Trevor Mc Gee is a financial advisor with Charles Schwab based in Sugar Land, TX. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank, along with prior positions at Greenyard Inc and Texas A&M University Department of Recreational Sports. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Joshua Carrillo is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2015, including a role at Charles Schwab Bank since 2021. Outside of his advisory work, he delivers food orders as a Dasher for DoorDash. Charles Schwab 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with research-backed alternative investments.

Andrea Veerachalee is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has prior experience at Fidelity Investments. Before entering the financial industry, she spent several years in full-time education. 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 integrated structure combines non-discretionary advisory services with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.