Kevin Stanley is a CFA® charterholder with 29 years of experience in the financial services industry. He is currently with Charles Schwab in Stamford, CT, where he has worked since 2022. Prior to Schwab, he spent seven years at Fidelity Investments. 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 offers a combination of non-discretionary and discretionary investment advisory solutions supported by centralized operations and a formal process for alternative investments.

Gerald Santoro is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. 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 discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by centralized supervision and custody services.

Hans Raymond is a CFP® with 30 years of industry experience, currently affiliated with Charles Schwab in Stamford, CT. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he serves as a corporator for Hartford Hospital, participating in philanthropic leadership and community engagement. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and integrated operational structures.

Thomas Williamson is a financial advisor with Charles Schwab in Stamford, CT, holding a Series 66 credential and 17 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company, Tiaa, and TD Ameritrade. Outside of his advisory career, he serves as a volunteer firefighter with the Sound Beach Volunteer Fire Department. 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 advisory relationships and access to affiliated discretionary managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Eric Rwiliriza is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at firms including Fidelity Investments, HSBC, Bank of America, and Merrill. 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’s client relationship model combines non-discretionary advisory guidance with access to discretionary separately managed accounts and integrates brokerage, custody, and advisory services across a large client base.

Gregory Carnes is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and John Hancock. His current role at Charles Schwab began in 2024. 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 guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Scott Schwendinger is a financial advisor with Charles Schwab in Stamford, CT, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2012. 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 and discretionary investment solutions, combining centralized custody and order-routing with a multi-asset strategic allocation approach.

Jon Rosenblatt is a Series 66 licensed financial advisor with eight years of industry experience. He currently works at Charles Schwab in Stamford, CT, having previously been employed at JPMorgan Securities LLC, TD Ameritrade, and a private family office. Charles Schwab & Co., Inc. serves a large client base of 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 and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options through a centralized and integrated operational structure.

Hans Olrik is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and has experience in both financial services and other business ventures, including roles in electronics and audio-visual workshops. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Timothy Ressler is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Charles Schwab, where he has worked since 2023, following roles at Cetera Advisors, CCR Wealth Management, Fidelity, and AXA Advisors. He also has experience working with TNT Clambakes outside the financial sector. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated advisory, brokerage, and custody services with a mix of non-discretionary and discretionary investment options.

Odysseus Rethis is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently affiliated with Charles Schwab, where he has worked since 2022, having prior experience at TD Ameritrade, Securities America, and Bank of America. Outside of his advisory role, he is a member of Bolden Rethis LLC, a small business involved in real estate management. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment due diligence, and a centralized operational structure.

James Goetz is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, Morgan Stanley, and several positions in the food service industry. 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 advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

James Raymond is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Cantor Fitzgerald & Co., and Maxim Group LLC. Outside of his advisory role, he is a lacrosse coach at the Long Island Lacrosse Club North. 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 guidance and access to discretionary separately managed accounts, supported by centralized custody and a multi-asset model portfolio approach.

Lecia Lupoli is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of her advisory role, Lecia provides private tutoring focused on preparing high school students for standardized tests such as the PSAT, SAT, and ACT. 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 services with access to discretionary separately managed accounts, offering clients strategic asset allocation and alternative investment options.

Kevin Judge is a CFP®-certified financial advisor with 26 years of industry experience. He is currently affiliated with Charles Schwab, where he has worked since 2018. His prior experience includes roles at Infinex Investments, Fairfield County Financial Services, LPL Financial, Raymond James Financial, Citigroup Global Markets, and Citicorp Investment Services. 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 advisory relationships and access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and a structured alternative-investment process.