Michael Lampros is a financial advisor at Charles Schwab with 12 years of industry experience and holds a Series 66 designation. He has worked at several firms including LPL Financial, Scottrade, TD Ameritrade, and 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios and alternative investment options supported by a centralized operational structure.

Kristian Maya is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Schwab, Maya worked at QuadCap Wealth Management and spent several years in full-time education. Maya is based in Bellevue, WA. 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 and discretionary investment solutions, leveraging multi-asset model portfolios and due diligence on alternative investments within an integrated operational structure.

Shachee Gandhi is a financial advisor at Charles Schwab with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill, TD Ameritrade, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Raymond James Financial Services prior to her current role. 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 the Schwab Center for Financial Research.

Michael Bonds is a financial advisor with Charles Schwab in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience and has been with Charles Schwab and its affiliated entities since 1999. Outside of his advisory work, Bonds performs as a solo acoustic guitar and singing entertainer. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its 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 structure.

Stewart Sanders is a financial advisor with Charles Schwab based in Seattle, WA, holding Series 65 and Series 63 credentials and 13 years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining Charles Schwab and Charles Schwab Bank. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by centralized operational and custody services.

Jason Fay is a financial advisor at Charles Schwab with 21 years of experience in the industry and holds a Series 66 designation. He has worked at Charles Schwab and Charles Schwab Bank since 2007. Outside of his advisory role, he is involved in real estate and property management activities in Washington. Charles Schwab & Co., Inc. 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 combination of non-discretionary and discretionary investment solutions supported by a centralized operational structure.

Tyler Schroeder is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and FareStart. Outside of finance, he has experience working in the restaurant and delivery industries. 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 primarily non-discretionary advisory services with access to discretionary separately managed accounts and provides integrated brokerage, custody, and alternative investment services.

Kiana Kashanian is a Planning Consultant currently working at Fidelity Investments, where she collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. She has been in this role since 2023. Kiana's experience centers on workplace planning, providing her with insights into financial strategies and client engagement within the investment sector. Outside of her professional work, Kiana has interests in art, cars, social events with friends, hiking, museums, and spending time with pets.

Garrett Sloan is a financial advisor with Charles Schwab in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s investment approach emphasizes multi-asset model portfolios with strategic asset allocation, delivered primarily through non-discretionary advisory relationships alongside access to discretionary separately managed accounts.

Camilo Hincapie is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. He is also the owner of 100% Clean LLC, where he manages payroll and business planning. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts, leveraging a multi-asset investment approach and an integrated operational structure.

Stephen Hirjak is a financial advisor with Charles Schwab, holding a Series 66 credential and one year of industry experience. Prior to joining Schwab, he worked at MML Investors Services and MassMutual Life Insurance, and he spent over three decades with the City of Seattle. Outside of advising, he owns Western Experts LLC, which provides public safety consulting and expert witness services related to policing. 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, offering both non-discretionary investment guidance and access to affiliated discretionary separate managed accounts.

Brandon Dove is a financial advisor with Charles Schwab based in Seattle, WA. He holds a Series 66 designation and has seven years of industry experience, including prior roles at TD Ameritrade and Charles Schwab Bank. His background also includes work outside finance in hospitality and service positions. Charles Schwab & Co., Inc. serves a large client base 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 supported by multi-asset model portfolios and centralized custody and order-routing systems.

Maksim Prigodich is a financial advisor at Charles Schwab in Seattle, WA, with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing, Charles Schwab Bank, and other firms. Outside of finance, he has been involved with businesses such as Smoother Moves and Hauling and The Office Butlers. 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 models with access to discretionary separately managed accounts and offers a range of investment options supported by centralized custody and operational infrastructure.

Winston Lee is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones and Wells Fargo. Outside of finance, he was involved with the China Doll Restaurant for five years. 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 affiliated discretionary managed accounts and provides a broad range of integrated brokerage, custody, and advisory services.

Richard Laxson is a financial advisor with Charles Schwab, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2021, following 15 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 both non-discretionary and discretionary investment advisory solutions, combining centralized custody and order-routing with access to alternative investments and multi-asset model portfolios.

Rahwa Desta is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked at various Charles Schwab entities since 2024. Prior to her advisory role, she held positions at WholeFoods Market and served as a teaching assistant and peer advocate at CU Denver. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary investment guidance with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Sasha Fuse is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Charles Schwab, she worked at Fidelity Investments and has held various roles outside the financial 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a multi-asset model portfolio approach supported by in-house research.

Dillon Stuart is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining Schwab, he worked at UBS Financial Services, Inc. and The Vanguard Group, Inc. He has also held various roles outside the financial sector, including positions at Red Bull North America and involvement in political campaign work. 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 guidance alongside access to discretionary separately managed accounts, supported by a multi-asset portfolio approach and extensive operational integration.

Richard Dominguez is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Frost Bank, and various positions outside finance, including at Domino's Pizza and The University of Texas at San Antonio. 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 a large client base with an integrated model offering both non-discretionary and discretionary investment management, centralized custody, and alternative investment options.

Robert Lo Bosco is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and operated his own consulting firm, LoBosco Consulting, LLC. Outside of his advisory work, he serves as secretary for the Landing Town Homes Owners Association, where he is responsible for communications and records. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and centralized client service infrastructure.

Erik Gaucher is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade, Mass Mutual, MetLife Securities, and Charles Schwab Bank. Outside of finance, he is the managing member and owner of Front Porch Hospitality LLC, a restaurant business, and 4 Paw Drive LLC, a management consulting company focused on helping small businesses with tax credits and cost savings. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with an integrated platform of advisory, brokerage, custody, and financial planning services.

Jackson Dinkel is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Commonwealth Financial Network and Conestoga Wealth Partners. Outside of his advisory roles, he has experience supporting senior advisors and assisting with client service and financial planning tasks. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment advisory solutions, leveraging multi-asset model portfolios and a centralized operational structure.