Aidan Sullivan is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Mercer Advisors and Prime Technical Services. Outside of his advisory role, he was involved with VocoVision in 2024. 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 multi-asset model portfolios and centralized operational infrastructure.

Eric Muriuki is a CFP®-designated financial advisor with Charles Schwab, based in Sandy Springs, GA, and has four years of industry experience. Prior to joining Charles Schwab, he worked at Fidelity Investments and has been involved in entrepreneurial ventures including AM & EMInvestments LLC and Jestek Holdings LLC. Charles Schwab serves a broad range of primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering integrated brokerage, advisory, custody, and cash-sweep services with a focus on multi-asset model portfolios and both non-discretionary and discretionary investment options.

Ryan Freimuth is a CFP® professional with 10 years of industry experience. He currently works at Charles Schwab, where he has been since 2022, following prior roles at Bank of America, Merrill, and Fidelity. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment due diligence, and comprehensive custody and brokerage services.

Garrett Klinger is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Cannon Financial Strategists. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and provides comprehensive custody and brokerage services through a centralized operational structure.

Richard George is a financial advisor at Charles Schwab with six years of industry experience. His prior roles include positions at J.P. Morgan Securities, E*TRADE Securities, and Morgan Stanley. 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 offers a mix of non-discretionary and discretionary investment approaches, supported by its integrated operational structure and centralized custody and supervisory services.

Sang Hyeon Kim is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Prior to joining Schwab, he worked at Vantage Point Financial, LLC, and has experience with several companies including Lendbuzz, Inc. and Bain and Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its wealth advisory wrap fee program, offering both non-discretionary and discretionary investment solutions supported by a multi-asset strategic asset allocation approach and centralized operational infrastructure.

Andrew Mc Clain II is a financial advisor with Charles Schwab who holds the CFP® and ChFC® designations and has 19 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company. 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 models with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and formal alternative investment due diligence.

Jason Boe is a financial advisor with Charles Schwab in Sandy Springs, GA, holding a Series 66 designation and eight years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2017. Outside of finance, he is involved with Crossfit Northern Exposure. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 and offers a multi-asset investment approach supported by its internal research and alternative investment offerings.

Richard Groff II is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2007. He serves as Vice President and event coordinator for the Atlanta chapter of the American Association of Individual Investors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals with advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Teresa Mosher is a financial advisor with Charles Schwab in Sandy Springs, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2009. 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 related managed-account and financial planning services. The firm provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and supervisory arrangements.

Fayazali Kassam is a financial advisor with Charles Schwab in Sandy Springs, GA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. 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 advisory relationships with access to discretionary separately managed accounts, emphasizing multi-asset model portfolios, alternative investments, and a centralized operational structure.

John Christerson is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2012. 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 models and access to discretionary separately managed accounts, supported by centralized custody and a structured due diligence process for alternative investments.

Benjamin Noonan is a financial advisor at Charles Schwab with nine years of industry experience. He holds the CFP® designation along with Series 66, 63, and 65 licenses. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment due diligence, and a centralized operational structure.

Emma Wolfe is a financial advisor at Charles Schwab with a Series 66 designation and recent experience at Northwestern Mutual and Brown & Brown Insurance. She previously worked in the food service industry and has a background that includes full-time education from 2015 to 2025. 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, offering both non-discretionary advice and access to discretionary separately managed accounts.

Alexander Gunther is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Charles Schwab, having joined the firm and its affiliated bank in 2025. Prior to Schwab, Gunther worked at Empower Financial Services, Kestra Investment Services, and Fidelity Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, combining multi-asset model portfolios and a formal alternative-investment process within an integrated operational structure.