Yevgeny Veksler is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 63 and Series 66 designations and bringing nine years of industry experience. His career includes roles at Fidelity Investments, Fisher Investments, Wells Fargo, Bank of America, and Merrill. 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 discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Justin Rogin is a financial advisor at Charles Schwab with 21 years of industry experience. He has worked at Charles Schwab since 2006 and holds the Series 66 designation. Charles Schwab & Co., Inc. 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 guidance and access to discretionary separately managed accounts, with a multi-asset investment approach supported by centralized custody and operational infrastructure.

Jaime Llanos is a Series 66-credentialed financial advisor at Charles Schwab with two years of industry experience. His prior roles include positions at Merrill Lynch and Natixis, among others. He works out of Orlando, Florida. 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 investment guidance via multi-asset model portfolios and offers both non-discretionary and discretionary advisory options through affiliated entities.

Branden Murphy is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab since 2022, following a decade at TD Ameritrade. Based in Orlando, FL, he provides advisory services within Schwab’s wealth management platform. 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 options via multi-asset model portfolios and maintains a centralized operational structure supporting a large client base.

Tyler Van Donge is a CFP® certificant with 16 years of experience in the financial services industry. He is currently with Charles Schwab in Orlando, FL, where he has worked in various capacities since 2016. His prior experience includes roles at Merrill, Truist Investment Services, and Chase Investment Services Corp. 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 a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized operational infrastructure.

Alyssa Gargiulo is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, she held roles at companies including DICK’s Sporting Goods, Tractor Supply Co., and the Florida Fish and Wildlife Conservation Commission. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated brokerage, custody, and advisory services with both non-discretionary and discretionary investment options.

James Betances is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019. Prior to his current role, his career includes positions at Amazon, Garden State Securities, West Park Capital, and several other firms. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Alexander Livingston is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Apex Systems, Amazon, and Hilton Worldwide. 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.