Thuy Nguyen is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 24 years of industry experience. She previously worked at TD Ameritrade, Inc. for ten years before joining Charles Schwab in 2021. 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 operates a dual-registered broker-dealer and investment adviser model, offering both non-discretionary guidance and access to discretionary separately managed accounts with a multi-asset investment approach and centralized operational support.

Gregory Gerber is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Charles Schwab since 2022 and previously at TD Ameritrade from 2010 to 2024. 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 affiliated discretionary SMA portfolios, using multi-asset model portfolios and a centralized operational structure.

Kylie Quintero is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Her prior roles include positions at Adam Clements Safaris and Ramirez Capital. 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 investment recommendations and access to discretionary separately managed accounts within a large, integrated wealth management platform.

Larelle Watson is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Schwab in 2020, Watson worked at TD Ameritrade for nine years. 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 investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment process.

Yi Mao is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Walgreens. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Cesar Martinez is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade, Advance Auto Parts, and Texas Wesleyan University. Outside of his advisory role, he manages expenses for Maximiliano Martinez Trucking LLC, a service industry business. 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 and offers multi-asset model portfolios alongside alternative investment options.

Joseph Veltri is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments Life Insurance Company. 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 and discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

Carson Smith is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Fidelity Investments and Century 21 Alliance Properties. 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 offers both non-discretionary and discretionary investment options with multi-asset model portfolios and centralized custodial and supervisory support.

Natalie Dunn is a financial advisor at Charles Schwab with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of finance, she is a fitness instructor at Pure Barre in Flower Mound, Texas. 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, supported by centralized custody and a multi-asset investment approach.

Emily Olivares is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at TD Ameritrade and spent eleven years at Best Buy before entering the financial services sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management solutions. The firm combines comprehensive advisory, brokerage, custody, and cash-sweep services within a large-scale, integrated operational structure.

Sarah Khaldi is a financial advisor at Charles Schwab with 18 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank, SSB since 2008. Outside of her advisory role, she is involved as a partner in a restaurant business in McKinney, Texas. 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 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.

Braedan Hudson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and having two years of industry experience. He previously worked at Virtus Wealth Management and Prospera Financial Services. Outside of his advisory roles, he has been involved with the Mustang Panther Lacrosse Association for several years. 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 and discretionary investment solutions supported by centralized custodial and operational services.

Trevor Tamplain is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he leads and coaches a team of financial professionals dedicated to partnering with clients to develop personalized comprehensive financial plans while ensuring a warm and jargon-free experience. Trevor has extensive experience with Fidelity Investments, having served in various roles since 2005, including Regional Planning Consultant, Financial Consultant, and Investment Solutions Manager. His career progression reflects a deep understanding of financial planning and investment solutions. He holds an Arkansas Insurance License. Outside of his professional work, Trevor has interests in food, parenthood, and traveling.

Andrew Mc Lendon is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. He has previously worked at Capital Wealth Advisors and held various non-financial positions before entering the advisory field. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 separately managed accounts and uses multi-asset model portfolios supported by Schwab’s research and due diligence.

Daniel Jackson is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. His work history includes roles at The James, Azur, Water's Edge, The Vanguard Group, Merrill, Bank of America, Private Client Services, Uwharrie Investment Advisors, Interstate Batteries, and Old North State 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. The firm offers a combination of non-discretionary and discretionary investment options, delivering guidance through multi-asset model portfolios and a centralized operational platform.

Kimberly Stanczak Hill is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliated bank since 2018, with prior experience at Fidelity in both advisory and brokerage roles. 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 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 centralized operational infrastructure.

Katherine Pieper is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Medical City Fort Worth and The Keystones of Cedar Rapids. Outside of advising, she is involved with Ideal Image Fort Worth. Charles Schwab 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 a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational capabilities.

Seth Sullivant is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab in 2025, he worked at LPL Enterprise and The Prudential Insurance Company of America. He also provides notary services on a part-time basis. 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 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 a formal alternative investments program.

Mario Bermudez Ruiz is a financial advisor at Charles Schwab with five years of industry experience and holds the Series 66 designation. His work history includes roles at Charles Schwab Bank, TD Ameritrade, and TD 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Jordan Townsend is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments and several other organizations. 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 its integrated Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.