Ronda Huckaby is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Charles Schwab, she worked at Equitable Advisors and Impact. Outside of her advisory role, she serves as a consultant and teacher trainer at Impact and is an assistant volleyball coach with TAV Volleyball Club. 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 affiliated discretionary SMAs and a formal alternative-investment process.

Jeffrey Chiappetta is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016, with a break involving other affiliated Schwab entities and a consulting firm. Outside of his advisory role, he serves as a neutral arbitrator for NASD dispute resolution and officiates high school baseball games in the Dallas/Fort Worth area. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, combining non-discretionary investment recommendations with access to affiliated discretionary separately managed accounts and a broad range of financial planning services.

Ethan Vandenheuvel is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and three years of industry experience. He previously worked at Northwestern Mutual and has been involved with Epic Valet for five years. 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 combination of non-discretionary advice and access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Reshard Grant is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab and related entities since 2022, previously spending 16 years at TD Ameritrade. 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 combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized structure that supports a large client base across multiple advisory programs.

Joel King is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and TD Ameritrade. Outside of finance, he holds a real estate broker license in Illinois but has not engaged in brokerage activities. 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 provides a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

John Roth is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and New York Life Insurance Company. Roth is currently 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 financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment due diligence within an integrated operational structure.

Jason Graybill is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes multiple roles at Wells Fargo Bank and Wells Fargo Clearing from 2014 through 2025. 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, using multi-asset model portfolios and centralized operational support.

Gaurav Chavda is a CFP® professional at Charles Schwab with 21 years of industry experience. Prior to joining Schwab in 2025, he spent 13 years at J.P. Morgan Chase Bank and J.P. Morgan Securities. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Barrett Smith is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab, Smith worked at TD Ameritrade and held various roles in insurance and consulting. 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 integrated wrap fee programs and managed accounts. The firm’s approach combines non-discretionary advice with access to affiliated discretionary portfolios and a formal process for alternative investments.

Jon Bryan is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Charles Schwab in Westlake, TX. He has worked at Charles Schwab since 2018 and previously spent 11 years with Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Alex Kaminski is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at TD Ameritrade and Charles Schwab Bank, SSB. 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 provides both non-discretionary and discretionary investment options, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Ryan Seward is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Fidelity Investments and Fidelity Brokerage Services LLC before joining Charles Schwab in 2025. 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 solutions, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Andrew Mathis is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2023, following roles at TD Ameritrade, Royal Alliance, and other firms. Charles Schwab 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 a large-scale, integrated structure with a mix of non-discretionary and discretionary investment options, supported by centralized custody and order-routing systems.

Ramsey Abu Shair is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 16 years before joining Schwab in 2022. Outside of his advisory role, he operates a YouTube channel focused on perfume content. Charles Schwab 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, supported by centralized supervisory and custody services.

Joseph Hague is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and the University of Oklahoma. He has been with Charles Schwab and Charles Schwab Bank since 2022 and 2024, respectively. 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 and discretionary investment options, delivering guidance through multi-asset model portfolios and research from its Schwab Center for Financial Research.

Connor Craddock is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. His prior positions include roles at TD Ameritrade and Enterprise Holdings. 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 large client base with integrated advisory, brokerage, and custody services, offering both non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts.

Ryan Morgan is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has three years of industry experience. His background includes roles at Charles Schwab Bank, Bang Energy, Walmart, and service in the US Army Reserves. 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 and integrated custody and brokerage services.

Jason Jang is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Keller Williams Realty and Veryable prior to joining Schwab. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and centralized custodial and supervisory services.

Caleb Kiser is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab Co., Inc. since 2023, including a current role at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts and features a multi-asset investment approach supported by centralized custody and operational infrastructure.

Steven Campbell is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Charles Schwab, he worked at Cloverpop by Clearbox Decision, Accenture, Charles River Associates, and other organizations. 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a distinctive integrated operational structure.