Nicole Salokar is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at USAA Financial Planning Services and USAA Investment Management Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custodial and supervisory operations.

Gabriel Vasquez is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Edward Jones, J.P. Morgan Securities, and Morgan Stanley. 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 portfolio management with integrated custody and brokerage services.

Alexander Hernandez is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Schwab, he worked at Chase and has held positions outside finance including full-time education and roles in the food service industry. 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 portfolio guidance supported by Charles Schwab Investment Management and the Schwab Center for Financial Research.

Kaylin Corrick is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank SSB since 2018 and 2020, respectively. Outside of finance, Corrick is involved with Babbo Italian Eatery in Tempe, Arizona, where she serves as a wedding caterer. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through Schwab Wealth Advisory's wrap fee program and related 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 a centralized operational structure.

Joy Di Valentino is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Monat Global. Outside of her advisory role, she is a co-owner of JD's Premiere Pet Waste Removal, a personal services business. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by comprehensive research and due diligence.

Michael Eliason is a financial advisor at Charles Schwab in Phoenix, AZ, with 27 years of industry experience. He has been with Charles Schwab since 1999 and holds a 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering a multi-asset model portfolio approach supported by due diligence on alternative investments.

Douglas Beguin is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Charles Schwab since 2006 and Charles Schwab Bank 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Nicholas Hanson is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2011, including a role at Charles Schwab Bank, SSB since 2015. 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 a centralized operational structure.

Frank J C Gennaro is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Planning Services. Outside of advising, he manages rental property investments. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with centralized custody and order-routing.

Alexandra Parrish is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Schwab since 2018, following prior roles at USAA Investment Management Company and USAA Financial Planning Services. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advice and access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash sweep services within an integrated platform.

Mario Pardo is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Charles Schwab since 2015 and concurrently has been affiliated with Lyft and Uber since 2016. Outside of his advisory role, he is the founder and CEO of Mar Productions LLC, a company focused on producing creative visual, audio, and written content. 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 both non-discretionary and discretionary investment solutions, integrating multi-asset model portfolios, alternative investment due diligence, and centralized custody services.

Matthew Forcucci is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Vanguard and Charles Schwab Bank, SSB. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment platform.

Keith Erickson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses and having nine years of industry experience. He has worked at Charles Schwab since 2017, including time with Charles Schwab Bank, and previously spent 15 years at Jones Lang LaSalle. 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, using multi-asset model portfolios and centralized custody and operational support.

Joshua Latimer is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2012 and also works at Charles Schwab Bank since 2025. 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Amelia Garcia is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and eight years of industry experience. She has worked with Charles Schwab and Charles Schwab Bank since 2018 and 2019, respectively, following her time at Indiana University. 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 alongside alternative investment options.

Michael Molloy is a CFP® professional with 22 years of experience in financial services. He has worked at Charles Schwab and Charles Schwab Bank since 2017 and previously at USAA Financial Advisors Inc. and USAA financial planning services from 2010 to 2017. 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 provides a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by strategic asset allocation models and alternative investment research.

William Noble is a financial advisor with Charles Schwab holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked at Charles Schwab since 2006 and at Charles Schwab Trust Bank since 2023, based in Phoenix, AZ. 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, offering a multi-asset investment approach supported by centralized custody and operational infrastructure.

Brianne Martinoni is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses with six years of industry experience. Her work history includes multiple roles at Charles Schwab and Merrill. 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 recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Jaime Avila is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo for six years before joining Charles Schwab. Jaime is based in Phoenix, AZ. 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 solutions, combining centralized supervisory, custody, and order-routing operations with access to alternative investments and multi-asset model portfolios.

Connor Rosser is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 66 designations and five years of industry experience. He has been affiliated with Charles Schwab since 2020 and concurrently operates the Rosser Law Group. 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 alongside alternative investment options.