Nathan Webb is a financial advisor with Charles Schwab in Philadelphia, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Michael Mcknight is a CFA® charterholder with 14 years of industry experience, currently serving at Charles Schwab in Philadelphia, PA. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. He holds Series 63 and Series 65 licenses. 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 advisory services and access to affiliated discretionary separately managed accounts, supported by centralized custody and a formal alternative investment process.

Mitchell Greiner is a Series 66 licensed advisor at Charles Schwab with three years of industry experience. His prior roles include positions at Janney Montgomery Scott and Freedom Mortgage, as well as several years in education. He is based in Philadelphia, PA. 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and alternative investment due diligence.

Eric Richman is a CFP® professional with 28 years of experience, currently affiliated with Charles Schwab. His prior experience includes roles at Prudential and Lincoln Financial Distributors. He is based in Philadelphia, PA. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment offerings.

Vito Mastromonaco is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior roles include positions at Prudential, Wealth Enhancement Group, and several other financial firms. He is based in Philadelphia, PA. 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 multi-asset model portfolios supported by centralized supervisory and operational infrastructure.

Erik Haugen is a financial advisor with Charles Schwab in Philadelphia, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Charles Schwab since 2002 and concurrently worked at Charles Schwab Bank, SSB since 2005. Prior to that, he was associated with the Springfield Inn for 34 years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options with multi-asset model portfolios and access to alternative investments.

Hasib Amani is a CFP® professional with eight years of industry experience, currently advising at Charles Schwab in Philadelphia, PA. His prior experience includes roles at The Vanguard Group, Inc., TD Ameritrade, Inc., and New York Life Insurance Co. He also has experience in non-financial business activities, having been involved with Leatherhead Pub. 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 related managed-account and financial planning services. Schwab’s model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational infrastructure.

Gregory Gambale is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes 18 years with The Vanguard Group, Inc. and related entities. 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 a large client base with an integrated structure offering both non-discretionary and discretionary investment solutions, supported by centralized custody and operational capabilities.

Christopher Nixon is a financial advisor with Charles Schwab who holds a Series 66 designation and has 21 years of industry experience. His prior roles include positions at USAA Financial Planning Services and Merrill. He has been with Charles Schwab and its affiliated bank since 2015. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational and supervisory structures.

Christopher Bowden is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab since 2019 and was previously with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. 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 a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and research-driven alternative investment options.

Brian Fitzsimmons is a CFP® professional with 15 years of industry experience, currently advising at Charles Schwab in Philadelphia, PA. His prior roles include positions at Fidelity Investments, Vanguard, and Prudential Insurance Company of America. 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, combining non-discretionary advisory relationships with access to discretionary SMAs and a comprehensive alternative investment platform.