Keith Kisby is a financial advisor with Charles Schwab and Co., Inc. in Omaha, NE, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, including 18 years with Ameritrade before joining Schwab in 2022. 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 a non-discretionary advisory model with access to discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Cody Daeges is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and five years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade from 2021 to 2023 and has held positions with the Nebraska Department of Correctional Services, Courtyard Marriott, and Omaha Steaks. 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 and discretionary investment options, leveraging multi-asset model portfolios and centralized operational support.

Joshua Carmean is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade for 16 years before joining Charles Schwab. Based in Omaha, NE, he has been with Charles Schwab since 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by extensive research and due diligence.

Jordan Engen is a financial advisor at Charles Schwab in Omaha, NE, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade from 2014 to 2022 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Nicole Cox is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes 20 years at TD Ameritrade, Inc. and several years with Charles Schwab and Charles Schwab Bank. She 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 related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized operational and supervisory infrastructure.

Jeffrey Granneman is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade for 15 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering investment advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm features a combination of non-discretionary and discretionary advisory models and centralized operational support.

Joshua Ward is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, and other organizations, as well as engagement with nonprofit groups such as the Mennonite Central Committee and United Way Suncoast. 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 multi-asset model portfolios and centralized custody and brokerage services.

Melita Reineke is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her work history includes 18 years at TD Waterhouse Investor Services, Inc., and she has been with Charles Schwab and Charles Schwab Bank since 2023. 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. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and research-driven investment guidance.

Joshua Rodenburg is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at TD Ameritrade, Securities America, Inc., and an unrelated earlier employment at Cracker Barrel. 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 combines non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Jacob Shimerdla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. He previously worked at TD Ameritrade for 16 years before joining Charles Schwab in 2023. Outside of his advisory role, he is involved in a local agriculture business, Daniel's Produce, where he helps sell produce at a farmers market. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with centralized custody and order-routing services.

Thomas Kenny is a financial advisor with Charles Schwab in Omaha, Nebraska, holding a Series 66 designation and 13 years of industry experience. Prior to joining Schwab in 2023, he worked at TD Ameritrade for 10 years. Outside of his advisory role, he is involved in graphic design and photography, providing services to small local businesses and working as a design and editing lead for Griffin Drone Solutions. 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 access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational structures.

Juliane Starner is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has worked with Ameritrade, Inc. for 20 years before joining Charles Schwab and Charles Schwab Bank, SSB 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized supervisory, custody, and operational infrastructure.

Blake Linsea is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and has experience in the hospitality industry at Roja Mexican Bar and Grill. 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 advisory services and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Jacob Pope is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at TD Ameritrade, Catch Intelligence, and the University of Nebraska Lincoln, as well as service in the United States Navy. He is based in Omaha, NE. Charles Schwab primarily serves 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, offering multi-asset model portfolios and a centralized operational structure.

Kira Will is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Charles Schwab, she worked at TD Ameritrade and has background experience in physical therapy and staffing. Outside of her advisory role, she is involved in food delivery services through DoorDash. Charles Schwab & Co. 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 offers a combination of non-discretionary advisory guidance and access to affiliated discretionary portfolios, supported by a large, integrated operational platform.

Dalton Meckna is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following eight years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and provides a multi-asset investment approach supported by extensive research and centralized operational support.

Collin O'Connor is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior work includes positions at TD Ameritrade, Compass Financial Resources, and Security First 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Jonathan Kimbrough is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Charles Schwab Bank SSB, Charles Schwab and Co., Inc., and TD Ameritrade. Prior to entering the financial sector, he worked at Radisson Hotel Group for six years. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a multi-asset model portfolio approach supported by its financial research and alternative investment programs.

Jonathan Duff is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and has a background that includes roles at Well Rooted Gardens and Novozymes. 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 both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and a centralized operational platform.

David Dalrymple is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Charles Schwab in 2023, he worked at Ameritrade, Inc. for 20 years. Outside of finance, he has worked as a casino supervisor and dealer at Caesars Entertainment Corp since 2003 and is part owner of a bar, where he assists with hiring, training, and management. 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, offering both non-discretionary and discretionary investment solutions within an integrated operational structure.