Robert Watson is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and previously held positions at TD Ameritrade and Ace Parking Inc. 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Roger Van Beveren is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2021, he worked at Fidelity in various roles from 2015 to 2021. 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 separately managed accounts and has an integrated structure supporting a large client base.

Kaylee Stubblefield is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab since 2023, and previously at Trilogy Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and providing centralized custody and operational support.

Lauray Kennedy is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2013. Outside of her advisory role, she serves on the advisory board of the nonprofit Fit & Faith Living and is a community leadership board member for the American Diabetes Association. 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 advisory relationships with access to discretionary separately managed accounts and a structured alternative investment platform.

Astrid Hall is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2020, following prior roles at Centaurus Financial Inc. and Ameriprise Financial Services Inc. Outside of her advisory work, she breeds German shepherd dogs in her spare time. Charles Schwab & Co., Inc. 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 discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Gordon Chen is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Charles Schwab since 2018 and previously worked at Air-City Inc and Stony Brook University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary investment guidance with access to discretionary separately managed accounts. The firm offers integrated brokerage, advisory, custody, and cash-sweep services supported by centralized oversight and a structured approach to alternative investments.

Bruce Austin is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His career includes 18 years at Fidelity Brokerages Services LLC and a brief tenure at 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 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 due diligence from the Schwab Center for Financial Research.

Seth Briley is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and LPL Financial. Outside of his advisory role, he is an officer of Super Service Industries, where he represents the company to CPA and legal advisors and works as an installation technician. 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 operates a large-scale integrated model combining non-discretionary advisory with access to discretionary separately managed accounts and offers multi-asset investment approaches supported by centralized operations.

Kristen Koesters is a CFP® professional at Charles Schwab with six years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2019 and at Charles Schwab Bank, SSB since 2024. Prior to her financial services career, she held positions at the American Heart Association, Texas Roadhouse, LifeTime Fitness, and The University of Texas at Austin. 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, centralized custody, and a formal alternative investment process.

Michael Mella is a financial advisor at Charles Schwab with a Series 66 designation and six years of experience at the firm. Prior to joining Charles Schwab in 2020, he worked at FedEx from 2015 to 2020. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Andrew Reddie is a financial advisor at Charles Schwab & Co., Inc. in Westlake, TX. He holds Series 63 and Series 66 licenses and joined Charles Schwab in 2025. Prior to his current role, he worked at Mackow Industries International and participated in Youth With a Mission. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized custody and brokerage services.

Kevin Kelly is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Brandes Investment Partners and Fisher Investments. 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, employing multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Cynthia Martin is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her career includes roles at USAA Investment Management Company and USAA Financial Planning Services, along with periods of self-employment. Outside of finance, she raises goats as the owner of Market Goats. 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’s investment approach includes both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Madison Kitner is a financial advisor at Charles Schwab with two years of industry experience. Kitner holds the Series 66 designation and has professional experience at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2024. Additionally, Kitner has been involved with various educational and entrepreneurial activities, including roles at Zenith Speech and Debate Academy and Lumin Fitness. 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 centralized custody and operational resources.

Gameel Tannous is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. He is based in Westlake, TX. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and alternative investment options.

Ryan Miller is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and TD Ameritrade entities. Outside of his financial career, he has appeared as a guest co-host on a local radio show discussing politics and news. Charles Schwab 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. The firm is notable for its large client base, integrated service model, and multi-asset investment approach.

Sui Tiong is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at TD Ameritrade Investment Management and TD Ameritrade, where he worked for a combined 27 years. Charles Schwab 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and use of multi-asset model portfolios.

Jason Grigsby is a financial advisor at Charles Schwab with 11 years of industry experience. He has held positions at Charles Schwab since 2021 and previously worked at TD Ameritrade from 2014 to 2021. Outside of his advisory role, he is the sole member of Vlosity Learning LLC, a technology services firm focused on developing educational apps for infant and toddler learning. Charles Schwab & Co., Inc. serves a large 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 relationships with access to affiliated discretionary SMAs and offers centralized custody and brokerage services.

Steven Gale is a Series 66-credentialed financial advisor at Charles Schwab with 22 years of industry experience. He previously worked at TD Ameritrade Investment Management and TD Ameritrade, Inc. before joining Charles Schwab in 2022. He is based in Westlake, Texas. 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, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Taylor Cowan is a financial advisor at Charles Schwab with seven years of industry experience. He has held roles at Charles Schwab since 2019 and previously worked at Glenview Professional Pharmacy and Iowa State University. Cowan 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and proprietary research.