Matthew Snow is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Charles Schwab & Co., Schwab Wealth Advisory, TD Ameritrade, Scottrade, and Total Quality Logistics. 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 guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Mei Hui Wu is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Schwab in 2022, she worked at TD Ameritrade and has a diverse background including roles in hospitality and education. She has also been involved in operating a seafood business. 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, offering a combination of non-discretionary and discretionary investment management supported by a centralized operational structure.

John Benson is a financial advisor with Charles Schwab who holds a Series 66 designation and has 10 years of industry experience. He previously worked at TD Ameritrade, Scottrade, and First Command Advisory Services. Outside of his advisory role, he engages in woodworking as a hobby and creates furniture and household goods, which he plans to sell. 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 solutions supported by multi-asset model portfolios and centralized operational resources.

Stephen Dreyer is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, Missouri. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior work at TD Ameritrade and the University of Missouri-Saint Louis. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its Center for Financial Research.

Nathan Loseke 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 Charles Schwab and Co., Inc. since 2023 and at TD Ameritrade from 2017 to 2024. His previous work history also includes roles outside finance such as at Texas Roadhouse and Park's Martial Arts Academy. 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 advisory guidance and access to discretionary separately managed accounts, combining centralized custody and order-routing with a multi-asset model portfolio approach.

Thomas Morrison is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 designations and previously worked at TD Ameritrade, Scottrade, and in the catering industry 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Edmund Dlugensky is a financial advisor at Charles Schwab with 18 years of industry experience. He has been with Charles Schwab and Co., Inc. since 2022, following 14 years at TD Ameritrade. He holds Series 63 and Series 66 licenses. 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 and discretionary advisory models while offering multi-asset model portfolios and a centralized operational structure.

William Hopkins is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, APC Automotive, and Frontier Communications. He is based in St. Louis, MO. 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 a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Jeffries is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at TD Ameritrade and the City of Saint Louis, as well as six years at Amco Ranger Termite and Pest. Outside of his advisory work, he owns and rents out part of a duplex in which he also resides. Charles Schwab 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 models and access to affiliated discretionary separately managed accounts, leveraging multi-asset portfolios and centralized operational infrastructure.

Hunter Gonce is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at TD Ameritrade, The Source Group, Columbia Country Club, and the University of Missouri. 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 management solutions. The firm is notable for its large scale, integrated service model, and a distinctive combination of advisory and discretionary managed account offerings.

Zhi Lu is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining Schwab in 2025, he worked at Mypaltrade Securities Inc. and Scottrade, Inc. He also teaches photography classes at the St. Louis Chinese Language School. 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, combining non-discretionary advisory models with access to discretionary separately managed accounts.

William Kendall is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Before joining Charles Schwab in 2024, he held roles at TD Ameritrade and Lowe's Companies, among others. 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 services with access to affiliated discretionary SMAs and offers a broad range of investment and custody solutions.