Dylan Herzog is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, and TD Ameritrade. Outside of his advisory work, Herzog is a part owner of Trusted Sellers LLC, an e-commerce business that resells retail products on Amazon. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Tanner Thornberry is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 credentials and having one year of industry experience. His prior work includes roles at Cinemark and Pine Cove, as well as time spent in education and community involvement with Pi Beta Phi. 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 and discretionary investment management options supported by integrated custody and operational services.

Jonathan Nix is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade, Inc. for 10 years before joining Charles Schwab. 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 related 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 along with alternative investment opportunities.