Alexander Sweeney is a financial advisor at Charles Schwab with eight years of industry experience. He previously worked at TD Ameritrade, INC. for seven years. Outside of his financial career, he has been involved with Oil & Water Deck Refinishing since 2013. 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 has a centralized operational structure supporting a large client base.

Bradley Park is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Advisor Group, Inc., Ladenburg Thalmann Financial Services, Inc., and Securities America. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning through its integrated wrap fee programs and affiliated services. The firm’s model combines non-discretionary advice with access to discretionary separately managed accounts and incorporates multi-asset portfolios and alternative investments vetted by its research center.

Jessica Johnson is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade and Von Maur. Johnson 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. Schwab’s investment approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-house research and alternative investment diligence.

Amy Way is a financial advisor at Charles Schwab in Omaha, NE, with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade and Alorica. Outside of finance, she runs a small online business selling jewelry and jewelry supplies. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with a large scale and integrated service model.