Christopher Kunzler is a financial advisor with Charles Schwab in Phoenix, Arizona, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2016. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Gabriella Carbone is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. Her work history includes roles at Charles Schwab Bank, Cyclebar, and Charles Schwab & Co., Inc., where she has been employed since 2018. 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 multi-asset model portfolios and due diligence from its research center.

Misty Barry is a financial advisor at Charles Schwab in Phoenix, AZ, with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Schwab entities since 1995, including Schwab Private Client Investment Advisory, Inc. and Schwab Wealth Advisory Inc. 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 relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, research, and a centralized operational structure.

Nicholas Teyechea is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Charles Schwab entities since 2014, including the Schwab Trust Bank and Schwab Bank. 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 and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Talaya Perkins is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes positions at Northwestern Mutual and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base consisting primarily 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 management with an integrated operational platform.

Daniel Miller is a financial advisor at Charles Schwab with 35 years of industry experience. He holds a Series 63 designation and has worked at Charles Schwab since 1992, including a 20-year tenure at Charles Schwab Bank. 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 blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment options.

Timothy Robb is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2017. Prior to that, he was employed at Chumash Casino and Resort 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 and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational infrastructure.

Kelly Tayloe is a financial advisor with Charles Schwab based in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Tayloe has been with Charles Schwab and its bank affiliate since 1997 and 2015, respectively. 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, offering both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by comprehensive integrated brokerage, custody, and advisory services.

Lauren George is a CFP® professional with eight years of industry experience, currently affiliated with Charles Schwab in Phoenix, AZ. Her prior roles include positions at The Vanguard Group and Ramsey Debt Relief. 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 related 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.

Peter Herbst is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Charles Schwab since 2005, including roles at Charles Schwab Bank, SSB, and optionsXpress. Based in Phoenix, AZ, he currently serves clients through Schwab’s advisory platform. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through its integrated wrap fee programs. The firm provides both non-discretionary and discretionary investment management solutions, supported by centralized operational and supervisory structures.

Courtney Lovett is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Raymond James and JP Morgan Securities. Charles Schwab & Co., Inc. serves a large client base, mainly 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 operational infrastructure.

Dominic Filicicchia is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Charles Schwab since 2011, including eight years at Charles Schwab Bank, SSB. 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 integrated brokerage, custody, and cash-sweep services.

Kendall Konopka 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 Charles Schwab since 2013, including roles at Charles Schwab Bank, SSB. Prior to that, he was employed at TD Ameritrade Inc. from 2023 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

Jason Voss is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank SSB since 2021. Charles Schwab & Co., Inc. serves a large clientele 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 a broad range of investment options supported by centralized custody and operational infrastructure.

Andrew Castro is a financial advisor at Charles Schwab & Co., Inc. based in Phoenix, AZ, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Schwab in 2021, he worked at Gowireless, Spring Mobile, Vector Marketing, and Taco Bell. 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 employs multi-asset model portfolios supported by centralized supervisory, custody, and order-routing systems.

Brenna Killoran is a CFP® and Series 66-licensed financial advisor with Charles Schwab, based in Phoenix, AZ, and has three years of industry experience. Her prior work includes roles at Charles Schwab Bank, The Entrust Group, and Robert Half. Outside of her advisory work, she manages rental property investments. 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 both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and proprietary research.

Andrew Savage is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013 and 2015, respectively. Outside of his advisory work, he serves as treasurer for a congressional political campaign. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Herb Hopkinson is a CFP®-certified financial advisor with seven years of industry experience, currently with Charles Schwab in Phoenix, AZ. He previously worked at TD Ameritrade and has taught business communication courses at the University of Dubuque. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary advice and access to discretionary separately managed accounts with a multi-asset investment approach.

Brandon Lev is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 credential and two years of industry experience. He has worked at Charles Schwab since 2021 and previously spent six years at USAA. 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, leveraging multi-asset model portfolios and a centralized operational structure.

Margaret Williams is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Her background includes multiple roles within Charles Schwab and full-time education prior to entering the financial industry. 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 a combination of non-discretionary advisory relationships and affiliated discretionary SMA options, supported by strategic asset allocation and access to alternative investments.