Anthony Romano is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following a 13-year tenure at TD Ameritrade. Romano is based in Omaha, Nebraska. 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 offers centralized custody, brokerage, and cash-sweep services.

Emily Greitens is a financial advisor with Charles Schwab & Co., Inc. in Omaha, Nebraska, holding the Series 63 and Series 66 designations and bringing nine years of industry experience. Her prior roles include positions at TD Ameritrade and Empower Financial Services. 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 offers a multi-asset investment approach supported by centralized custody and operational resources.

Kevin Loken is a financial advisor with Charles Schwab based in Omaha, NE, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. His career includes roles at Charles Schwab Trust Bank, Charles Schwab Premier Bank, Charles Schwab Bank, Schwab, TD Waterhouse Investor Services, and Ameritrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment services, utilizing multi-asset model portfolios, alternative investment options, and cash-sweep mechanisms within an integrated operational structure.

Coleman Le Bron is a CFP® with four years of industry experience currently serving as a financial advisor at Charles Schwab. His work history includes roles at Charles Schwab Bank, SSB, Mindlance Inc., and positions in education at the University of Nebraska and other institutions. 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 portfolios, offering multi-asset model portfolios and centralized custody and order-routing services.

Tiffany Song is a CFP® certificant with eight years of industry experience, currently advising at Charles Schwab in Omaha, NE. She has worked at Charles Schwab and Charles Schwab Bank since 2019, and previously spent four years at TD Ameritrade. Outside of her financial career, she has been involved with Bogie's Bar and Grill-West since 2010. 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 employs a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Lisa Fujii is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Woodmen Financial Services. Outside of her advisory role, she has been involved as a youth group leader at Lakeview Bible Church and has supported youth baseball activities as a team parent and fundraiser organizer. 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 both non-discretionary and discretionary investment options, supported by centralized custody and operational infrastructure.

Ryan Foster is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 21 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2022 and previously spent over 15 years at TD Ameritrade. 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 related 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 supported by centralized custody and operational infrastructure.

Marilyn Pysh is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked for TD Ameritrade Inc. for 12 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 and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance using multi-asset model portfolios and due diligence on alternative investments.

Zachary Braun is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Charles Schwab since 2023 and was previously with TD Ameritrade, Inc. for 16 years. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Christopher Fili is a financial advisor at Charles Schwab with 15 years of industry experience. His prior work includes roles at TD Ameritrade, Frontline Private Security, and the Steve Hallmark Agency of Allstate. Outside of finance, he teaches drums and percussion as an artist instructor for the 402 Arts Collective. Charles Schwab & Co., Inc. provides wealth advisory and financial planning services primarily to high- and ultra-high-net-worth individuals through a combination of non-discretionary and discretionary investment programs, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Sean Manley is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade and Lessman Electric Supply Co, as well as seven years at Red Robin. 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 investment options, delivering multi-asset model portfolios supported by centralized supervisory, custody, and order-routing arrangements.

Mary Faber is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to Schwab, she worked at TD Ameritrade for three years and has experience with family farming operations. Outside of her advisory role, she helps occasionally with farm work on her family’s farm. 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 models with access to affiliated discretionary separately managed accounts and a range of alternative investments.

Mustansar Mazhar is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 registrations and 11 years of industry experience. He previously worked at TD Ameritrade and Charles Schwab Bank, SSB. Outside of his advisory role, he owns an e-commerce drop shipping business on Amazon through Mike Raf LLC. 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 solutions, leveraging multi-asset model portfolios and alternative investment options supported by in-house research.

Zachary Hansen is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, he worked at Modern Woodmen of America and has experience in roles outside finance, including as a bartender at Clubhouse Lounge. 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 services with an emphasis on multi-asset model portfolios and integrated custody and brokerage solutions.

Stephen Harley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Ameritrade for 26 years before joining Charles Schwab in 2022. Based in Omaha, NE, he has been with Schwab for four years. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-depth due diligence and centralized operational support.

Craig Timmons 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 his current roles at Charles Schwab and Charles Schwab Bank, he worked at TD Ameritrade and has experience at Nebraska Wesleyan University and Children's Hospital of Omaha. 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, combining periodic investment recommendations with access to discretionary separately managed accounts and multi-asset model portfolios.

Scott Flesher is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., and TD Ameritrade, among others. He has also been involved with the Nebraska Republican Party and worked briefly in the automotive and rideshare sectors. 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 SMAs and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Jared Koch is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 16 years of industry experience. He previously worked at TD Ameritrade and its affiliates for over a decade before joining Charles Schwab. Outside of his advisory role, he is a partner in BOSK Ventures LLC, a real estate business in Omaha. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary financial planning and access to discretionary separately managed accounts with a multi-asset investment approach.

Jada Woolridge is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 registrations and nine years of industry experience. She previously worked at TD Ameritrade for six years and The Nebraska Masonic Home for one year. 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 offers multi-asset model portfolios supported by research and a formal alternative-investment process.

Joseph Pattrin is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes ten years at TD Ameritrade and roles within Charles Schwab and Co., Inc. He is also involved with Baby Blue Sushi, an enterprise he has been associated with since 2010. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a multi-asset class investment approach supported by centralized custody, trading, and a formal alternative-investment process.