Joseph Simonett is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2021, following five years at Ameriprise Financial Services, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its 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 its Center for Financial Research.

Izaak Herrera is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Fidelity Investments and service in the Minnesota Army National Guard. Herrera has also been involved with the YMCA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory, offering a mix of non-discretionary and discretionary investment services supported by multi-asset model portfolios and a centralized operational structure.

Mark Kangas is a financial advisor with Charles Schwab based in Wayzata, MN, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. His prior roles include positions at Scottrade, Inc. and TD Ameritrade Investment Management, LLC. 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 offers a multi-asset investment approach supported by research and alternative investment options.

Yevgeniy Drozdov is a financial advisor with Charles Schwab in Wayzata, MN, holding a Series 66 designation and 11 years of industry experience. He has worked at Charles Schwab and its affiliated bank since 2016, following a brief tenure at Ameriprise. Drozdov serves as a board member for a nonprofit Slavic church and participates on the Business and Finance Committee of the Minnesota CFA Society. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through its wrap fee program and managed-account offerings, combining brokerage, custody, and advisory services in an integrated platform with a mix of non-discretionary and discretionary investment solutions.

Andrew Lindell Sr. is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work includes eight years with the Bloomington School District. 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, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

David Hiatt is a financial advisor with Charles Schwab in Wayzata, MN, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Charles Schwab since 2011 and Charles Schwab Bank since 2013. 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 offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Dean Rydstrand is a financial advisor with Charles Schwab in Wayzata, Minnesota, holding Series 63 and Series 66 credentials and with 28 years of industry experience. He has worked at Charles Schwab since 2006 and Charles Schwab Bank since 2018. Outside of his advisory role, he is the owner and creator of Anti-Gravity Shoelaces, a novelty and games business based in Orlando, Florida. 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 separate managed accounts and employs a multi-asset model portfolio investment approach.

Jocelyn Fena is a financial advisor at Charles Schwab with Series 66 credentials and four years of industry experience. Prior to joining Schwab, Jocelyn worked at Berger Montague PC, Gartner, Inc., and The Advisory Board Company. Charles Schwab & Co., Inc. serves mainly 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 services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Alexis Didier is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, Alexis held roles at Hudl and several hospitality and service businesses. 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 structured approach to alternative investments and cash management.

Alan Sullivan is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously at Enterprise Holdings from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related 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 centralized custody and operational services.

Arjun Wickremasinghe is a financial advisor at Charles Schwab with a Series 66 designation. He has held various roles in the financial industry since 2016, including positions at First Foundation Bank, Blue Street Capital, and Partners Capital Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Jordan Reiley is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Fidelity Investments and Paysafe Group. Reiley is based in Wayzata, MN. 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 options, supported by centralized custody and supervisory structures, and employs multi-asset model portfolios with strategic asset allocation.

William Schwind is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2010. Prior to that, he worked at Ameriprise and Ameriprise Advisor Services from 2006 to 2010. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 a combination of non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.