Anagha Mhatre is a financial advisor with Charles Schwab in Redmond, WA, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for seven years and has founded and partnered in staffing and recruiting businesses. At Charles Schwab, she is associated with Premier Bank, Schwab Bank, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 investment guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Aaron Kummerfeldt is a financial advisor with Charles Schwab who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edward Jones, Cross Country Mortgage, and Bank of America. 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 mix of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset model portfolios.

Curtis Baker is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work includes roles at Keyston Bros Seattle and Charles Schwab Bank SSB. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts.

Irina Burova is a financial advisor at Charles Schwab in Redmond, WA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Deutsche Bank AG and Equitable Advisors. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by strategic asset allocation models and due diligence on alternative investments.

Grace Cronin is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Stevens, Sloan & Shah and Baird. She also worked in education at California State University Monterey Bay for three years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s client model includes both non-discretionary advice and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Tzeyan Chan is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. Currently affiliated with Charles Schwab in Redmond, WA, Chan has worked with Charles Schwab and Charles Schwab Bank since 2021. Prior to that, Chan was employed at SALAL Credit Union and GCL New Energy Holdings Ltd. Chan also manages a rental property as a landlord. 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. Schwab offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Anthony Quail is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. before entering the financial services industry. 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 discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Sydney Henny is a financial advisor with Charles Schwab in Redmond, WA, holding the Series 63 and Series 65 designations and having eight years of industry experience. Prior to joining Schwab, Henny worked at TD Ameritrade Inc. for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.