners Bar and Grill as a bartender. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Jacob Hudec is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Schwab in 2023, he worked at TD Ameritrade for one year and spent six years at Jimmy John's. 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 management, supported by multi-asset model portfolios and a centralized operational structure.

Austin Endorf is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Charles Schwab, he worked at Frontier Bank for two years and has a background that includes roles in education and other industries. 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 both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative investment program, supported by a large integrated operational structure.

Michaela Richardson is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials with seven years of industry experience. She previously worked at TD Ameritrade for five years and has a background that includes several years at Toppers Pizza. Charles Schwab 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research.

Dennis Patterson Jr. is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade for 24 years. Outside of his advisory role, he is involved in a service business delivering and managing bounce house rentals and overseeing a multi-faceted events company that provides event hosting, party equipment rentals, and photography services. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operational and custody services.

John Pitschka is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following a decade at TD Ameritrade. 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 provides integrated brokerage, custody, and financial planning services with a focus on multi-asset model portfolios and alternative investments.

Colton Dean is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at TD Ameritrade and Lincoln Federal Savings Bank. 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 blend of non-discretionary advisory and discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Justin King is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab in 2023, he worked at TD Ameritrade and First National Bank of Omaha, among other roles. Outside of finance, he has a seven-year ongoing involvement with Lyft. 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 management with a multi-asset model portfolio approach supported by centralized operational and supervisory structures.

Chad Mcconachie is a financial advisor at Charles Schwab in Omaha, NE, holding a Series 66 designation with 19 years of industry experience. He previously worked at Ameritrade from 2006 to 2023 before joining 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by strategic asset allocation models and due diligence on alternative investments.

Summer Bethune is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and six years of industry experience. Her prior roles include positions at TD Ameritrade, Nelnet Diversified Solutions, and Benchmark Redevelopment Inc. She has worked at Charles Schwab and Charles Schwab Bank SSB since 2023. 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 provides a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investments.

Stephanie Bolter is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and bringing nine years of industry experience. She previously worked at TD Ameritrade for eight years before joining Charles Schwab in 2023. Outside of her advisory role, she is a member of Complete Curb Appeal LLC, where she manages some administrative duties. 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 brokerage services. The firm’s integrated structure and extensive scale provide clients with access to multi-asset model portfolios, alternative investments, and centralized custody and order-routing.

Nickolas Degarmo 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure.

Brian Ard 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 prior roles include positions at TD Ameritrade, Air Capital Finance, and Scholfield Corporate, as well as involvement with the YMCA of Wichita Kansas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management, financial planning, and custody services supported by a multi-asset model portfolio approach and centralized operations.

Jordan Meyer is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab, he worked at TD Ameritrade, Berkshire Hathaway Homestate Companies, and Polaris Industries. 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 discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.