John Seaquist is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive alternative investment due diligence.

Daniel Kalff is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at USAA Financial Advisors, Inc., USAA financial planning services, and USAA Investment Management Company, covering a combined period from 2007 to 2020. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory wrap fee programs along with managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts, employing multi-asset portfolio strategies and a centralized operational structure.

Ziomara Reyes is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. Her prior work includes roles at Target, AML Rightsource LLC, and the Phoenix Elementary School District. 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

David Conrad is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and also works with Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals, offering wealth advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a blend of non-discretionary and discretionary investment options, supported by its integrated operational platform and centralized supervisory and custody arrangements.

Hector Rojas is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Charles Schwab since 2017, including a position at Charles Schwab Bank, SSB, and previously at Wells Fargo Advisors LLC. Outside of his advisory role, he owns a rental property. Charles Schwab 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 guidance and access to discretionary separately managed accounts, supported by model portfolios and alternative investment due diligence.

Coleton Panowyk is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Riot Entertainment Group and Bayntree Wealth Advisors. Outside of finance, he works part-time in the hospitality industry supporting bartenders at an entertainment venue in Scottsdale, Arizona. 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 investment guidance and access to discretionary separately managed accounts, backed by extensive research and a large integrated operational platform.

Bryan Trujillo is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. He has worked across several divisions of Charles Schwab since 2022 and previously held positions outside the financial industry, including roles at Instacart and Home Depot. He is also the owner of Standout Athletics LLC, a business focused on sports competition winnings and apparel. 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 and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

James Hopkinson is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Schwab entities since 2014, including Charles Schwab Trust Bank and Charles Schwab Premiere Bank. Based in Phoenix, AZ, his career has been focused within the Charles Schwab organization. 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, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Robert Burns is a financial advisor at Charles Schwab in Phoenix, AZ, with 35 years of industry experience. He has been with Charles Schwab since 2006. He holds the Series 63, Series 65, and Series 66 designations. 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 advisory services with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a centralized, integrated operational structure.

Kyle Holmes is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he worked at Brigham Young University-Idaho and Sylvan Learning Center of Temecula. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized custody and order-routing.

Kirsten Bray is a financial advisor at Charles Schwab with 11 years of industry experience. She holds a Series 66 designation and has worked previously at firms including First Citizens Investor Services, Hilltop Holdings, and Wells Fargo Bank. Outside of her advisory role, she is a 50% owner of an LLC that owns an inherited rental property managed by a third party. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and a distinctive operational structure.

David Thompson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 65 and Series 63 licenses and offering 28 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. from 2014 to 2018. Outside of his advisory role, he is a drummer involved in performing and fine arts. 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 affiliated discretionary separately managed accounts and offers integrated custody and brokerage services.

Lukas Mc Kenzie is a financial advisor with Charles Schwab holding Series 63 and Series 66 credentials and has one year of industry experience. Prior to joining Schwab, he worked at Amazon.com, Inc. among other roles. 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 both non-discretionary and discretionary investment solutions, combining strategic asset allocation with access to alternative investments and integrated custody and brokerage services.

Nicolas Drogaris is a financial advisor with Charles Schwab holding a Series 66 designation and three years of industry experience. His career includes roles at UBS Financial Services, Edward Jones, and multiple positions within Charles Schwab’s various divisions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

Robert Fitchett is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2017, following nine years at LPL Financial. 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 management solutions supported by multi-asset model portfolios and alternative investment options.

Craig Fuller is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 17 years of industry experience. He 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 relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by a centralized operational and supervisory structure.

Joseph Huskinson is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has held various roles at Charles Schwab entities since 2020, as well as previous experience at USAA and Wealthguard Advisors. Huskinson is based in Phoenix, AZ. 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 separate managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational capabilities.

Zachary Subak 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 and Charles Schwab Bank since 2017 and 2018, respectively. Prior to joining Schwab, he held positions at Lyft and Advanced Family Eyecare. 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Travis Todd is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2020 and previously worked at Charles Schwab for 20 years. Outside of his advisory role, he is a partner in a partnership focused on real estate investment and development and is a member of the Arizona Action Sports Park, LLC, a sports park facility development venture. 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 management with multi-asset model portfolios and centralized custody and brokerage services.

Mackisha Mc Clure is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and 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, affiliated managed-account, and financial planning services. The firm offers a combination of non-discretionary advisory services alongside access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios with periodic reviews and alternative investment options.