Bradley Rees is a Series 66-licensed financial advisor with Charles Schwab in Orlando, FL, where he has worked since 2014. He has 12 years of industry experience. 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 multi-asset investment approach supported by centralized custody and operational infrastructure.

Lana Costello is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Charles Schwab 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 with access to discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Petya Yordanova is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Charles Schwab since 2017, previously working at BOOKS & ASSOCIATES CPAs/WEALTH MANAGEMENT GROUP, LLC from 2015 to 2017. 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 integrated structure combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by centralized custody and operational capabilities.

Jake Romeo is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and two years of industry experience. He has worked at Charles Schwab since 2019 and previously held positions at Fidelity Information Services, Dillards Inc., and University of Central Florida. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research and a formal alternative investment program.

Logan Connell is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab, he worked at Towne Park and Complete Care among other positions. Outside of his advisory role, he has experience assisting guests with baggage and operating cars in a valet capacity. 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 mix of non-discretionary and discretionary advisory models supported by multi-asset portfolios and centralized operational infrastructure.

Brian Burt is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has extensive experience in the financial industry, having held various roles including Investment Counselor at Fisher Investments from 2020 to 2023 and multiple positions at Fidelity Investments from 2018 onwards, such as Workplace Planning Consultant and Customer Relationship Advocate. His professional focus is on helping individuals and families navigate financial uncertainties by building trust and understanding client preferences. Brian holds insurance licenses in Arkansas and California, supporting his work in providing financial guidance. Outside of his professional life, Brian enjoys spending time with his family, playing golf, and traveling.

Sidney Prepetit is a financial advisor at Charles Schwab in Orlando, FL, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Charles Schwab since 2014. 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 a blend of non-discretionary and discretionary investment management options, supported by multi-asset model portfolios and centralized operational infrastructure.

Nathan Green is a financial advisor at Charles Schwab with seven years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes roles at First Horizon and Suntrust Advisory Services. 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 offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Jose Paradela is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He also spent time at the University of Central 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Shantel Evans is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and having 10 years of industry experience. She worked at Merrill from 2014 to 2018 before joining Charles Schwab in 2018. 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, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts.

Ryan Cole is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a large client base 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, using multi-asset model portfolios and a centralized operational structure.

Juliana Machata is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2014. 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by the Schwab Center for Financial Research.

Tayler Gold is a Series 66 licensed financial advisor at Charles Schwab with 20 years of industry experience. Gold has been with Charles Schwab since 2008. 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 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.

Cliff Worthylake is a financial advisor at Charles Schwab with a Series 66 designation and over three years of experience in the industry. His prior roles include positions at WA Global, Amazon, and Gregor Media Group. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Rock Henderson is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. He 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 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 a multi-asset investment approach supported by centralized custody and operational infrastructure.

Nickolas Bonk is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab since 2011. Outside of his advisory role, he operates as an eBay seller on a part-time basis. 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 options, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Edward Dover IV is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Moors & Cabot Inc and SunTrust Investment Services, Inc. He is based in Orlando, FL. 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 due diligence from Schwab’s Center for Financial Research.

Robert Miller is a financial advisor with Charles Schwab in Orlando, FL, holding Series 65 and Series 66 licenses and with 19 years of industry experience. He has been with Charles Schwab since 2016. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Christopher La Bar is a financial advisor with Charles Schwab in Palm Coast, FL, holding a Series 66 designation and five years of industry experience. His prior work experience includes roles at Papa Johns and Captive Aire. 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-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, along with integrated custody and brokerage services.

Larissa Morgan is a financial advisor with Charles Schwab in Orlando, Florida, holding a Series 66 designation and eight years of industry experience. She has been with Charles Schwab since 2015, with a one-year tenure at ReliaQuest in between. She serves as a trustee for family trusts at Stifel, Nicolaus & Co., managing accounts on a fully discretionary basis. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s Center for Financial Research.

George Corrado is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he is a member of FREE THE CORK, LLC, an internet services company. 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 nondiscretionary client relationship model with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operations and a formal alternative investment program.

Nicholas Shirkey is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. He previously worked at TD Ameritrade, Prudential Insurance Company of America, Pruco Securities, and Publix. Located in Orlando, FL, he has also been affiliated with Charles Schwab Bank since 2024. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investment onboarding process.

Lucas Fray is a financial advisor at Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Charles Schwab since 2017, with a brief employment gap in 2021. Prior to his advisory career, he worked at the University of Central Florida for five 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 offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts using multi-asset model portfolios and due diligence on alternative investments.

Tyson Brown is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has previously worked at ALORICA, Asurion Insurance, and Sears Home Services. Outside of his advisory role, Brown engages in motivational speaking through YouTube and podcast platforms on topics related to personal growth and development. 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 relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Arly Manigat is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through an integrated wrap fee program and managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and multiple asset allocation strategies.

