Jacob Bryant is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His work history includes roles at Charles Schwab Bank SSB, CHARLES SCHWAB and CO., INC., TD Ameritrade, and Thomson Reuters. 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 rigorous due diligence on alternative investments.

Juan Estrada Hernandez is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Liberty Mutual Insurance, and First Convenience Bank. Outside of his advisory role, he has worked as a delivery driver for DoorDash and Amazon Flex. 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 both non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized operational support.

Jacob Mendoza is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2023, he worked at TD Ameritrade for nine years and has been involved with Legends Hospitality since 2016. 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 management, utilizing multi-asset model portfolios and a centralized operational structure.

Benjamin Ross is a financial advisor at Charles Schwab with 18 years of industry experience. He previously worked at TD Ameritrade for 17 years before joining Charles Schwab. 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 non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and an alternative investments program.

Clint Shepherd is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Schwab entities since 2016. Outside of his financial advisory role, he is involved in a family vending machine business in Haltom City, Texas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, custody, and advisory services. The firm’s client model includes primarily non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured process for alternative investments.

Chloe Levy is a financial advisor at Charles Schwab with a Series 66 designation and five years of industry experience. Her work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and a period at Sushi Nara. She has also been involved with NGO Monitor and Miami University of Ohio. 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 separately managed accounts and uses multi-asset model portfolios along with a centralized operational structure.

Antoinette Mc Rae is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Prudential Investment Management Services and Empower Financial Services. Outside of finance, she is the sole owner of Big Girl Pretty Gang, a business involved in entertainment, event planning, and music endeavors. 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 relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Rachel Guillo is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade from 2008 to 2024. Outside of her advisory role, she is a rental property landlord in Fort Worth, Texas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services that combine multi-asset model portfolios with centralized custodial and brokerage operations.

Alyissa Soriano is a financial advisor at Charles Schwab with five years of industry experience and holds a Series 66 designation. She has worked at Charles Schwab and Charles Schwab Bank since 2019 and 2021, respectively, and previously worked at Personal Capital Advisors Corporation and United Capital. 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 both non-discretionary and discretionary investment options with a focus on multi-asset model portfolios and alternative investments.

Barry Harlow is a financial advisor at Charles Schwab with 28 years of industry experience. His career includes roles at Charles Schwab Bank and TD Ameritrade. He holds Series 63 and Series 66 credentials. 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 offers both non-discretionary and discretionary investment options, combining a large client base with an integrated advisory and brokerage platform.

Neema Hessami is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. Her career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, and TD Ameritrade, among others. 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 a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a formal alternative-investment process.

Nathan Christ 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 TD Ameritrade and Charles Schwab Bank before his current role. Outside of his advisory work, he performs as a musician in a band based in Fort Worth, 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 and discretionary investment management with multi-asset model portfolios and centralized operational support.

Brandon Trevino is a financial advisor with Charles Schwab in Westlake, TX, holding the Series 66 designation and four years of industry experience. His work history includes multiple roles at Charles Schwab and Charles Schwab Bank, as well as prior experience at Platinum Wealth Solutions of Texas and HEB Grocery 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and provides clients with multi-asset model portfolios, written advice policies, and a formal alternative-investment onboarding process.

Kais Kara is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. His background includes positions at Charles Schwab Bank, Premier Bank, and Schwab & Co., Inc., as well as roles outside the financial industry and periods devoted to education. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of wrap fee advisory programs, managed accounts, and financial planning services. The firm’s integrated model blends non-discretionary advice with access to discretionary separately managed accounts, supported by extensive investment research and alternative investment options.

Paul Alusick is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at TD Ameritrade for 15 years and has been affiliated with the University of North Texas since 2008. Outside of his advisory role, he coordinates a local hockey team in Southlake, Texas. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services within a broadly integrated operational model.

Curtis Lewis is a CFP® with 18 years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Curtis holds Series 63 and Series 66 licenses. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and a centralized operational structure.

Nilesh Christian is a financial advisor with Charles Schwab in Westlake, TX, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including prior roles at Heritage Financial Services, Glenmede Trust Company, Mariner Wealth Advisors, and Creative Planning. 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 financial planning and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and extensive use of multi-asset model portfolios and due diligence on alternative investments.

Grayson Williams is a financial advisor at Charles Schwab with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Charles Schwab Bank, SSB, Icosian Capital, and Slaughter Landscaping. 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 hybrid advisory model combining non-discretionary and discretionary portfolio management supported by a large integrated platform.

Joseph Lee is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked at TD Ameritrade for four years and Hilton Worldwide Holdings for seven years. Lee is 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervision, custody, and operational infrastructure.

Wendell Hall III is a financial advisor at Charles Schwab with 3 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Charles Schwab, Wendell worked in electrical services and spent 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.