Juan Manuel Garcia is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. His previous roles include positions at Merrill, Oracle Insurance, Prudential Insurance, and Wells Fargo Bank. He is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Bert Gass is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2008. Prior to that, he worked at USAA Investment Services Company. 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 and a formal alternative investment offering.

Timothy Loeffler is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Ziprecruiter and Rosatis Pizza: Selke Management Company. He is currently 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 integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Jesse Blaise is a financial advisor at Charles Schwab with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing non-discretionary investment recommendations alongside access to discretionary separately managed accounts and alternative investments.

Michael Riccio is a financial advisor with Charles Schwab & Co., Inc. based in Phoenix, AZ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Charles Schwab since 2008. 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large-scale, integrated structure that supports extensive client coverage and centralized operations.

James Edwards is a financial advisor at Charles Schwab with 32 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Charles Schwab since 1997. Based in Phoenix, AZ, Edwards has spent nearly his entire career at the 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investments.

Nathaniel Hunter is a Series 66 licensed financial advisor with Charles Schwab in Phoenix, AZ, and has six years of industry experience. His background includes roles at Charles Schwab and Charles Schwab Bank, as well as positions at Grand Canyon University, Daktronics, and Northern Arizona University. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

John Conklin is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Charles Schwab, having joined the firm in 2025, following prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, eToro, and Equitable Advisors. In 2019, he was involved with The Grass Chopper. 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 and discretionary investment management, supported by multi-asset model portfolios and centralized operational infrastructure.

Grant Mayer is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, Series 65, and Series 66 credentials and 34 years of industry experience. He has worked at Charles Schwab since 1997 and also spent 11 years at Shp Inc. from 2008 to 2019. 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 management options with centralized custody and operational services.

Jason Le is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Charles Schwab since 2017 and previously at The Antigua Group, Inc. from 2012 to 2017. In addition to his advisory work, he has been affiliated with Glendale Community College since 2011. 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 SMA portfolios, offering multi-asset strategic allocation models supported by centralized operational and supervisory infrastructure.

Lynn Semall is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Charles Schwab since 2008. 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, leveraging multi-asset model portfolios and centralized operational resources.

Robert Clark is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 credentials and bringing 34 years of industry experience. He has been with Charles Schwab since 1999, including a role at Schwab Private Client Investment Advisory, Inc. from 2014 to 2017. Outside of finance, he is a musician who composes, collaborates, and occasionally performs. 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 management using multi-asset model portfolios and alternative investment options through a centralized, integrated platform.

Christopher Donofrio is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at E*TRADE Capital Management and TD Ameritrade. Donofrio is based in Phoenix, AZ. 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 advisory services and access to discretionary separately managed accounts, supported by an integrated operational platform.

Kevin Schenk is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 credentials and has prior work experience including roles at Bank of America and JP Morgan Chase Bank. Outside of his advisory work, he serves as a membership committee member for the nonprofit organization Growing Emerging Talent Phoenix. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management services. The firm’s integrated structure combines advisory, brokerage, custody, and alternative investment services across a large client base.

Darin Victor is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has worked with Charles Schwab in various capacities since 2000, including roles at Charles Schwab Bank and optionsXpress, 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Jacob Dodson is a financial advisor at Charles Schwab with 19 years of industry experience. He has been with Charles Schwab since 2009 and holds Series 63 and Series 65 licenses. Based in Phoenix, AZ, he operates within one of the largest advisory firms in the 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 offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and alternative investment programs supported by centralized custody and operational infrastructure.

Tamaria Hodges is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. Her prior roles include positions at Chase Investment Services Corporation and Banc One Securities Corporation. She 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 affiliated discretionary separately managed accounts, offering investment guidance through multi-asset model portfolios and alternative investments, supported by a centralized operational structure.

Johnna Malik is a financial advisor at Charles Schwab with 26 years of industry experience. She has been with Charles Schwab since 2005 and holds Series 63 and Series 66 designations. 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 integrated brokerage, custody, and advisory services with a client relationship model that combines non-discretionary advice and access to discretionary separately managed accounts.

Mitchell Eich is a CFP®-designated financial advisor with Charles Schwab in Phoenix, AZ, and has 10 years of industry experience. He has been with Charles Schwab since 2014. 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 using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Christopher Collins is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at USAA Financial Advisors Inc., USAA Financial Planning Services, USAA Investment Services Company, and USAA Life Insurance Company. Collins has been with Charles Schwab and Charles Schwab Bank SSB since 2022. 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 extensive research and due diligence.