Andrew Davault IV is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at OHSO Brewery and Strategy Financial Group, as well as time at Arizona State University. 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 accounts. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

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 with Charles Schwab in Scottsdale, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Nike, and Target Corporation. 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 employs multi-asset model portfolios with strategic asset allocation.

Madison Ortmeyer is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, Madison focused on full-time education from 2020 to 2024. Charles Schwab & Co., Inc. serves a large client base of 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 and discretionary investment options supported by in-house research and alternative investment programs.

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.

Steven Thornton is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Charles Schwab since 1997 and has also worked with Charles Schwab Bank since 2014. 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 non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and comprehensive wealth management offerings.

Roy Chavez Guerra is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. He has been affiliated with Charles Schwab since 2000 and with Charles Schwab Bank, SSB since 2008. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Samuel Mitchell is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Starbucks and managed a small business, Pita Cafe LLC, for four years. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory models and access to discretionary separately managed accounts.

Pearson Davis is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 13 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Griffin Capital Securities, as well as involvement with Blue House Coffee. He is based in Scottsdale, AZ. Charles Schwab & Co., Inc. serves a large clientele, 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 models supported by multi-asset portfolios, proprietary research, and a formal alternative-investment program.

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 66 and Series 63 licenses and two years of industry experience. She has worked in various roles including positions at Charles Schwab Bank, The Agency, and Kevin Owens PLLC. 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 models alongside discretionary separately managed accounts, supported by an integrated service platform covering brokerage, custody, and investment advisory needs.

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 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at optionsXpress from 2012 to 2017. He is based in Scottsdale, Arizona. 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 recommendations and access to discretionary separately managed accounts, supported by robust multi-asset model portfolios and a formal alternative investments program.

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 Series 66 credentialed financial advisor with Charles Schwab in Scottsdale, AZ. He has worked in the financial services industry since 2024, with prior experience at Wells Fargo and Jackson Hewitt, as well as six years in full-time education. 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 relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Adrian Vancamper is a CFP® professional with eight years of industry experience, currently serving at Charles Schwab. He has worked at Charles Schwab since 2017 and previously at Capital One Bank from 2016 to 2017. Vancamper is a member of the Rotary Club of Berkeley, which focuses on ethical standards, community service, and international goodwill. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines extensive scale with integrated custody, brokerage, and advisory services.

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 with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Charles Schwab since 2004, including roles at Charles Schwab Bank SSB since 2019 and optionsXpress, Inc. from 2011 to 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 models with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

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.