Jie Huang is a financial advisor at Charles Schwab with three years of industry experience. Jie holds a Series 66 designation and has previously worked at Addition Financial CU, LPL Financial, and Trustco Bank. Prior to entering the financial industry, Jie spent seven years in homemaking. 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 a primarily non-discretionary client relationship model with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by centralized operational and supervisory infrastructure.

Paul Mendez is a Series 66 licensed financial advisor with Charles Schwab in Orlando, FL, bringing 17 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2014. 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 a multi-asset model portfolio investment approach.

Trevor Golat is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2014. 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 investment guidance and access to affiliated discretionary managed accounts. The firm’s large scale and integrated structure support a broad client base with centralized custody, advisory, and brokerage services.

Britt Jones is a financial advisor with Charles Schwab based in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Jones has been with Charles Schwab and its affiliated entities since 2006, including roles at Schwab Wealth Advisory, Inc. and Charles Schwab Bank, SSB. 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 guidance and access to discretionary separately managed accounts, supported by a large, integrated operational structure.

Maria Pacheco Key is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory work, she is the managing member of MPK Estates LLC, a business involved in real estate management. 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 relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Rachel Lynch is a financial advisor at Charles Schwab with 13 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2010. The firm 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. Charles Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by its research and alternative investment programs.

Oliver Walker Jr. is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Schwab, he worked in various roles across education, sales, and service industries. 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 investment guidance and access to discretionary separate managed accounts, supported by a multi-asset strategic allocation approach and integrated operational infrastructure.

Travis Kidd is a financial advisor with Charles Schwab & Co., Inc. based in Orlando, FL. He holds the Series 66 designation and began his career with Charles Schwab in 2025. Prior to entering the financial industry, he worked for 25 years at Orange County Fire Rescue. 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 investment approach supported by in-house research and alternative investment options.

Sonia Preston is a CFP® professional with 28 years of industry experience, currently associated with Charles Schwab in Orlando, FL. Her career includes over a decade at Schwab Private Client Investment Advisory, Inc., as well as a tenure at Principal Financial via Allsource. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Ronghui Sun is a financial advisor at Charles Schwab with credentials including Series 63 and Series 65 and one year of industry experience. Prior to joining Charles Schwab, Sun worked at Tailored Management and has experience in education and design sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment guidance and access to affiliated discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

Nicolas Guerrero Campos is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Magnit and Amaru Superfoods SAC. 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 client relationships with access to discretionary separately managed accounts and a structured alternative-investment platform.

Andrew Brink is a financial advisor at Charles Schwab in Orlando, FL, with 12 years of industry experience. He holds a Series 66 designation and has worked across various Schwab entities since 2023, following experience at Wells Fargo from 2012 to 2023. 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Juan Ruiz Saavedra is a financial advisor at Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes roles at TD Ameritrade and Charles Schwab, as well as a four-year period at Baylor University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management alongside integrated brokerage, custody, and cash-sweep services.

Jacob Johnson is a Series 66 licensed financial advisor with Charles Schwab in Orlando, FL, where he has worked for 12 years. He has 10 years of industry experience. Charles Schwab & Co., Inc. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Daniel Rudin is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Charles Schwab since 2011. Outside of his advisory role, he is a 15% owner and silent partner in an online clothing retail business, Sugar This SugarThat 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 combines non-discretionary advisory models with access to discretionary separately managed accounts, offering clients diversified, multi-asset investment guidance supported by centralized custody and order-routing services.

Shambrielle Speights is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and two years of industry experience. Her professional background includes roles at Charles Schwab Bank, Schwab Wealth Advisory, Aerotek, New York Life, and Experian. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Sabastien Ridore is a financial advisor at Charles Schwab with a Series 66 designation and experience beginning in 2024. Prior to joining Schwab, he held positions in various industries, including insurance and education. 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 a formal alternative-investment onboarding process.

Rolando Quintana is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Empower Financial Services, Fidelity Investments, and Azcomp Technologies. Charles Schwab & Co., Inc. serves a broad 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 advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Catherine Carpenter is a Certified Financial Planner® professional with nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Michael Allen is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Charles Schwab since 2000 and previously worked at TD Ameritrade Inc. in 2024. 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, strategic asset allocation, and alternative investment options through a centralized operational structure.