Caleb Trayer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Before joining Schwab, he worked in various roles including at Chick-fil-A and Amazon, and was involved with Eggs Up Grill the Chicken or the Egg LLC. 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, combining non-discretionary client relationships with access to affiliated discretionary separately managed accounts and a formal alternative investment process.

Mark Leonard is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Orion Portfolio Solutions, Orion Advisor Technology, Raymond James & Associates, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios, combining a large client base with an integrated structure that includes centralized custody and order-routing services.

Benjamin Rovenstine is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Lauderdale Homes, L.L.C. and Towne Park before joining Charles Schwab. 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 a broad range of investment guidance supported by its research and due diligence resources.

Calder Lewis is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017. Prior to that, he was affiliated with the University of North Texas for one year. 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 related managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by extensive research and centralized operational infrastructure.

Christina Willis is a financial advisor at Charles Schwab with 12 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, KFORCE, Fidelity Brokerage Services LLC, and TD Ameritrade. 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 discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jason Enright is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Td Ameritrade, Inc., CHARLES SCHWAB and CO., INC., and Charles Schwab Bank, SSB. Outside of his advisory role, he owns an online marketing business focused on generating passive income through TikTok content and affiliate product sales. 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 a combination of non-discretionary and discretionary investment management, supported by centralized custody and operational infrastructure.

Ryan Williams is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at TD Ameritrade and Enterprise Holdings. 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 offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a structured approach to alternative investments.

Brandon Schifferdecker is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. 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 investment guidance and access to discretionary separately managed accounts, supported by a large-scale, integrated operational platform.

Daniel Cea Oliva is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials with one year of industry experience. His prior work includes roles at Liberty Mutual and various other positions before joining Schwab in 2024. 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 and discretionary investment management using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Raphael Robert is a CFP®-credentialed financial advisor at Charles Schwab with seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously held positions at Fidelity Investments, Crown Capital Management, Superior Seafood, and the University of San Francisco. 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 and discretionary investment options, combining multi-asset model portfolios, alternative investment due diligence, and centralized operational support.

Michael Klasel is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work experience includes roles at Ventura Foods, Surespire, and Prima Title Group. Outside of his advisory work, he serves as Head Judge for regional trading card game tournaments with Epik Cards and Games. 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, offering a combination of non-discretionary and discretionary investment management supported by centralized operational infrastructure.

Luke Endres is a financial advisor at Charles Schwab with eight years of industry experience. He has been with Charles Schwab & Co. Inc. since 2017. Prior to that, he worked at Infant House and Divine Mercy Catholic Books & Gifts. 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 a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and alternative investment due diligence.

Stephen Crook is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and previously held roles at TD Ameritrade Clearing, Inc. and TD Ameritrade, Inc. between 2016 and 2024. 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 guidance, supported by multi-asset model portfolios and a structured approach to alternative investments, leveraging its large scale and integrated operational platform.

Brian Hamstra is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at TD Ameritrade from 2007 to 2022 before joining Charles Schwab and Co., Inc. and Charles Schwab Bank. Outside of his advisory role, he owns and operates two cigar-related businesses and breeds ball pythons. 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 offers a combination of non-discretionary and discretionary investment management delivered via multi-asset model portfolios and integrates brokerage, custody, and advisory services.

Kaitlyn Handy is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, she spent five years in full-time education. Charles Schwab & Co., Inc. serves a large client base 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 and discretionary investment solutions, combining centralized custody and order-routing with access to multi-asset model portfolios and alternative investments.

Drake Faulkner is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to Schwab, he worked at Comerica Bank for two years and has experience outside finance running a moving company. 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, offering a combination of non-discretionary and discretionary investment management, brokerage, custody, and financial planning services.

Holden Ehlers is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab in 2023, he worked at Fidelity Investments and held various roles outside the financial industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated 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 centralized custody and operational infrastructure.

Logan Collins is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work experience spans multiple sectors, including payroll services at Paychex and roles in construction and healthcare solutions. 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 affiliated discretionary separately managed accounts and offers an integrated, multi-asset investment approach supported by centralized operations.

Joseph Mazzola is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at TD Ameritrade, Shelton Capital Management, and Thinkorswim Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment management solutions, supported by centralized custody and operational infrastructure.

George Page III is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and six years of industry experience. He previously worked in residential real estate at Christie's International Real Estate and Coldwell Banker Residential Brokerage. Outside of finance, he occasionally assists with carpentry projects on a historic home. 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 blend of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized custody and brokerage services.