Corey Graving is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Scottrade, TD Ameritrade, MUFG Union Bank, and Charles Schwab. Outside of his advisory role, he owns a rental property managed through a third-party company. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions alongside integrated brokerage, custody, and cash management 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 with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank and Equitable Advisors, LLC, as well as education at the University of Arizona and Pinnacle High School. 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, using multi-asset model portfolios and a centralized operational structure.

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.