Nathan Loseke is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank SSB. Before entering financial services, he worked in martial arts instruction and church development services. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Thomas Morrison is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior work includes positions at TD Ameritrade, INC., Scottrade, and a catering business in St. Louis. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash-sweep services within a large, integrated platform.

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 at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and the City of Saint Louis. Outside of his advisory role, he owns and rents out a duplex in St. Louis, MO. 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 discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Hunter Gonce is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade, Inc., the Bogey Club, The Source Group, the Columbia Country Club, and the University of Missouri. 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 broad range of integrated custody and brokerage services.

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 four years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab since 2024, with prior experience at TD Ameritrade and other companies across various sectors. 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 advisory, brokerage, custody, and financial planning services. The firm provides both non-discretionary and discretionary investment options using multi-asset model portfolios and a centralized operational structure.