Michael Conn is a financial advisor at Charles Schwab in Westlake, Texas, holding Series 63 and Series 66 registrations with three years of industry experience. Prior to his current role, he worked at Charles Schwab Bank and had positions outside finance, including at Chick-fil-A. 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 solutions supported by multi-asset model portfolios and due diligence from its research center.

Bradford Hutchins is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at Texas Capital Bank, PNC, and UMB Bank. 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 management utilizing multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services.

Dylan Zepeda is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work includes roles at Roaring Fork, 4D Capital, and Charles Schwab Bank. 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 solutions supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Ryan Brooks is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at TD Ameritrade Clearing, Inc. and Charles Schwab Trust Bank, SSB. He is based in Westlake, TX. 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 and discretionary investment options, supported by its scale and integrated operational structure.

Quentin Johnson is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at TD Ameritrade for seven years 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 advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios, due diligence on alternative investments, and integrated custody and brokerage services.

Jane Carol Or is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX. She holds the Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Schwab in 2025, she spent 14 years at BNP Paribas Wealth Management. 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 SMA portfolios and offers a broad range of integrated brokerage, custody, and advisory services.

Donald Rivers is a financial advisor at Charles Schwab in Westlake, TX, with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at several mortgage services firms and home loan companies. 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 separate managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Du Chein Fox is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, Fox worked at TD Ameritrade and has concurrent retail experience with Best Buy. Outside of finance, Fox is the CEO and owner of Fox Den Studios Ltd., an audio/visual production company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts with integrated brokerage and custody services.

Misty Soriano is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, following tenure at TD Ameritrade and ongoing involvement with AdvoCare. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Keith Kadesky is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles at Goldman Sachs and Legends, as well as various positions outside of finance such as photography and education. 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 SMA portfolios and offers centralized custody and operational support.

Abril Toy is a financial advisor at Charles Schwab with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2019. Prior to her financial services career, Abril worked briefly in education and retail, and was involved with The Salvation Army Denver Red Shield. 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 multi-asset model portfolios and a formal alternative investment process.

Kerion Cooper is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at TD Ameritrade Inc and Charles Schwab Bank, SSB. He also serves as an instructor at Devry University's Keller School of Business Management. 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 integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab Center for Financial Research.

Brianna Sansom is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. She has held positions at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2022. Prior to her financial services career, she worked in retail and education sectors, including roles at Altar'd State and Salata. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investments program.

Na Lian is a financial advisor with Charles Schwab in Westlake, Texas, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Charles Schwab in 2022, Na worked at Heng Feng Tai Shi Capital Management Co., Ltd. from 2014 to 2017. 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 multi-asset model portfolios and a centralized operational structure.

Christopher Chakkalapadavil is a financial advisor with Charles Schwab & Co., Inc. and holds Series 63 and Series 66 licenses. He has 12 years of industry experience and has worked at several firms including Cetera Investment Services, Citizens Securities, Truist Advisory Services, and SunTrust Investment Services. Outside of his advisory role, he works as a delivery driver for DoorDash and as a driver for Uber and Lyft. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of wrap fee advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and access to alternative investments through a centralized and integrated operational structure.

Glenn Durr is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized custody and operational services.

Nicholas Hodgson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and four years of industry experience. He previously worked at North Texas Orthopedics and North Tarrant Family Practice before joining Charles Schwab. Charles Schwab serves a large client base of 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 multi-asset model portfolios supported by centralized custody and operational infrastructure.

Quinton Edwards is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade and MRC Global. Edwards 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 both non-discretionary and discretionary investment options, using multi-asset model portfolios and research from the Schwab Center for Financial Research.

Brent Shields is a CFP®-certified financial advisor with 18 years of industry experience, currently with Charles Schwab. He has previously worked at Fidelity Investments 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, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Josephine Elliott is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, she held various positions outside finance, including roles in fitness and education. 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 affiliated discretionary separately managed accounts within an integrated brokerage and advisory platform.