Tamaria Hodges is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with periodic reviews and alternative investment due diligence.

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.

Crystal Gilbertson is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Robinhood Financial and TD Ameritrade. Charles Schwab 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, offering both non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Aaron Adams is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 65 and Series 63 licenses and 12 years of industry experience. Prior to joining Charles Schwab in 2020, he worked at USAA Financial Planning Services and USAA Investment Management Company from 2014 to 2020. Outside of advising, he is a rental property owner. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering bundled advisory, brokerage, custody, and cash-sweep services with a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Jeffery Carlson is a financial advisor at Charles Schwab with 30 years of industry experience. He has been with Charles Schwab since 2005 and holds Series 63 and Series 66 credentials. 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 supported by centralized custody and a formal alternative-investment placement process.

Jeffrey Sokol is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab & Co., Inc. since 2017. Prior to his current role, he worked as a caddie master and at LA Fitness. 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, offering multi-asset model portfolios and centralized custody and brokerage services.

Marshal Morgan is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with The Vanguard Group and as a self-employed advisor. He also has experience with Amazon Associates. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering both non-discretionary and discretionary investment advisory services through integrated wrap fee programs and managed accounts.

Melvin Primas III is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2007, including time at Charles Schwab Bank, SSB, and OptionsXpress, Inc. Outside of his advisory role, he owns Arisma LLC, which manages mortgage and operating expenses for a short-term rental property. 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 options, combining centralized supervision and custody with a comprehensive range of advisory products.

Sam Zimmerman is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Charles Schwab since 2010. 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 options, utilizing multi-asset model portfolios and a structured approach to alternative investments.

Andrew Godwin is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Mark-Taylor Inc. and Broadmoor Development. Charles Schwab serves a large client base primarily composed of 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 an integrated operational structure.

Devon Taylor is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2013, including a three-year period at Charles Schwab Bank. 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 a multi-asset investment approach supported by centralized custody and operational infrastructure.

Matthew Wells is a financial advisor at Charles Schwab with 11 years of industry experience. He has been with Charles Schwab since 2014 and holds Series 63 and Series 66 licenses. 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 both non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Samuel Sells is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors and in various non-financial roles including at In-N-Out Burger and Amazon. Charles Schwab & Co., Inc. serves 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 client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Carson Brechner is a financial advisor at Charles Schwab with a Series 66 designation and approximately two years of industry experience. Prior to joining Schwab, he held various roles outside the financial sector, including multiple positions related to education and customer service. Charles Schwab & Co., Inc. serves a large client base composed mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by comprehensive custodial and brokerage services.

Tana Hiebel is a financial advisor at Charles Schwab with 11 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following eight years at Bank of America 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custodial and operational infrastructure.

Angel Miranda is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Charles Schwab since 2008. 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 financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios, supported by centralized supervisory and custody infrastructure.

Thomas Liberty is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2016, following a brief tenure at MetLife Securities. He is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves a large client base primarily comprising 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, written advice policies, alternative investment due diligence, and integrated custody and brokerage services.

Ayan Siddiqui is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at RBC Capital Markets, Morgan Stanley, Robinhood Financial, and The Vanguard Group. 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 alternative investment due diligence.