Dylan Greene is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2026. Outside of finance, he is active in the performing arts as a bassist, songwriter, producer, and vocalist involved in music production and performance. 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 investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and research capabilities.

Stormy Mitchell is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Schwab in 2019, Mitchell worked at J. P. Morgan Chase and PLS Check Cashiers. 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 investment management services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Conner Paty is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 66 and Series 63 licenses and with five years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2022, and previously at TD Ameritrade from 2020 to 2022. 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 accounts. The firm provides integrated advisory, brokerage, custody, and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment program.

Alexander Marfori is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Schwab, his work history includes roles in retail and full-time education. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated custody, brokerage, and advisory services.

Zachary Eisenberg is a financial advisor at Charles Schwab in Westlake, Texas, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Daniel's Broiler. 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 affiliated discretionary separately managed accounts and alternative investments.

Robert Mccampbell is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Pruco Securities LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and supports model portfolio delivery for Fidelity Institutional Wealth Adviser.

Daniel Brickman is a financial advisor at Charles Schwab with six years of industry experience. He previously worked at TD Ameritrade for five years before joining Charles Schwab in 2024. Brickman holds Series 63 and Series 66 licenses. 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 mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Gary Bryant is a financial advisor at Charles Schwab with 42 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Schwab in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2023. Outside of his advisory role, he has worked part-time in retail customer service. 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, offering both non-discretionary and discretionary investment management with an integrated operational structure.

Stephanie Cox is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 16 years before joining Charles Schwab in 2024. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with integrated custody and brokerage services.

Andrew Chase is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Keller Williams Austin/The CLR Sales Group and ESPN/VFL Films. 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 and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Christopher Juele is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Prior to his advisory roles, he was involved with Professional Public Adjusters LLC and the Texas Quitters 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. Its investment approach combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and research from the Schwab Center for Financial Research.

Ross Leonardi is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and 15 years of industry experience. He has worked with Charles Schwab Bank and Charles Schwab and Co., Inc. since 2023, following a decade at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Matthew Ruppe Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kindel Burkett is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab in 2023, Burkett worked at TD Ameritrade and held roles at various financial and service firms. Outside of finance, Burkett operates as an independent business owner with Amway, sharing food and beverage products. 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, offering a combination of non-discretionary and discretionary investment options supported by centralized operational and supervisory infrastructure.

Abigail Serna is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with one year of industry experience. She has worked in various roles including positions at Charles Schwab Bank, Charles Schwab, and in customer service prior to entering the financial advisory field. 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 services. The firm combines a large client base with integrated brokerage, advisory, and custody services.

Andrew Morris is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab in 2023, he worked at Modis and has a background that includes various roles outside finance. 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 services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using a multi-asset investment approach supported by internal research and alternative investment options.

Khristopher Liles is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 designations and six years of industry experience. His prior roles include positions at TD Ameritrade, JP Morgan Chase, and Wells Fargo. 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, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Carl Tyler is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Td Ameritrade, Inc. for 11 years and has been with Charles Schwab and its affiliated entities since 2022. Tyler 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering clients multi-asset model portfolios, written advice policies, and due diligence on alternative investments.

Paul Brewer is a financial advisor with Edward Jones in Keller, TX. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, he worked in various roles including positions at Texas Card House and Poker House of Dallas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Glenn Jarvis is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021. Prior to that, he was employed at Fidelity Brokerage Services LLC and held positions outside the financial industry, including roles at Cinemark and Eastland ISD. Charles Schwab 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 discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized supervisory and custody arrangements.