Wyatt Weaver is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at Power Kleen, the Town of Pendleton - Fall Creek Golf Club, and GO Irrigation. 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 SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

John Anglin is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade. 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 and due diligence on alternative investments.

Carolyn Porras is a Certified Financial Planner (CFP®) with 20 years of industry experience. She currently works at Charles Schwab in Tulsa, OK, where she has been since 2020. Before joining Schwab, she held positions at Bank of America, Merrill, and Wells Fargo Advisors. 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 separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kristen Lierly is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, following prior roles at CETERA Advisor Networks LLC and Summit. Outside of her advisory role, she is involved in a lodging business, owning a home used as an Airbnb rental. 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, offering multi-asset model portfolios and alternative investment options.

William Lipps is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Oklahoma State University. Outside of finance, he has been involved with Miso Asian Bistro and Wings of Hope Family Crisis Center. 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 management, leveraging multi-asset model portfolios and an integrated operational structure.

Terry Krueger is a financial advisor with Charles Schwab in Tulsa, OK, holding CFP®, Series 63, and Series 66 credentials and possessing 16 years of industry experience. His career includes ten years at TD Ameritrade before joining Charles Schwab and Charles Schwab Bank in 2020. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Joshua Buckamneer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Charles Schwab Bank, Charles Schwab, Fisher Investments, and Fidelity Investments. 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 and discretionary investment options, combining strategic asset allocation models with access to alternative investments and centralized custody and order-routing services.

Sadie Wilfong is a financial advisor with Charles Schwab in Tulsa, Oklahoma, holding a Series 66 designation and one year of industry experience. Prior to her current role, she operated Bella Aesthetics LLC, a business in the aesthetics industry, for five years. 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 separate managed accounts and alternative investments.

Phil Barton is a financial advisor with Charles Schwab in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Before joining Charles Schwab and its affiliated bank in 2022, he worked at IBM from 1983 to 2016. 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 advice and access to discretionary separately managed accounts, combining centralized supervisory, custody, and order-routing functions with multi-asset portfolios and alternative investment options.

Chad Book is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill, Fidelity Investments, Equitable Advisors, and Pioneer Natural Resources. Outside of his advisory role, he is a limited partner in Lakeway Builders LLC, overseeing the construction of family custom homes. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance combined with access to discretionary separately managed accounts and a multi-asset model portfolio approach.

Sean Fleming is a financial advisor at Charles Schwab with Series 63 and Series 66 registrations and three years of industry experience. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., with prior experience at T-Mobile and Liberty Mutual. 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 models with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios supported by centralized supervision and a formal alternative-investment process.

David Cornell Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Charles Schwab & Co., Schwab Wealth Advisory, Wells Fargo, Fisher Investments, and DTR Labs LLC. He is based in Tulsa, Oklahoma. 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 separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment onboarding process.