Jason Fudge is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His previous work includes roles at TD Ameritrade, Charles Schwab Bank, and retail positions at Texas Roadhouse and United Supermarkets. 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 accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Eric Johnson is a CFP® professional with nine years of industry experience, currently serving at Charles Schwab in Westlake, TX. He has worked with Charles Schwab since 2016 and has been with Charles Schwab Bank, SSB since 2025. 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 related managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab’s Center for Financial Research.

Session Rainwater is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022, following 11 years 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 combines non-discretionary advisory with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Marcus Thorstad is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at TD Ameritrade from 2008 to 2024 before joining Charles Schwab Trust Bank and Charles Schwab & Co., Inc. in 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 guidance and access to discretionary separately managed accounts within a large-scale, integrated operational structure.

Daniel Ramirez is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank. Outside of his advisory role, he owns a rental property unrelated to financial services. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a structured alternative investment program.

Christopher Pace is a financial advisor at Charles Schwab with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services, Citigroup, and Edward Jones. Outside of financial services, he was involved with the PACE Family Inc DBA Ritmo Cafe for six years. Charles Schwab serves a large client base mainly 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 advisory relationships and access to discretionary separately managed accounts, combining centralized custody and operational support with multi-asset investment guidance.

Sonia Davenport is a financial advisor at Charles Schwab with nine years of industry experience. She has held positions at Charles Schwab & Co., Inc. since 2020 and previously worked at Edward Jones from 2016 to 2020. She holds a Series 66 designation. 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 investment guidance using multi-asset model portfolios and alternative investment options.

Austin Rupert is a financial advisor with Charles Schwab and holds Series 63 and Series 66 licenses. He has two years of industry experience and has held roles with Charles Schwab Bank SSB and Charles Schwab since 2023. Prior to joining Schwab, he worked in various capacities including positions at Vacasa, Money Move Locating, and real estate firms. 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 a centralized operational structure.

David Rowlett is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2014 to 2022. Outside of advisory services, he is involved in a rental services business based in Denton, Texas. 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 mix of non-discretionary and discretionary investment guidance utilizing multi-asset model portfolios and a distinctive integrated operational structure.

Hunter Webb is a Series 66-licensed financial advisor with three years of industry experience, currently with Charles Schwab. Prior to Schwab, he worked at Fidelity Investments and has held various positions in retail and insurance. 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 guidance with multi-asset model portfolios and access to alternative investments.

Jesus Gonzalez is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at TD Ameritrade and TD Industries. Outside of his advisory role, he has worked as a food delivery driver. 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 combines a non-discretionary advisory model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational systems.

William Bartram is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining Charles Schwab in 2018. 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 and discretionary investment solutions with integrated brokerage, custody, and advisory services.

Angela Vongkhaophet is a financial advisor at Charles Schwab with six years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2019. Prior to her career in financial advising, she was a student from 2015 to 2019. 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 a formal alternative-investment onboarding process.

Justin Parker is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include working at TD Ameritrade Inc. and Charles Schwab & Co., Inc., and he has experience in operations and academia at the University of Texas at Dallas and Parker Operating Company. 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 advisory relationships and access to discretionary separately managed accounts using multi-asset model portfolios and an alternative investments program.

Gregory Oconnell 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 Bank, SSB, Charles Schwab & Co., Inc., and TD Ameritrade, Inc. since 2016. 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 strategic asset allocation and due diligence on alternative investments.

Hong Nhung Pham is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 63 license and has worked at Charles Schwab and Charles Schwab Bank since 2017. Her prior experience includes roles at World Financial Group, Cam Management LLC, and Top Tier Staffing. 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 centralized custody and advisory operations.

Sherin Mansour is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Woodforest National Bank. Mansour 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Darryl Lipinski is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes 15 years at UBS Financial Services before joining Charles Schwab in 2019. He also serves as a FINRA arbitrator, taking part in cases every few years after vetting for conflicts of interest. 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 options, supported by multi-asset model portfolios and a formal alternative-investment process.

Samuel Dansby is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His previous roles include positions at USAA Investment Services Company, USAA Life Insurance Company, and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a structured due diligence process.

Jonathan Davis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. His previous roles include positions at TD Ameritrade Inc., Charles Schwab Bank, SSB, and 10_52 Strategic Advisors. 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 both non-discretionary and discretionary investment options, combining centralized custody and operational infrastructure with access to multi-asset model portfolios and alternative investments.