Tatum Taucher is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Charles Schwab with three years of industry experience. Prior to focusing on financial services, Taucher has held roles at Charles Schwab Bank, Our Lady Star of the Sea, Urban Dogg, and worked in educational positions including at the University of Colorado at Boulder and Ponte Vedra High School. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals primarily 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 multi-asset model portfolios and due diligence on alternative investments.

Dylan Heisey is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab in 2025, he worked at Fidelity Investments and JPMorgan Chase. 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 relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment due diligence, and integrated brokerage, custody, and cash-sweep services.

Anh Nguyen is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley and PNC Bank. Outside of finance, he is involved with Fitness International LLC. 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 relationships with access to affiliated discretionary separately managed accounts and alternative investment offerings.

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 CFP®-certified financial advisor with four years of industry experience. She is currently with Charles Schwab in St. Petersburg, FL, where she has worked since 2020, including time with Charles Schwab Bank. Prior to this, she held roles at Independent Financial Partners and Wasmer Schroeder. Outside of finance, she has experience working in the restaurant industry. 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 advisory relationships with access to affiliated discretionary SMAs, using multi-asset model portfolios, alternative investment due diligence, and centralized operational support.

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.