Brent Huckabee is a financial advisor with Charles Schwab in Spokane, WA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously at U.S. Bancorp Investments, Inc. from 2014 to 2018. Outside of his advisory role, he serves on the finance committee for the HUB Sports Center. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Jonathan Abdallah is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021. His prior experience includes roles at Edward Jones and Sodexo. 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 and discretionary advisory solutions, supported by a centralized operational structure and multi-asset model portfolios.

Jared Ainley is a financial advisor with Charles Schwab in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade. 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, with investment guidance delivered via multi-asset model portfolios and due diligence on alternative investments.

Riley Bogue is a financial advisor with Charles Schwab in Spokane, WA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Schwab, he held roles at Starbucks, Windermere City Group, Uber Eats, and was involved with Mt Gilead Bible Camp and Santa Rosa Bible Church. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning solutions. Schwab’s approach includes both non-discretionary and discretionary investment management, multi-asset model portfolios, and a formal alternative-investment selection process.

Hunter Jensen is a CFP® professional with 11 years of industry experience, currently advising at Charles Schwab in Spokane, WA. He has been with Charles Schwab & Co., Inc. since 2014 and Charles Schwab Bank, SSB since 2016. Outside of his advisory role, he is developing a business focused on selling Pokémon cards online and blogging about card collecting. 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 managed accounts and offers a range of investment guidance supported by multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Logan Morley is a financial advisor at Charles Schwab with Series 66 registration and experience in the financial industry dating back to 2015. Prior to joining Schwab, he worked at Washington Trust Bank, US Bank, and Rosauers. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management supported by centralized custody and operational infrastructure.

Austin Billeter is a financial advisor with Charles Schwab in Spokane, WA, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior experience includes roles at EAN Holdings LLP and Eide Bailly LLP. Outside of his advisory work, he creates educational YouTube videos focused on mobile game updates and strategies. 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 and discretionary advisory models and offers a range of investment guidance supported by centralized custody and operational infrastructure.

Michael Brunelle is a financial advisor with Charles Schwab in Spokane, WA, holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America Corporation for 15 years and First Financial Northwest Bank for two years. Outside of advising, he has self-published a novel on Amazon. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with integrated brokerage, custody, and financial planning services.

Robert Kuharski is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2006. Outside of his advisory role, he serves as an advisor to Spokane Public Schools Career and Technical Education, assisting educators with financial literacy topics for high school students. 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 multi-asset investment approach supported by centralized custodial and operational structures.

Jeffrey Davies is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and Charles Schwab Bank since 1996 and 2005, respectively. He is based in Spokane, WA. 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 multi-asset model portfolios supported by in-house research and a formal alternative-investment program.