John McCarthy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Lockton and Ameriprise, as well as periods of full-time education. He is based in Westlake, Texas. 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 provides integrated brokerage, custody, and cash-sweep services.

Sylvia Beasley is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and StubHub. Charles Schwab 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 a multi-asset investment approach supported by its in-house research and alternative investment offerings.

Megan Fehribach is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes multiple roles at TD Ameritrade and a longstanding position with The Janis Tarsha Trust since 2015. She is based in Westlake, TX. 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 mix of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a centralized operational platform across a large client base.

Matthew Rhoads is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and was previously with Merrill from 2014 to 2020. Charles Schwab & Co., Inc. serves a broad 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 combines a predominantly non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Darrius Lee is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Exxon Mobil. 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 supported by multi-asset model portfolios and centralized operational infrastructure.

Nathan Rogers is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX. He holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to joining Schwab in 2023, he worked in various roles including at Fresh Door Properties and Life Time Fitness. 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 investment guidance using multi-asset model portfolios supported by centralized custody and operational infrastructure.

Bethany Huff is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Prosper Trading Academy, DoorDash, Talos Holdings, and Eagle Mountain Saginaw ISD. 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. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and rigorous investment due diligence.

Dylan Greene is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2026. Outside of finance, he is active in the performing arts as a bassist, songwriter, producer, and vocalist involved in music production and performance. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and research capabilities.

Stormy Mitchell is a financial advisor at Charles Schwab with 7 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Chase and PLS Check Cashiers. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice, discretionary separately managed accounts, and integrated brokerage and custody services.

Conner Paty is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and bringing five years of industry experience. He has worked at Charles Schwab Bank since 2023 and Charles Schwab & Co., Inc. since 2022, with prior experience at TD Ameritrade from 2020 to 2022. 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. Schwab offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Alexander Marfori is a financial advisor at Charles Schwab & Co., Inc. with Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles in education and retail. 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Zachary Eisenberg is a financial advisor at Charles Schwab in Westlake, Texas, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Daniel's Broiler. 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 separately managed accounts and alternative investments.

Daniel Brickman is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade from 2019 to 2024 and spent a year at Saint Joseph's University in 2016–2017. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory and affiliated discretionary managed account services. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services with access to multi-asset model portfolios and alternative investments.

Michael Burton is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at TD Ameritrade, Stone Resources, Take 5 Oil Change, and Flooring Services. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Gary Bryant is a financial advisor at Charles Schwab with 42 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Schwab in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2023. Outside of his advisory role, he has worked part-time in retail customer service. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with an integrated operational structure.

Stephanie Cox is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 16 years before joining Charles Schwab in 2024. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with integrated custody and brokerage services.

Andrew Chase is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at ESPN/VFL Films and Keller Williams Austin/The CLR Sales Group. Charles Schwab & Co., Inc. 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 blend of non-discretionary advisory and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Christopher Juele 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 Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Prior to his advisory roles, he was involved with Professional Public Adjusters LLC and the Texas Quitters Club. 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. Its investment approach combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and research from the Schwab Center for Financial Research.

Ross Leonardi is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at TD Ameritrade for 10 years before joining Charles Schwab and Co., Inc. and Charles Schwab Bank in 2023. Charles Schwab & Co., Inc. 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 and discretionary investment management with a multi-asset model portfolio approach and centralized operational support.

Kindel Burkett is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab in 2023, Burkett worked at TD Ameritrade and held roles at various financial and service firms. Outside of finance, Burkett operates as an independent business owner with Amway, sharing food and beverage products. Charles Schwab & Co., Inc. 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, offering a combination of non-discretionary and discretionary investment options supported by centralized operational and supervisory infrastructure.