Sylvia Dyga is a financial advisor at Charles Schwab with a Series 66 designation and experience that includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. She also has a background in education through positions at the Leeds School of Business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of advisory, brokerage, custody, and financial planning services. The firm uses a primarily non-discretionary client relationship model complemented by access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Andrea Stephenson is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2005 and spent time at Amsouth Investment Management Company LLC earlier in her career. She serves as a director for Serenity Creek HOA, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services with a multi-asset, model-driven approach and centralized operational infrastructure.

Alexander Lallman is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Charles Schwab since 2020 and previously at TD Ameritrade from 2015 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and multi-asset investment approach supported by extensive in-house research and due diligence.

Bradley Rodgers is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Charles Schwab, he worked for 10 years at TD Ameritrade. 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 a multi-asset investment approach and centralized operational infrastructure.

Lisa Longo is a CFA® charterholder and holds a Series 63 license with two years of industry experience. She began her career at Rockwood Capital Advisors, where she worked for 23 years, followed by two years at PlanMember Securities Corporation before joining Charles Schwab and Co., Inc. and Charles Schwab Bank in 2026. Charles Schwab & Co., Inc. serves a broad 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 advisory guidance and access to discretionary separately managed accounts, supported by centralized custody and operational processes.

Stephen Cetrulo is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2009. Based in Sarasota, FL, he operates within one of the largest firms in the 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and a distinctive multi-asset, model portfolio approach.

Ashley Cromie is a financial advisor with Charles Schwab in Sarasota, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Centene Management Co., Scharf Group/Next Financial, and Edward Jones. 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 discretionary separately managed accounts and a structured alternative-investment platform.

Kevin Dichillo is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at TD Ameritrade, Merrill, and OSAIC. 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 utilizes multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Dorothy Sperry is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior roles include multiple positions at TD Ameritrade, Scottrade, and Edelman Financial Engines. 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 centralized platform for advisory, brokerage, custody, and cash-sweep services.

Antonio Perlain is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 23 years of industry experience. His career includes over a decade at TD Ameritrade, followed by roles at Charles Schwab Bank SSB and Charles Schwab and Co., Inc. since 2022. 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 blend of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Zoe Powell is a financial advisor at Charles Schwab with Series 66 credentials and four years of industry experience. She has held positions within various Charles Schwab entities since 2022, including roles at Charles Schwab Premier Bank and Charles Schwab Bank SSB. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Stephen Mc Leod is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab in various capacities since 1997, with additional experience at LPL Financial, VimVest Securities, ViewTrade Securities, and Wall Capital Group. 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 management, combining multi-asset model portfolios with centralized custody and operational support across a large client base.

Erika Wilkes is a financial advisor at Charles Schwab with the Series 66 designation. She joined Charles Schwab and Charles Schwab Bank in 2024 and has prior experience in real estate and hospitality sectors. 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 guidance, combining multi-asset model portfolios with access to affiliated discretionary SMAs and alternative investments.

Robert Osborne is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2006 and has worked at Charles Schwab Bank since 2017. 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 separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Nathan Johnson is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Charles Schwab since 1999 and also has a role at Charles Schwab Bank, SSB since 2005. Outside of his advisory work, he manages a real estate property business in Sarasota. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Corey Elliott is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and alternative investment due diligence.

Jonathan Mefford is a financial advisor with Charles Schwab in Sarasota, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2015 and previously was with TD Ameritrade and Fidelity. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering investment guidance through multi-asset model portfolios and a formal alternative-investment onboarding process.

Bradford Jones is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials. He has one year of industry experience, including prior roles at UBS Financial Services Inc. and Charles Schwab Bank, SSB. 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 combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational resources.

Robert Knick is a financial advisor with Charles Schwab who holds a Series 66 designation and has five years of industry experience. His career includes roles at Edward Jones and Alpine Group Northwest prior to joining Charles Schwab. Outside of finance, he was involved with Big Js Outdoor Store for seven years. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Matthew Nastasi is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Charles Schwab in Sarasota, FL. His prior roles include work at Charles Schwab Bank, Sailfish Marketing, and Divine Wealth Strategies. Outside of finance, he has experience in various other industries such as marketing and hospitality. 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 services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by comprehensive research and centralized operational support.

Jeffrey Crouse is a CFP® with eight years of industry experience currently affiliated with Charles Schwab & Co., Inc. in Sarasota, FL. His prior work includes positions at Fidelity Investments, Apex Wealth Consultants, and Saltmarsh Financial 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.