Sophia Sun is a financial advisor with Charles Schwab in San Francisco, CA, holding a Series 66 designation and 15 years of industry experience. She has been with Charles Schwab since 2009, including roles at Charles Schwab Trust Bank, Premier Bank, and Charles Schwab Bank, SSB. Outside of her advisory work, she supports her spouse in managing rental property. 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, offering multi-asset model portfolios and alternative investment options supported by centralized custodial and operational systems.

Melinda Louie is a financial advisor at Charles Schwab with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple Schwab entities since 1998, including Charles Schwab Trust Bank, Charles Schwab Premiere Bank, and Charles Schwab Bank. 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 supported by centralized custody and operational infrastructure.

Frankie Wan Lung Cho is a financial advisor with Charles Schwab in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Charles Schwab since 1996 and previously worked at OptionsXpress, Inc. from 2011 to 2017. 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 portfolios and offers integrated brokerage, custody, and cash-sweep services.

Peter Dellarocca is a financial advisor at Charles Schwab in San Francisco, CA, holding Series 63 and Series 66 credentials with 32 years of industry experience. He has been with Charles Schwab since 2003 and also has experience at Charles Schwab Bank, SSB. 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’s model combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Philippa Zuckerman is a financial advisor at Charles Schwab with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab since 2000. Outside of her advisory role, she serves on the finance committee of a nonprofit charitable organization and holds management roles in agricultural and forestry ventures. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from its Center for Financial Research.

Alexander Papadopoulos Sr. is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior work includes roles at UBS Bank USA and Lyons Mortgage Services, Inc. He is based in San Francisco, CA. Charles Schwab & Co., Inc. 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. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios, supported by Schwab’s centralized operational structure and alternative investment programs.

Renata Rodriguez is a Series 66-licensed financial advisor at Charles Schwab with 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2009, based in San Francisco, CA. Charles Schwab & Co., Inc. serves mainly 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

John Metallic is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 36 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2006. 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 multi-asset model portfolios supported by in-house financial research.

Chelsea Carlton is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade. Outside of finance, she has experience in the restaurant industry, including roles at Katie's Pizza and Pasta Osteria and Water Grill. Charles Schwab 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 combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment onboarding process.

Alex West is a CFP® professional with 10 years of industry experience, currently affiliated with Charles Schwab in San Francisco, CA. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory work, he is involved in managing rental property holdings. 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 and offers multi-asset model portfolios supported by centralized custody and supervision.