Phillip Pogue is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He previously worked at TD Ameritrade from 2008 to 2022 before joining Charles Schwab in 2022. 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 solutions, combining centralized custody and operational infrastructure with a multi-asset model portfolio approach.

Rebecca Melia Vinderslev is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked at Charles Schwab since 2021 and previously spent 14 years at TD Ameritrade. 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, offering both non-discretionary and discretionary investment management services supported by a multi-asset portfolio approach and centralized operational infrastructure.

Lukas Klueber is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade, Edward Jones, and CMG Financial. Outside of his advisory work, Klueber serves as a contracted umpire for NCAA, NFHSA, and USA Softball. 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, combining non-discretionary advisory models with access to discretionary separately managed accounts and alternative investments.

Kevin Dalke is a financial advisor with Charles Schwab & Co. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His career includes roles at TD Waterhouse Investor Services, Inc. and Ameritrade, Inc. 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Paul Rathbun is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at TD Ameritrade and Metro Community College. 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 solutions, combining centralized custody and brokerage services with multi-asset model portfolios and a formal alternative-investment process.

Amanda Spicka is a financial advisor at Charles Schwab in Omaha, NE, with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. from 2017 to 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Marye Dalton is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., TD Ameritrade, TD Bank, and Scottrade 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options, supported by a large integrated operational platform.

Maggie Hoops is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at TD Waterhouse Investors Services Inc. for 15 years before joining Charles Schwab in 2021. Outside of advisory work, she is a co-owner of two construction companies and serves on the Board of Directors for the College World Series of Omaha, 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

Alexander Meissner is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at TD Ameritrade and The Cheesecake Factory. Meissner 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kelly Peklo is a financial advisor at Charles Schwab with 20 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2021, following a 13-year tenure at TD Ameritrade. Outside of her advisory role, she leads the Religious Education program for parishioners in grades K-8 at Mary Our Queen Parish in Omaha. 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 options, combining strategic asset allocation with alternative investment opportunities, supported by a centralized operational structure.

Nicholas Hartung is a financial advisor with Charles Schwab holding a Series 66 designation and 16 years of industry experience. He previously worked for TD Ameritrade from 2010 to 2024 before joining Charles Schwab in 2024. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios along with centralized custody and brokerage services.

Cameron Irwin is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 registrations with five years of industry experience. His background includes roles at Charles Schwab, TD Ameritrade, Doordash, and other organizations. Outside of finance, he is the CEO of Augment LLC, a company that creates and sells digital products related to health, fitness, and personal development. 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 combines non-discretionary advisory relationships with discretionary separately managed accounts and offers access to alternative investments through a centralized, integrated platform.

Noah Voi is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. His background includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior work outside the financial industry. 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 model portfolio approach supported by research from Schwab Center for Financial Research.

Jerod Madden is a financial advisor with Charles Schwab and holds a Series 66 designation. He has six years of industry experience, including prior roles at TD Ameritrade and Thrivent Financial, as well as service in the U.S. Army. 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 advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Alexandre Lerouge is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he worked at TD2, Omni Hotels and Resorts, and Aksarben. He 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Michael Foral is a CFP® professional with nine years of industry experience. He is currently with Charles Schwab in Omaha, NE, where he has worked since 2018 through both Charles Schwab and its predecessor, TD Ameritrade. Outside of his advisory role, he serves as an umpire for the Premier Sports Officials Association. 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, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach and detailed due diligence on alternative investments.

Komlan Dagnon is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Charles Schwab Trust Bank, Charles Schwab & Co., TD Ameritrade, and Mutual of Omaha, and serves in the US Navy Reserve. Outside of finance, he is a partner in a food catering business assisting his spouse. 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 scale with integrated advisory, brokerage, custody, and cash-sweep services.

Christopher Blue is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He worked at TD Ameritrade, Inc. for 15 years before joining Charles Schwab in 2022. 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 guidance, utilizing multi-asset model portfolios, alternative investment options, and centralized custody and order-routing services.

Morgan Traylor is a financial advisor at Charles Schwab with nine years of industry experience. He previously worked at TD Ameritrade and Von Maur before joining Charles Schwab in 2023. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure.

Cortny Tyler is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. Her prior work includes roles at TD Ameritrade and Club Pilates. 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 investment services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operational and supervisory structures.