Andrew Davault IV is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to his current role, he worked at Charles Schwab Bank, SSB and has experience in the hospitality sector with OHSO Brewery. 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 both non-discretionary investment advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and a centralized operational structure.

Hailey Nordstrom Moffat is a financial advisor at Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior work includes positions at Nextiva and The Vanguard Group, Inc. She also has experience at Arizona State 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 offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Josiah Corey is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he held roles at Nike Incorporated and Target Corporation, among other positions. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm provides both non-discretionary advisory services through its Schwab Wealth Advisory program and access to discretionary separately managed accounts, combining a multi-asset portfolio approach with centralized custody and supervisory infrastructure.

Rockwell Nierenberg is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Charles Schwab, he worked at Cetera Investment Services LLC and has a background that includes roles outside the financial industry and periods of full-time education. 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, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Madison Ortmeyer is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, Madison spent four years in full-time education. 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 client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Steven Krane is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 2000, including over two decades at Charles Schwab Bank. 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 advisory relationships and discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Roy Chavez Guerra is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2000, including a concurrent role at Charles Schwab Bank, SSB since 2008. 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 cash-sweep services. The firm provides both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence on alternative investments.

Samuel Mitchell is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2023 and at Charles Schwab Bank, SSB since 2026. His prior work experience includes positions at Starbucks and ownership of Pita Cafe LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Pearson Davis is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked various roles within Charles Schwab and Wells Fargo Advisors. Outside of finance, he was involved with Blue House Coffee from 2018 to 2023. 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 provides integrated brokerage, custody, and cash-sweep services.

Dean Martines is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2000, including a role at Charles Schwab Bank SSB since 2007. Based in Scottsdale, AZ, he serves clients through Schwab’s integrated wealth advisory platform. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment options, and a centralized operational structure.

Glenda Valenzuela is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Her work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and several other firms across diverse sectors. 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 portfolios and maintains an integrated structure that supports a large client base through multiple wrap programs.

Andrew Bing is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, The Bar, Dilly Dally Lounge, and six years of service in the United States Air Force. 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, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Michael Schmidt is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at optionsXpress for five years. He is based in Scottsdale, AZ. 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 management with multi-asset model portfolios and centralized custody and order-routing services.

Mark Kizer is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the CFP® and Series 66 designations. His work history includes roles at Delve Research since 2010 and Charles Schwab Bank and Charles Schwab 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 offers both non-discretionary and discretionary investment management options, using multi-asset model portfolios and a formal alternative-investment onboarding process.

Derick Bush is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo and Jackson Hewitt. 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 discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Adrian Vancamper is a CFP® professional with nine years of experience in financial services, currently affiliated with Charles Schwab in Scottsdale, AZ. His career includes roles at Charles Schwab Bank and Capital One Bank. He is a member of the Rotary Club of Berkeley, a nonprofit organization focused on ethical standards, community service, and international understanding. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized operational structure that supports a broad client base.

Jason Blum is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Cathleen Strong is a financial advisor at Charles Schwab with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2018, following nine years at TDAmeritrade. Outside of her advisory role, she serves on the board of directors for Helping Hands for Single Moms, a nonprofit organization based in Phoenix, Arizona. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Kristen Ginzel is a CFP®-certified financial advisor with Charles Schwab, based in Scottsdale, AZ, and has seven years of industry experience. She has been with Charles Schwab since 2019 and also worked with Charles Schwab Bank starting in 2021. Prior to her financial services career, she held roles in hospitality and social projects. Charles Schwab serves primarily high‑ and ultra‑high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary guidance and access to discretionary separately managed accounts, supported by a large integrated broker-dealer and investment advisory platform.

Daniel Reiss is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2004, including roles at Charles Schwab Bank SSB and optionsXpress, Inc. in prior years. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Veronica Otero is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2016, including roles at Charles Schwab Bank SSB since 2018. 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 mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and alternative investments, supported by a large-scale, integrated service platform.

Dominick Sardella is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2017. Prior to his advisory career, he was involved in the food service industry through Sardella's Pizza & Wings from 2014 to 2017. 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. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining scale with integrated advisory, brokerage, custody, and cash-sweep services.

Richard Pareti is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Charles Schwab since 2000 and with Charles Schwab Bank since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated operational structure, and combination of advisory and brokerage services.

Ryan Broyles is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 registrations. He has 29 years of industry experience, having worked at Charles Schwab since 1998 and at Charles Schwab Bank since 2007. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Marshall Ferraro is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at TD Ameritrade, Exegy, and AXA Advisors. Outside of his advisory role, he serves as treasurer for a homeowners association. 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 provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational services.