Baylee Stuart is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Charles Schwab and Co., Inc., Baylee worked at TD Ameritrade, Inc. and has held roles outside the financial industry, including in the restaurant and hospitality sector. 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 blend of non-discretionary and discretionary investment options supported by a multi-asset, model portfolio approach and centralized operational platforms.

Jordynn Fretheim is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Charles Schwab Bank, Charles Schwab Premier Bank, and Wells Fargo in various roles since 2012. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by its in-house financial research and alternative investment programs.

Brayden Silvey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and with two years of industry experience. Prior to joining Charles Schwab, he worked at Murphy Nasica and Allied Recourse Partners. Outside of advising, he was involved with Scarface Cards, Ltd from 2020 to 2023. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 offers a centralized operational structure with integrated custody and brokerage services.

Benjamin Willis is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Charles Schwab Bank, Uber Eats, Wealth Star Advisors, and Bearfoot Companies LLC. 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 affiliated discretionary separately managed accounts and alternative investment options.

Joshua Lucas is a financial advisor with Charles Schwab holding Series 63 and Series 66 designations and has one year of industry experience. His prior work includes roles at Walmart, RB Global, and Kenneth Copeland Ministries. 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’s model combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and supervisory services.

Shih Hsuan Chan is a financial advisor at Charles Schwab with eight years of industry experience. He previously worked at TD Ameritrade for seven years before joining Charles Schwab in 2022. Outside of his advisory role, he is an owner of rental properties in Denton and Fort Worth, Texas. 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 advisory relationships and access to affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios and a structured approach to alternative investments.

Matthew Sandquist is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at UWL Inc., Pro View Global Digital Surveillance, Air Serve International, and the University of Texas at Dallas. 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 multi-asset model portfolios and access to alternative investments. Schwab’s scale and integrated service model provide centralized custody, order routing, and a combination of advisory and brokerage services.

Bonny Collins is a financial advisor at Charles Schwab with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2021. Prior to joining Schwab, she held roles at International Assets Advisory, LLC, Megatel Capital Investment, and Advisors Asset Management, Inc. 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 providing centralized custody and operational support.

Jackson Fields is a financial advisor with Charles Schwab & Co., Inc. holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, he worked in various roles including positions at BJ's Brewhouse and Uber Eats. 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 discretionary separately managed accounts and a range of alternative investments.

Fabio Esteves Joaquim is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2018, including prior experience at TD Ameritrade from 2014 to 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 affiliated discretionary SMA portfolios and provides investment guidance using multi-asset model portfolios and due diligence on alternative investments.

Nathaniel Mc Laughlin is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023, previously at TD Ameritrade and AT&T. 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 centralized operational structure and extensive due diligence on alternative investments.

Dennis Davis II is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Fidelity Investments and Quicken Loans/Rocket Mortgage. 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, utilizing multi-asset model portfolios and centralized operational support.

Steven Kaplan is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Kaplan Wealth Strategies LLC, Eagle Strategies LLC, NYLIFE Securities LLC, Bank of America, and Merrill. Outside of his advisory work, he is involved with a non-investment-related real estate entity. Charles Schwab & Co., Inc. serves 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 blend of non-discretionary and discretionary investment management supported by centralized custody, brokerage, and operational infrastructure.

Seth Wade is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining Schwab in 2024, he worked for eight years at TD Ameritrade. Outside of his advisory role, Seth occasionally engages in freelance graphic design work, including projects for nonprofit organizations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary managed accounts supported by strategic asset allocation and alternative investment due diligence.

Trey Fidler is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2006 and at Charles Schwab Bank, SSB since 2021, following prior experience at TD Waterhouse Investor Services Inc. from 2006 to 2021. 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 options supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment process.

Don Hubbard Jr. is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 31 years of industry experience. He previously worked at TD Ameritrade and Ameritrade, Inc. Additionally, he is a licensed realtor involved in the marketing and sale of residential and commercial properties. 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 and offers a scalable, integrated platform with centralized supervision, custody, and order routing.

Jayson Zhou is a financial advisor at Charles Schwab with three years of industry experience. He previously worked at Fidelity Investments, Landolt Securities, and TKC Wealth Management. Outside of his advisory role, he serves as an officer for the Hong Kong Association of Northern 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Isaias Arellano is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes six years at TD Ameritrade and five years at Bentwood Luxury Kitchens prior to that. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by an integrated operational structure.

Brian Bell is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Charles Schwab in two periods, initially from 2012 to 2024 and then returning in 2024. 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, alternative investment options, and centralized custody and brokerage services.

Geoffrey Cosgriff is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at TD Ameritrade for 17 years before joining Charles Schwab in 2024. Outside of his advisory role, he manages a rental duplex in Arlington, 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 affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative investment offering.