Ryan Wahl is a financial advisor at Charles Schwab based in San Francisco, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Equitable and has a background that includes roles outside finance such as at Bay Club Courtside and UCSB Recreation Center. 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 investment guidance and access to discretionary separately managed accounts, supported by a large integrated operational structure and centralized services.

Allen Lee is a financial advisor with Charles Schwab in San Francisco, holding a Series 66 designation and 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. 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 offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Chase Goulart is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2018. Prior to joining Schwab, he worked at Private Wealth Partners and Craford Benefit Consultants, and he was affiliated with Dominican University of California for four years. 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 offers a multi-asset investment approach supported by in-house research and alternative investment programs.

Yuan Qi is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and its bank affiliate since 2017. Prior to that, he worked in retail and apparel roles. 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, multi-asset model portfolios, and access to alternative investments within an integrated operational structure.

Helen Yang is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2020. Prior to her current roles, she worked at companies including Yumi, Lovepop, and Weber, and she attended Boston University. 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 a multi-asset investment approach supported by its research and due diligence capabilities.

Mathias Picot is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at Credit Agricole Centre Est and Société Générale Corporate & Investment Banking. 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 options, utilizing multi-asset model portfolios and a comprehensive due diligence process.

Sarah Herde is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. Her prior work history includes roles at Charles Schwab Bank, Jane The Bakery, and Match Public Charter High School. Charles Schwab & Co., Inc. serves a large client base of 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 advisory relationships and access to discretionary separately managed accounts.