Junior Nascimento is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2005, with additional experience at TD Ameritrade in 2021 and 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management. The firm combines advisory, brokerage, custody, and cash-sweep services within an integrated platform supported by a large client base and a multi-asset investment approach.

Zhixin Tan is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, Zhixin worked at Breakthrough Central Texas and held various roles in legal and social policy organizations. 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 models with access to discretionary separately managed accounts and alternative investment options.

Daniel Fontaine is a financial advisor at Charles Schwab with 21 years of industry experience. He has been with Charles Schwab since 2017 and previously worked at Fidelity Investment Company from 2005 to 2017. Outside of financial advising, he is involved with Elite Sports Officials, an organization he has been part of since 2009. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and cash-sweep services. The firm’s model emphasizes primarily non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and a structured approach to alternative investments.

Marshall Caddy is a financial advisor with Charles Schwab & Co., Inc. holding Series 63 and Series 66 licenses, and has two years of industry experience. His prior work includes roles at Experis/Manpower Group, Enterprise Rent-a-Car, and positions in education and municipal services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and advisory services.

Kyle Gerads is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes positions at td ameritrade, Arthur Marshall Inc, and Fidelity Brokerage Services LLC. He is currently 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 related managed account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Guisseppi Guillo is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at TDAmeritrade for 15 years before joining Charles Schwab in 2023. Outside of his advisory role, he is a real estate agent and operates a small construction company serving friends and family. 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 investment guidance and access to discretionary separately managed accounts within an integrated operational structure.

Jerome Campbell is a financial advisor at Charles Schwab with CFP® and Series 66 credentials and four years of industry experience. His prior work includes roles at Charles Schwab Bank, FIS Global, Northwestern Mutual, and Ashley Furniture Industries. Outside of finance, he has experience working with The Pool Mechanic and Top Dog Roofing. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 and offers a multi-asset investment approach supported by proprietary research and due diligence.

David Verduzco is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill, Bank of America, and Allstate. 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 SMAs and offers a structured alternative-investment program alongside centralized custody and brokerage services.

Robert Somervill is a financial advisor at Charles Schwab with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Waterhouse Investor Services Inc. In addition to his advisory role, he is a licensed real estate broker managing personal real estate transactions. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services, combining non-discretionary and discretionary investment options within a large, integrated operational framework.

Tomika Lemons is a financial advisor at Charles Schwab with 18 years of industry experience. She previously worked at Pruco Securities, LLC and The Prudential Insurance Company of America for 12 years. Outside of her advisory role, she is the owner and manager of a personal real estate business. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its integrated wealth management platform. Schwab’s model combines non-discretionary guidance with access to discretionary separately managed accounts and employs multi-asset portfolios supported by in-house research.

Carson Lucero is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, he held various roles in the food service and delivery sectors, including at Smoothie King and Doordash, where he continues to work as a delivery driver. 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 using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services.

Charles Allbright is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and 66 licenses and bringing 35 years of industry experience. His prior roles include 13 years at TD Ameritrade and one year at Chase Investment Services Corp. Outside of advisory work, he is president of Claire Ellen Enterprise LLC, a non-investment-related real estate company. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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 in-house research, leveraging its scale and integrated operational structure.

Jevin Riven is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and positions outside the financial industry such as with the Texas Rangers Baseball Club and a restaurant business. 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 formal alternative-investment onboarding process.

J Blatt is a CFP®-credentialed financial advisor with over 31 years of industry experience. They have worked at Charles Schwab since 2022 and previously held positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, Inc. There are no additional outside activities noted. 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 advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Drew Davis 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 since 2022, following six years at TD Ameritrade and a brief tenure at Panera Bread. 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 relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Kyle Rudolph is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. His prior roles include positions at Bank of America, NA, and Merrill Lynch, Pierce, Fenner & Smith, Inc. He is based in Westlake, Texas. 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 relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by proprietary research and formal alternative investment processes.

Louis Gallardo is a financial advisor with Charles Schwab and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at TD Ameritrade and Charles Schwab Bank. He is based in Westlake, Texas. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 and provides investment guidance through multi-asset model portfolios and alternative investment options.

Yu Hsuan Lee is a financial advisor at Charles Schwab with 8 years of industry experience. Prior to joining Charles Schwab in 2022, Lee worked at TD Ameritrade, Fidelity Brokerage Services, and Fidelity Investments. Lee holds Series 63 and Series 66 licenses. 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 separate managed accounts and offers multi-asset model portfolios supported by proprietary research.

Robin Tyus is a financial advisor at Charles Schwab with 14 years of industry experience. He previously worked at First Command Advisory Services and First Command Financial Services from 2015 to 2018. Outside of his advisory role, Tyus is involved as a distributor with Young Living, occasionally hosting classes and signing up new members. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Stash Veller is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Charles Schwab since 2003, including over two decades at Charles Schwab Bank SSB. Outside of his advisory role, he is involved in managing a condominium rental property in Orange Beach, AL. 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, employing multi-asset model portfolios and a formal alternative-investment onboarding process.