Matthew Ullrich 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 and Charles Schwab Bank since 2022, following an eight-year tenure at TD Ameritrade. Prior to his financial services career, he worked at AMC Theatres for one year. 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 both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with centralized custody and operational support.

Frederick Ghorbani is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. since 2016. 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 guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and a centralized operational structure.

Harold Duncan is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2020. Prior to that, he was employed at USAA Investment Management Company and USAA Financial Planning Services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary SMA portfolios and offers multi-asset strategic asset allocation supported by research and alternative investment due diligence.

Ryan O Connor is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Glen Ridge Country Club and spent several years in full-time education. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options within an integrated and large-scale operational platform.

Jase Keel is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Charles Schwab Bank, Central Market, and Amazon, along with several years in full-time education. 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 both non-discretionary and discretionary investment options, delivering multi-asset model portfolios and alternative investment due diligence within a highly integrated service structure.

Renee Parker is a financial advisor at Charles Schwab & Co., Inc. with a Series 66 designation and two years of industry experience. Her prior work includes roles at American Airlines, Milestone Church, and Buffalo Wild Wings. 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 guidance, employing multi-asset model portfolios and a centralized operational structure.

Matthew Roth is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at firms including Clear Capital and Northwestern Mutual. 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 SMAs, offering multi-asset model portfolios and alternative investment options through a centralized and integrated operational structure.

Cicely Jaubert is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including TD Ameritrade Investment Management, Morgan Stanley Private Bank, and Fidelity Brokerage Services. Outside of her advisory role, she is an author whose book was published by Dorrance Publishing in 2015. 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 discretionary separately managed accounts and a formal alternative-investment platform.

John Broderick is a CFP®-designated financial advisor with 29 years of industry experience, currently with Charles Schwab. His prior experience includes roles at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory work, he has been involved with Mirasol Country Club since 2018. 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 solutions, supported by centralized custody and operational infrastructure.

Zachary Lindsey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at TD Ameritrade and Allstate Insurance. Outside of advising, he appears in advertising for Doggy Doggz Pet Waste Removal, a waste management business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm’s integrated structure and scale support a variety of advisory and brokerage services delivered through multi-asset model portfolios and alternative investment options.

Zachary Hoekstra is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of Charles Schwab since 2023. His prior roles include positions at Northwestern Mutual and involvement with the Lubbock Western Little League. 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 models with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by the Schwab Center for Financial Research.

Paxton Porras is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at TD Ameritrade and has a background that includes time at the University of Texas at Arlington. 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 advice and access to discretionary separately managed accounts. The firm operates a large-scale, integrated model providing brokerage, custody, and advisory services with a focus on multi-asset strategic allocation and alternative investments.

Peter Virgilio is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 credential and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Fidelity Investments, and Altruist Financial LLC. Outside of finance, he performs in a local band called Crash Cult, which plays local shows and has music available on streaming platforms. 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and access to alternative investments through a centralized, integrated platform.

Eric Ezar is a financial advisor at Charles Schwab with a Series 66 designation. He began his advisory career in 2026 and has prior experience in education and banking roles. 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 models with access to discretionary separately managed accounts and offers a broad range of investment options supported by proprietary research.

Carrie Stevenson is a CFP® professional with 12 years of experience in the financial services industry. She is currently with Charles Schwab, where she has worked since 2019, following prior roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Bank of America, Merrill, and Mills Wealth Advisors. Outside of her advisory work, she is a member and owner of Sakal Enterprise LLC, which holds a non-agent/broker real estate investment. 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 a multi-asset portfolio approach and centralized operational structure.

Jigar Parikh is a financial advisor at Charles Schwab with 23 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliated entities since 2020. Prior to that, he was employed at USAA financial planning and investment management companies from 2012 to 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related services. The firm offers a combination of non-discretionary and discretionary investment guidance, multi-asset model portfolios, and a centralized operational structure that supports a broad range of advisory and brokerage services.

Peibo Li is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Li worked at United Capital Financial Advisors and Goldman Sachs. He has a background in full-time education spanning several years before entering the financial services industry. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory services with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Ian Moravek is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to that, he was employed at USAA Investment Management Company and USAA Financial Advisors, Inc. from 2011 to 2020. Charles Schwab serves a large client base primarily consisting of 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Nicklaus Conn is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside due diligence on alternative investments.

Xiaodan Zhang is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, Zhang worked at Lotus Technology Inc. for four years and UE Capital for five years. 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 provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by research and a distinctive integrated operational structure.