Jeffrey Giles is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at TD Ameritrade, NYLIFE Securities, and New York Life Insurance. Outside of his advisory duties, he occasionally assists with administrative tasks at a family healthcare business. Charles Schwab 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 and discretionary investment management services supported by multi-asset portfolios and rigorous due diligence on alternative investments.

David Marti is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and Charles Schwab. Outside of his advisory role, he is involved in managing a rental property. Charles Schwab 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 a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Joe Dandridge is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes prior roles at TD Ameritrade, Carillon Group, and Snow Creek. 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 separate managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Matthew Noben is a financial advisor at Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 credentials with eight years of industry experience. He previously worked at TD Ameritrade for six years and Centurylink for fourteen years. 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 a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Michael Rois is a financial advisor at Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 credentials with five years of industry experience. Prior to joining Charles Schwab in 2023, he worked at TD Ameritrade and held various roles at Westminster College and other organizations. Charles Schwab serves a large client base, primarily 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 centralized custody and due diligence processes.

Jason Lohbeck is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and Scottrade. Outside of his advisory role, he owns and operates Lohbeck Woodworks, a furniture building business. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and extensive resources for alternative investments.

Brandon Elledge is a financial advisor at Charles Schwab based in St. Louis, MO, with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab, he worked at TD Ameritrade and has experience in both financial services and hospitality, having worked at Paradise Tropical Bar & Grill. Charles Schwab 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. Schwab offers a combination of non-discretionary advice and access to discretionary SMAs, supported by multi-asset model portfolios and a formal alternative-investment process.

Timothy Grosswiler is a financial advisor with Charles Schwab who holds a Series 66 designation and has five years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade and Edward Jones. Outside of his advisory career, he serves as a part-time instructor at North Broadway Brazilian Ju-Jitsu in St. Louis. 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 investment recommendations and access to discretionary separately managed accounts, combining scale with integrated brokerage, custody, and advisory services.

Christopher Egland is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at TD Ameritrade, Busey Bank, and Southern Illinois University Edwardsville. Prior to his advisory career, his background includes roles at the Alzheimer's Association and Wallis Companies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach. The firm is notable for its large scale and integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Jessica Rudolph is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. Her prior employment includes roles at TD Ameritrade Investment Management, TD Ameritrade, Inc., and Scottrade Inc. 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, combining multiple wrap programs with integrated brokerage, custody, and advisory services.

Zackery Brinkley is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at TD Ameritrade Inc. and Scottrade Inc. 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 models with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Yale Benson is a financial advisor with Charles Schwab, holding the Series 66 and Series 63 designations and having five years of industry experience. Prior to joining Schwab, Yale worked at TD Ameritrade and has a diverse background including roles at United Parcel Service and Uber Eats. 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, employing multi-asset model portfolios and a centralized operational structure.

Joseph Wheeler is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, MO. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including prior roles at TD Ameritrade Inc. Outside of financial advising, he works part-time in event staffing with Keystone Event Staffing, assisting with customer service and crowd management at local events. 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 investment options supported by centralized custody and operational capabilities.

Michael Grosch is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including TD Ameritrade and Charles Schwab. Outside of advising, he has experience managing rental property and works part-time as a bartender and assistant in the construction industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary client relationships with access to discretionary managed accounts and a multi-asset investment approach supported by centralized custody and operational services.

Taylor Ringkamp is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab since 2022 and previously held positions at TD Ameritrade, Shipt Inc., Zurvita, DoorDash Inc., Randstad HR Solutions, and Waterway Gas & Wash. 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 with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investment offerings.

Kathleen Menaugh is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade and Lowe's. She is based in St. Louis, Missouri. Charles Schwab 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 offers both non-discretionary and discretionary investment options, integrating multiple services such as brokerage, custody, and cash-sweep arrangements.

Lawrence Clark is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022, following prior roles at TD Ameritrade and Scottrade. 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, using multi-asset model portfolios and centralized custodial and operational support.

Zachary Macha is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at TD Ameritrade, Amazon, Cengage, Ladue Pharmacy, and Dairy Queen. 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 strategic asset allocation models and a centralized operational structure.

Skyla Wolcott is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. Her previous work includes twelve years at TD Ameritrade Inc. before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Brendan Summary is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Charles Schwab and its affiliated banks since 2021, and previously at Scottrade, Inc. from 2008 to 2021. 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 strategies and offers centralized custody, brokerage, and cash-sweep services.