Corey Graving is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials with 20 years of industry experience. His career includes long-term roles at Scottrade, Inc., TD Ameritrade, and MUFG Union Bank before joining Charles Schwab. 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 and discretionary investment management alongside brokerage, custody, and cash-sweep services.

Jonah Bentz is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2017, 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 guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Margaret Ostendorf is a financial advisor at Charles Schwab with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Charles Schwab since 1993, including a role at Charles Schwab Bank since 2005. 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 employs multi-asset model portfolios supported by in-depth investment research.

Andrew Walle is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior roles include positions at Moser Marriott PLLC, RW Baird, and Mirabella, as well as work outside the financial sector. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing a multi-asset model portfolio approach supported by centralized supervisory and custody services.

Jacob Spaeth is a CFP® professional with eight years of experience in financial services. He currently works at Charles Schwab, where he has been since 2018, including six years at Charles Schwab Bank, SSB. His prior experience includes positions at The Money Source Inc. and Quicken Loans 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Andrew Brooks is a financial advisor at Charles Schwab based in Phoenix, AZ, with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC, and Charles Schwab Bank. His background includes attending the University of Arizona and Pinnacle High School. 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 proprietary research and alternative investment options.

Bryan Cacchiotti is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Charles Schwab and Charles Schwab Bank since 2007 and 2010, respectively. Outside of his advisory role, he serves as Treasurer and Board Member for Deer Valley Little League, where he is involved in field maintenance and financial decisions for the organization. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.