Christopher Krueger is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, following prior roles at TD Ameritrade and Scottrade. 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.

Christopher Mcdermott is a CFP® professional at Charles Schwab with 18 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2020, and previously spent 13 years at Fidelity, including two years with Fidelity Personal and Workplace Advisors. 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. Schwab combines a non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance using multi-asset model portfolios and research from its Schwab Center for Financial Research.

Joseph Woods is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2008. Based in Peoria, AZ, Woods has over two decades of tenure with his current firm. 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, using multi-asset model portfolios and a centralized operational structure.

Matthew Goldman is a financial advisor with Charles Schwab in Peoria, AZ, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Charles Schwab Bank and Yard House, as well as public service with the Jurupa Community Services District. 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 investment guidance and access to discretionary separately managed accounts through an integrated and large-scale operational platform.

Brandon Lev is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. He has worked at Charles Schwab since 2021 and was previously with USAA from 2015 to 2021. 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 centralized custody and operational infrastructure.