Cynthia Scoggin is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. She worked at TD Ameritrade for 20 years before joining Charles Schwab in 2021. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Timothy Roe is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 designations and has nine years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade and Galderma Laboratories. Outside of his advisory role, he participates in online survey taking on a limited basis. 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 with a focus on multi-asset model portfolios and a centralized operational structure.

Juan Salazar is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes nine years at TD Ameritrade, Inc. before joining Charles Schwab in 2022. 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 a multi-asset model portfolio approach alongside a formal alternative-investment onboarding process.

Kevin Parkhill is a CFP® and Series 66-registered financial advisor with Charles Schwab, based in Westlake, TX. He has 24 years of industry experience, including previous roles at USAA Investment Management Company and USAA Financial Advisors. Since 2020, he has been with Charles Schwab and Charles Schwab 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence processes for alternative investments.

Diarvonda Ransom is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Charles Schwab since 2019 and previously at Prospera Financial Services, Inc. from 2016 to 2019. 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 offers a combination of non-discretionary and discretionary investment solutions using multi-asset model portfolios and maintains a centralized operational structure supporting its extensive advisory network.

Zakariaa Bousfiha is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2019, following six years at TIAA and TIAA-CREF. 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.

Graham Barrett is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Schwab in 2021, he worked at Equitable Advisors for one year and has experience in non-financial roles including positions at Plainview Swim and Tennis Center and Louisville Boat Club. Charles Schwab & Co., Inc. serves a large client base mainly 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 uses multi-asset model portfolios supported by in-house research and a formal alternative investment program.

John Tovar is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade Inc. for 12 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 and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

Gene Johnson is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials. Previously, he worked at TD Ameritrade and Grubbs Infiniti. Outside of his advisory role, he operates an online retail sales business primarily through eBay. Charles Schwab serves a broad client base, focusing on high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized operational infrastructure.

Myranda Crawford is a financial advisor at Edward Jones with a Series 66 designation and 11 years of industry experience. She previously worked at Mason Joseph LLC from 2015 to 2025 before joining Edward Jones. Outside of her advisory role, she owns Crawford Creek Quails, an agricultural business that raises and sells bobwhite quail to ranches and hunting operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Michael Lewis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at TD Ameritrade for nine years before joining Schwab in 2022. Outside of his advisory role, he works as an independent contractor for a business called A Closer Look, where he visits and reviews locations. 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 multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Alexandra Griffis is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and six years of industry experience. She has worked at Charles Schwab since 2019 and has prior experience with Emerald Media Group and the University of Oregon. 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 discretionary separately managed accounts and offers a broad range of integrated investment, custody, and brokerage services.

Kelsey Bunner is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Her background includes roles at Charles Schwab Bank SSB and Charles Schwab, as well as prior work in retail and municipal positions. 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, offering a combination of non-discretionary advisory and discretionary separately managed accounts.

Jason Cargill is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF, LPL Financial, and Mutual Advisors. He also serves as a Non-Public arbitrator, sitting on panels to hear cases. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Carl Lok is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and JP Morgan Securities LLC. He was also involved with MJSA INC, operating as Asia Bowl & Grill, for 16 years prior to his advisory career. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Ashley Jesko is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Schwab in 2023, she worked at TD Ameritrade for five years. Outside of her advisory role, she works as a receptionist at Sharkey Cuts for Kids in Southlake. 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 and discretionary investment options, combining a multi-asset model portfolio approach with centralized custody and order-routing services.

Amparo Mauricio is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has worked previously at TD Ameritrade and Bank of America. Mauricio is based in Westlake, Texas. 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. Schwab offers a mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Landon Cruse is a financial advisor with Charles Schwab who holds a Series 66 credential and has eight years of industry experience. His career includes multiple roles at Charles Schwab & Co., Inc. dating back to 2017, with prior experience at Fidelity Brokerage Services LLC. Outside of his advisory work, he owns a rental property. 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 client relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios and a formal alternative-investment due diligence process.

Joseph Di Gregorio is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including TD Ameritrade, Royal Alliance Associates, and Td Waterhouse. Outside of advising, he works as a guest services ambassador at sports and entertainment events. 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 incorporates multi-asset model portfolios with centralized custody and order-routing arrangements.

Ghinwa Ayass is a financial advisor with Charles Schwab in Westlake, TX, holding Series 65 and Series 63 licenses and having eight years of industry experience. Her prior roles include positions at Fidelity Investments, TD Ameritrade Institutional, and LPL Financial. Outside of her advisory work, she is a part owner of rental properties managed by a third party. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios and a range of alternative investments.