Fallon Beacham is a financial advisor at Charles Schwab with 12 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and its related entities since 2011, with a brief tenure at Alegeus Technologies. 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 options, delivering guidance through multi-asset model portfolios and alternative investment programs.

Jeffrey Krummick is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 license and 17 years of industry experience. He has been with Charles Schwab since 2010 and worked at TD Ameritrade from 2020 to 2024. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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, offering multi-asset model portfolios and a range of alternative investment options.

Kristian Garcia is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2019, with prior experience at Edward Jones and Bridgestone Retail Operations. 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 options, supported by centralized custody and supervisory infrastructure.

Shaunah Saint Cyr is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2017 and 2021, respectively, and previously spent seven years at GM Financial/AmeriCredit. Outside of her advisory work, she creates YouTube content focused on travel, food, women's health and empowerment, and solo living. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Nathan Hrdy is a financial advisor at Charles Schwab with a Series 66 credential and approximately one year of industry experience. Prior to joining Schwab, his background includes roles outside the financial industry, primarily in the hospitality sector. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and access to alternative investments.

Kevin Ryan is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at Morgan Stanley, Goldman Sachs, United Capital Financial Advisers, and TD Ameritrade, among others. Based in Orlando, FL, he joined Charles Schwab in 2025. 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 discretionary separately managed accounts, supported by comprehensive investment research and a distinctive operational structure.

Matthew Wheeles is a financial advisor at Charles Schwab in Orlando, FL, holding a Series 66 designation and with 18 years of industry experience. He has been with Charles Schwab since 2010. Outside of his advisory role, he owns a short-term rental property in New Smyrna Beach, FL. 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 relationships with access to affiliated discretionary separate managed accounts and a formal alternative-investment process.

Anthony Caiola is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Morgan Stanley, New York Life, and Cambridge Corporate Services. 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, combining strategic asset allocation with access to alternative investments and centralized operational support.

Tony Quinn is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Charles Schwab 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure across a large client base.

John Penney is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2017, following a one-year tenure at Merrill. Based in Orlando, FL, he serves clients through Schwab’s wealth advisory 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 a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized custody and order-routing arrangements.

Pool Paucar is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, E*TRADE Securities LLC, and Bank of America. Paucar is based in Orlando, FL. Charles Schwab & Co., Inc. primarily serves 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 with an emphasis on multi-asset strategic allocation and alternative investments. The firm supports a large client base through integrated advisory, brokerage, and custody services.

Harrison Schultz is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and one year of industry experience. His work history includes positions at Charles Schwab and Universal Orlando, as well as periods of full-time education. 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 and discretionary investment guidance supported by multi-asset model portfolios and centralized custody and supervisory arrangements.

Yasmani Santana is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Charles Schwab since 2010 and worked at TD Ameritrade from 2022 to 2024. Charles Schwab & Co., Inc. serves a large client base 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 supervisory and custody services.

Albaneliz Ortiz is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at National Debt Relief, Paylocity, and Huh Oh Studios, where she was employed for five 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Basil Ahmed is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Charles Schwab & Co., Inc. and has prior experience at Bank of New York Pershing, Bank of New York Mellon, Bank of America, Merrill Lynch, and Penske Automotive Group. 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 due diligence on alternative investments.

Douglas Knudsen is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He 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 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.

Patricia Ziegenfuss is a financial advisor at Charles Schwab with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018. Her prior experience includes tenure at Morgan Stanley and Morgan Stanley Smith Barney from 2012 to 2017. 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 with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Akiba Reid is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2018. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, Anthropologie, Hilton Grand Vacations, and Artur J Gallagher & Co CGM Gallagher. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside a centralized operational structure.

Sabastien Ridore is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 credential and beginning his industry experience in 2024. Prior to joining Schwab, he held roles across various sectors including insurance, education, healthcare, and retail. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and a range of integrated investment and custody solutions.

Henry Ilyasov is a CFP® professional with 20 years of industry experience, currently affiliated with Charles Schwab in Orlando, FL. His career includes roles at Charles Schwab Bank, TD Ameritrade, Investment Link, and Ameriprise Financial Services. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment approval process.

Mark Brunco is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab in various capacities since 1995, most recently joining the firm again in 2022. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Tyler Van Donge is a CFP® with 16 years of industry experience, currently serving at Charles Schwab in Orlando, FL. He has been with Charles Schwab & Co., Inc. since 2016 and has held roles at Schwab Wealth Advisory Inc. and Charles Schwab Bank. 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, financial planning, and custody services within a large, integrated platform.