Kelly Edwards is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo and Northern Trust. Edwards is currently 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios, due diligence on alternative investments, and centralized custody and order-routing services.

Jonathan Shoush is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 21 years of industry experience. His career includes significant tenure at Fidelity Investments from 2006 to 2025 and a brief period at Ameriprise in 2005-2006. He has also been with Charles Schwab and its affiliated entities since 2025. 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by research and due diligence on alternative investments, all within a large-scale, integrated operational framework.

Jesse Martinez is a CFP® professional with four years of industry experience, currently serving at Charles Schwab. His prior work includes roles at TD Ameritrade and a period as a self-employed advisor. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts, supported by a centralized operational and custody infrastructure.

Adam Gonsoulin is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. 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 both non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.

Matthew Smith is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Charles Schwab in 2017, he worked for Fidelity Brokerage Services LLC from 2015 to 2017. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by ongoing research and due diligence.

Sandra Gutierrez is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily 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 services supported by multi-asset model portfolios and centralized operational infrastructure.

Elisabeth Farlow is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Charles Schwab since 2013 and also works with Charles Schwab Bank. Outside of her advisory role, she serves as secretary and volunteer board member for the Woodshire Court 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 both non-discretionary and discretionary investment management with a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Gregory Hilbert is a CFP® professional with 15 years of industry experience. He is currently with Charles Schwab & Co., Inc., having joined in 2026, and previously worked at Fidelity Personal and Workplace Advisors and Fidelity. 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 a comprehensive multi-asset investment approach supported by due diligence from the Schwab Center for Financial Research.

Cory Walthall 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 Charles Schwab Bank SSB since 2024, Charles Schwab and Co., Inc. since 2022, and previously at TD Ameritrade from 2013 to 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and maintains a large integrated structure supporting a broad client base.

Andrew Haag is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade for 16 years before joining Schwab. Outside of his advisory role, he is involved in music as a vocalist and rhythm guitarist in a band and engages in research and development with Treasure Tank Productions LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated wealth management platform.

Gregory Travitz is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 registrations and 26 years of industry experience. His career includes long tenures at TD Waterhouse Investor Services and Ameritrade before joining Charles Schwab in 2021. 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 client relationships with access to affiliated discretionary SMAs, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Melissa Weeks Billeg is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at TD Ameritrade, Fidelity Investments, Capital One Investing, and First Command Financial Planning. 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 guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Eric Nease is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at USAA Investment Management Company, USAA Financial Advisors, and Wells Fargo. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by multi-asset model portfolios and a centralized operational structure.

Adaryl Davis is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, previously serving at TD Ameritrade from 2012 to 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 advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Ryan Stepp is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2022 and previously spent six to seven years with TD Ameritrade. Outside of finance, he was involved with The Bedford Farmers Market for six years. Charles Schwab serves a broad client base that includes 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 services with access to affiliated discretionary portfolios and offers a multi-asset investment approach supported by in-house research and due diligence on alternative investments.

Thomas Shannon is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. He 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by comprehensive research and alternative investment options.

Jeffrey Beck is a CFP® professional affiliated with Charles Schwab with 12 years of experience in the financial industry. His prior roles include positions at The Vanguard Group, Personal Capital Advisors, E*TRADE Capital Management, and TD Ameritrade. He is currently 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Darrell Nichols is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Charles Schwab since 2017, following roles at TD Ameritrade and Asset Management Corporation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through the Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers a multi-asset portfolio approach supported by centralized custody and research.

Eric Schein is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior experience includes roles at Transamerica and academic work at the University of Texas. 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a large integrated platform.

Silas Wade is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked in event management and the food service industry, including roles at NW Event Management Group and Jersey Mike's Subs. He also has experience with Portland Catering Company and Tarascio Financial Planning. 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 services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by its in-house research and alternative investments platform.