Tatum Taucher is a financial advisor with Charles Schwab in St. Petersburg, FL, holding a Series 66 credential and three years of industry experience. Their work history at Charles Schwab and Charles Schwab Bank spans from 2021 to the present, alongside earlier roles including work at Our Lady Star of the Sea and Urban Dogg. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and operates a large-scale, integrated platform offering advisory, brokerage, custody, and cash-sweep services.

Dylan Heisey is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments and JPMorgan Chase. 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 supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Nicole French is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade, Regions Bank, First Commerce Credit Union, and Electronet Broadband Communications. French is based in St. Petersburg, FL. 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 separate managed accounts, using multi-asset model portfolios and a centralized operational structure.

Katie Bramley is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has previously worked at Independent Financial Partners and Wasmer Schroeder. Outside of finance, she has experience in the restaurant industry, including roles at Tony Sacco's Coal Oven Pizza and Citrola's Italian Restaurant. Charles Schwab serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated platform includes advisory, brokerage, custody, and cash-sweep services, supporting a large client base with multi-asset model portfolios and alternative investment options.

Kevin Wing is a CFP® professional with 12 years of experience in financial advising, currently at Charles Schwab in St. Petersburg, FL. His prior work includes six years at T. Rowe Price and four years at TD Ameritrade. He holds the Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management. The firm combines brokerage, custody, and advisory services with access to multi-asset model portfolios and alternative investments.