Jeanelle Medina is a CFP® and holds a Series 66 license. She has been with Charles Schwab since 2022 and has three years of industry experience. Prior to joining Schwab, she worked at Portfolio Insider and Instacart. Outside of her advisory role, she runs training camps for youth through the Los Angeles Dodgers Training Academy. Charles Schwab primarily serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering integrated brokerage, custody, and advisory services with a combination of non-discretionary and discretionary investment options.

Dawn Kim is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior roles include positions at Bank of America, Merrill, UnionBanc Investment Services, Kinecta Financial & Insurance Services, and LPL Financial. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Jordan Opre is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, he was involved with Bandcamp LLC for two years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Lisa Quartarone is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2014. Outside of her advisory role, she serves as Treasurer for the West Village Homeowners Association. 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 solutions, utilizing multi-asset model portfolios and access to alternative investments within a large, integrated platform.

Martha Holladay is a financial advisor at Charles Schwab with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2013. Outside of her advisory role, she is a California Notary Public. 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 multi-asset investment approach supported by research and alternative investment options.

Gilberto Alvarez is a CFP® with 12 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2019 across several affiliated entities. Prior to Schwab, Alvarez was with Wells Fargo and its related firms from 2014 to 2021. 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 models with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Laura Vasquez is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Charles Schwab and its affiliated bank since 2015, with a brief tenure at H&R Block in 2018. Outside of her advisory role, she is an Airbnb property owner. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management. The firm combines extensive scale with integrated brokerage, custody, and advisory services, utilizing multi-asset model portfolios and a formal alternative-investment platform.

Nicole Novales is a financial advisor with Charles Schwab in Torrance, CA, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at LPL Financial and LBS Financial Credit Union prior to joining Charles Schwab and Charles Schwab Bank in 2019. 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 research from the Schwab Center for Financial Research.

Christian Masariego is a CFP® with 10 years of industry experience currently advising clients at Charles Schwab in Torrance, CA. His career includes roles at Charles Schwab Bank, TD Ameritrade, BancWest Investment Services, and Fidelity. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its wealth advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management with a focus on multi-asset model portfolios and centralized service delivery.

Kevin Khu is a financial advisor with Charles Schwab in Torrance, CA, holding a Series 66 designation and seven years of industry experience. His career includes roles at Citibank and Citigroup before joining Charles Schwab and Charles Schwab Bank in 2018. Outside of his advisory work, he occasionally broadcasts live gameplay on Twitch. Charles Schwab & Co., Inc. serves 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, employing multi-asset model portfolios and a centralized operational structure.

Tyler Nishikawa is a financial advisor with Charles Schwab and Co., Inc. in Torrance, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments and entrepreneurial ventures such as Angel Cove LLC and Gym Rat Fuel LLC, as well as freelance videography, photography, and marketing activities. Charles Schwab 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 with integrated brokerage, custody, and cash-sweep services.

Ryan Bomersback is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Strategic Advisers, Inc. before joining Charles Schwab and Charles Schwab Bank in 2017. 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 investment approach combines non-discretionary advisory models with access to discretionary separately managed accounts, multi-asset portfolio strategies, and a formal alternative-investment process.

Dylan Dennis is a financial advisor at Charles Schwab in Torrance, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Thrivent Financial and Thrivent Investment Management Inc. He spent several years in full-time education before beginning his financial services career. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Marc Myers is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Outside of financial advising, Myers works as a ski instructor at Mountain High Ski Resort, where he designs and implements individualized learning programs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm’s integrated structure supports a large client base with centralized supervision, custody, and a distinctive approach combining strategic asset allocation and alternative investment due diligence.

Lok Tin Wang is a financial advisor with Charles Schwab who holds a Series 66 designation and has two years of industry experience. His prior work includes multiple roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as experience at PTD Enterprise and the University of California-San Diego. 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 maintains a centralized operational and supervisory structure.

Steven Alvarenga is a financial advisor with Charles Schwab in Torrance, CA, holding a Series 66 license and nine years of industry experience. He previously worked at Bank of America, Merrill Lynch, and Wells Fargo. Outside of his advisory role, he owns and manages several businesses, including an RV rental company, a gourmet cheese retail shop, and a tabletop game company. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by strategic asset allocation models and a centralized operational structure.

Alejandro Martinez is a financial advisor at Charles Schwab in Torrance, CA, holding a Series 66 designation. He began his career at Charles Schwab Bank and Charles Schwab & Co., Inc. in 2026. Prior to entering the financial industry, Martinez spent several years in education and various roles including positions at the University of Southern California and Kelly Services. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a distinctive integrated structure.

Garrett Roberts is a financial advisor at Charles Schwab & Co., Inc. with Series 63 and Series 66 credentials. He has been with Charles Schwab since 2026 and previously held roles at Mosaic Medical Beverly Hills, Gap, Inc., and the UCSB Disabled Students Program. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Matthew Diaz is a financial advisor with Charles Schwab holding Series 63 and Series 65 credentials and one year of industry experience. Prior to Schwab, he worked at Fidelity Investments and has a varied background including roles in the food service and retail sectors. 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 recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Andrew Martinez is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Ameriprise Financial. He also spent several years in full-time education before entering the financial services industry. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and brokerage services.

Ezra Hamilton is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2025. Outside of his advisory role, he works part-time and seasonally as an ocean lifeguard for California State Parks. 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 SMA portfolios and offers a broad range of investment guidance supported by centralized custody and operational infrastructure.

Chad Denney is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2011 and 2015, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering wrap fee advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios with periodic reviews and alternative investment options.

Jerame Tillman is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Charles Schwab and Co., Inc. since 2019 and at Charles Schwab Bank, SSB since 2022. Prior to his financial career, he was involved in the hospitality industry, working at Second Story Liquor Bar and The Handlebar Tempe. 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 approach combines primarily non-discretionary client relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab’s research and due diligence capabilities.