Aaron Adams is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at USAA Financial Planning Services and USAA Investment Management Company. Outside of his advisory role, he manages a private rental property. 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, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

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 with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 66 designations and with eight years of industry experience. He has been with Charles Schwab since 2017. Prior to his advisory role, he worked as a caddie master for one year. 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 multi-asset model portfolios supported by research and due diligence on alternative investments.

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 at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, as well as prior experience at Mark-Taylor Inc. and Broadmoor Development. 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-account and financial planning services. The firm’s investment approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Devon Taylor is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2013, including a three-year period at Charles Schwab Bank. Based in Phoenix, AZ, he advises clients within Schwab’s extensive wealth advisory platform. 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, alternative investment due diligence, and a centralized operational structure.

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 a Series 66 designation and two years of industry experience. His prior work includes roles at Schwab Wealth Advisory, Charles Schwab Bank, Equitable Advisors, and outside the financial industry at In-N-Out Burger and Amazon. 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, multi-asset model portfolios, and a formal alternative-investment onboarding process.

Carson Brechner is a financial advisor with Charles Schwab holding a Series 66 designation and based in Phoenix, AZ. He has been working with Charles Schwab & Co., Inc. since 2024 and Schwab Wealth Advisory Inc. since 2026. Prior to joining Schwab, his experience includes roles outside the financial industry in education and customer service. 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, with an integrated operational structure that supports a large client base through centralized supervision and custody 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 with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab since 2016, following a brief tenure at 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 both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and providing centralized custody and advisory solutions at scale.

Ryan Schwenn is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2019. His prior experience includes roles at Growler USA, LEST Group, LLC, Axa Advisors, LLC, and Arizona Benefit Plans, Inc. 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 investment guidance and access to discretionary separately managed accounts. The firm combines brokerage, advisory, custody, and cash-sweep services within an integrated operational structure to support a large client base.

Caleb Riddle is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Schwab, he worked in various roles across different industries, including The Dive Bar, The Kroger Co., and FedEx. 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 options, supported by multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Marcus Lespron is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012 and 2015, respectively. 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 options, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Michael Gelfand is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Charles Schwab since 2012, including nine years at 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. The firm offers a combination of non-discretionary and discretionary investment advisory services with integrated brokerage, custody, and cash-sweep capabilities.

Karen Stevison is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, Series 65, and Series 66 licenses and bringing 37 years of industry experience. Her prior work includes tenures at Nuveen Asset Management, U.S. Bancorp Asset Management, Fred Alger Management, and Goldman Sachs. She has been with Charles Schwab since 2012. 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 services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Ricardo Harris is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Charles Schwab since 2013. Outside of his advisory role, he is involved in hosting through Airbnb. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals with a range of wealth advisory, brokerage, custody, and financial planning services. The firm’s wealth advisory program combines non-discretionary client guidance with access to affiliated discretionary strategies, supported by a multi-asset model portfolio approach and a structured alternative investments platform.

Hunter Ogle is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. He previously worked at Northwestern Mutual and has diverse experience including teaching at Brigham Young University-Idaho and community involvement with the Church of Jesus Christ of Latter Day Saints. 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.