Taniela Pututau is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, progressing through various roles including Customer Relationship Advocate, Trading Specialist I, Investment Solutions Representative I, and Relationship Manager. His professional experience encompasses client relationship management and investment solutions, contributing to his expertise in financial planning. Taniela emphasizes a collaborative approach to financial planning, focusing on understanding clients' perspectives and translating their goals into actionable plans. He aims to empower clients with knowledge and confidence to make informed decisions. Outside of his professional role, Taniela has interests in fitness, football, running, and traveling.

Christiaan Cuevas Andrews is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2004, including roles at Charles Schwab Premier Bank, Charles Schwab Trust Bank, and Charles Schwab Bank, SSB. 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 models with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options supported by in-house research.

Galo Tapia is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked extensively with Charles Schwab since 1995, including roles at Charles Schwab Bank, SSB, and Financial Engines Advisors L.L.C. from 2020 to 2021. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory programs offering bundled advisory, brokerage, custody, and financial planning services. The firm provides a mix of non-discretionary and discretionary investment management using multi-asset portfolios and centralized operational infrastructure.

Laci Davis is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her background includes roles at J.P. Morgan Securities, Robinhood Financial, Amazon.com, Morgan Stanley, and The Vanguard Group. 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 models with access to discretionary separately managed accounts and offers a multi-asset, research-driven investment approach supported by centralized custody and operational infrastructure.

Gabrielle Sumner is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Schwab, she worked at Rocket Mortgage and has experience in early childhood development and the hospitality industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized client services.

Dustin Witmer is a financial advisor at Charles Schwab with 5 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2020. Prior to joining Schwab, he held positions at Silent Aire USA Inc, Stock & Field, and Jayco. 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 using multi-asset model portfolios and centralized operational infrastructure.

Paul Brennan is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to joining Schwab, he spent 15 years at Costco Wholesale. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s 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, using multi-asset model portfolios and a comprehensive alternative investments program.

Tyler Bohn is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2014 and also works with Charles Schwab Bank, SSB. Outside of his advisory work, he operates Bohn Voyage Events LLC, which rents paddleboards for Arizona rivers and lakes, and provides dog sitting services from his home. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Jared Erman 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 2017, previously spending two years at Sterling Investment Management, Inc. Outside of his advisory role, Jared teaches religious school to middle school students and tutors Bar Mitzvah students at Congregation Kehilah. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services through its Schwab Wealth Advisory program. Its investment approach combines non-discretionary advice with access to discretionary separately managed accounts and multi-asset model portfolios.

Scott Salerno is a financial advisor with Charles Schwab holding Series 63 and Series 66 registrations and five years of industry experience. His prior work experience includes roles at Charles Schwab Bank, Atrium Hospitality LP, and in fine dining. 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts.

Brian Pattison is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000. 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 guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Angelo Ven Abante is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Charles Schwab Bank, H&R Block, Wealthnest Planners, and LPL Financial. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering bundled advisory, brokerage, custody, and cash-sweep services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment platform.

Mason Bondurant is a financial advisor with Charles Schwab in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as diverse experience in the retail and service sectors. 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 supported by research from the Schwab Center for Financial Research.

William Smith is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2016 and 2017, respectively. Outside of finance, he streams video games on Twitch and also works as a food delivery driver. Charles Schwab 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 with integrated brokerage, custody, and advisory services. The firm is notable for its scale, centralized operations, and a client relationship model that blends advisory guidance with access to affiliated managed accounts.

Christopher Marnelos is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Charles Schwab Bank, SSB since 2016 and Charles Schwab & Co., Inc. since 2014. 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 utilizes multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Artemio Lopez is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc., Fidelity Investments, and Bank of America. 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 financial planning and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Skyler Moore is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Schwab in 2019, Moore taught English online for one year. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, which offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its integrated operational structure and multi-asset model portfolios supported by centralized custody and a rigorous due diligence process.

Gage Johnson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having three years of industry experience. He has been with Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank, SSB since 2026. Prior to his career in finance, he worked at Scottsdale Waterfront Residences and Vector Marketing. 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 provides both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Oscar Ramirez is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Bancwest Investment Services, Inc. prior to joining Charles Schwab in 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investments supported by centralized operational and supervisory structures.