Sarah Stanley is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. Her prior work includes roles at TD Ameritrade and BNY Mellon, as well as positions within Charles Schwab entities since 2021. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Alannah Williams is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at The Vanguard Group, Old Navy, and involvement in educational institutions such as The Scranton School for Deaf and Hard-of-Hearing Children and Florida International University. Outside of her advising duties, she coordinates seasonal market events for a local management consulting firm. 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 along with a formal alternative-investment onboarding process.

Donald Nadeja is a financial advisor with Charles Schwab in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously spent 13 years at Scottrade, Inc. He serves as treasurer for the Scott Township Athletic Association. Charles Schwab & Co., Inc. primarily serves 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 alongside access to discretionary separately managed accounts and maintains a large client base supported by a centralized operational structure.