David Hansen is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. Before joining Schwab in 2020, he worked at Wells Fargo and CITT Services, and he attended Texas State University - San Marcos. 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’s client relationship model is primarily non-discretionary, offering both advisory recommendations and access to discretionary separate managed accounts via affiliated managers.

Clair Mars is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Charles Schwab. She has worked at Charles Schwab since 2018 and previously held roles at TD Ameritrade and several gig economy companies including DoorDash, Grubhub, Instacart, Uber, and Lyft. 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 along with custody and brokerage capabilities.

Joshua Mcclellan is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and having 17 years of industry experience. His prior firms include Avantax Investment Services, Inc., Avantax Advisory Services, and 1st Global Advisors 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Christopher Tune is a financial advisor with Charles Schwab, holding a Series 66 designation and over 11 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. He is currently based in Westlake, Texas. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and comprehensive due diligence on alternative investments.

Parrish Mackey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, Power Home Remodeling, and his own firm, PK Mackey. 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 employs multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Lauren Wyatt is a financial advisor at Charles Schwab with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes sixteen years at TD Ameritrade and several roles within Charles Schwab and its affiliated entities since 2022. Outside of her advisory work, she owns a small retail business making baby shoes and cloths and works as an Instacart shopper. 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 centralized custody and operational infrastructure.

Rush Griffith is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. His prior experience includes roles at Edward Jones, Wells Fargo Clearing Services, and Fidelity Investments. 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 with access to discretionary separately managed accounts, supported by multi-asset model portfolios and in-depth research.

Bahram Talaifar is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory work, he is an owner of Awesome Times Properties, a non-investment-related business. 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a centralized operational structure.

Lauren Yaffa is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to joining Charles Schwab in 2017, she worked at Fidelity Brokerage Services LLC from 2015 to 2017. 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 advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from its Center for Financial Research.

Lauren Mathers is a CFP® professional with 14 years of experience in the financial industry. She has been with Charles Schwab since 2015, including roles at Charles Schwab Bank from 2016 to 2017 and in 2020. Mathers holds Series 63 and Series 66 licenses and works out of Westlake, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory fee-based 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 provides a range of integrated brokerage, custody, and advisory services.

Keith Lansdale 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 Schwab in 2020, he worked for the City of Nacogdoches from 2014 to 2020. Outside of finance, Lansdale is a freelance author of film scripts, comics, novels, and short stories. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a centralized operational and supervisory infrastructure.

Jaxson Floyd is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Charles Schwab, he worked in various roles across sectors including education and retail. 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 supported by multi-asset model portfolios and centralized operational infrastructure.

Jason Hagemann is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at several firms, including Fidelity Brokerage Services LLC, Resolute Investment Services, and Avantax Advisory Services. In addition to his role at Cetera, he is also involved with PK Financial Strategies, LLC, where he provides fee-based asset management and financial advice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jason Fortune is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Keller, TX. Outside of his advisory role, he is involved in purchasing and managing residential rental properties in Grapevine, TX. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Shawn Carney is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, Uber, and River Oaks Ranch. 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 structures.

Jason Roberts is a CFP® professional with six years of industry experience, currently advising at Charles Schwab in Westlake, TX. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase bank NA. Roberts’s background also includes a year at Hitachi Consulting Corporation. Charles Schwab serves a large client base primarily composed of high‑ and ultra‑high‑net‑worth individuals through its Schwab Wealth Advisory program, offering both non‑discretionary advice and access to discretionary separately managed accounts. The firm’s integrated approach combines advisory, brokerage, custody, and cash‑sweep services supported by multi-asset model portfolios and in-depth research.

Luke Richmond is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at TD Ameritrade for 16 years before joining Charles Schwab. 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a distinctive integrated structure that supports a wide range of advisory and custody services.

Nicholas La Croix is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab Bank, SSB since 2019 and previously spent four years at Kroger. 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 investment guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal due diligence process for alternative investments.

Adan Lagunas is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Pappas. 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 affiliated discretionary separately managed accounts and offers a centralized, integrated client service model.

Caleb Trayer is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Eggs Up Grill, Chick-fil-A Presideo Texas, Amazon, and Aflac. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s investment approach combines non-discretionary advisory relationships with access to discretionary separate managed accounts and multi-asset model portfolios.