Jason Dittfurth is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior roles include positions at USAA financial planning services and Usaa Investment Management Company. Outside of finance, he owns Aggressive Threads, a clothing and textile manufacturing business specializing in screenprinting. 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 mix of non-discretionary and discretionary investment management, using multi-asset model portfolios and providing centralized supervisory and custody services.

Cho Fei Huang is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments, TD Ameritrade, and Wells Fargo Bank. 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.

Seth Hensley is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2022, following earlier roles at TD Ameritrade and various other companies. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative-investment program.

Aaron Scheid is a financial advisor with Charles Schwab, holding Series 63 and Series 65 designations and 26 years of industry experience. He has previously worked at TD Ameritrade and Scottrade, with a combined eight years at those firms before joining Charles Schwab in 2018. He is based in Westlake, 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios, with centralized supervisory and custody arrangements.

Jeffrey Lambeth is a financial advisor with Charles Schwab in Westlake, TX, holding CFP®, Series 63, Series 65, and Series 66 designations and bringing 35 years of industry experience. He has worked at Charles Schwab since 2021 and previously held positions at JP Morgan Chase and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory program and affiliated managed accounts.

Austin Cole is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at various roles within Charles Schwab entities since 2018 and had brief positions outside the financial sector, including at Amante Coffee and Suit Supply. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Christopher Jones is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. before returning to 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 combines non-discretionary advisory models with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by Schwab Center for Financial Research.

Frank Reed is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Schwab, he worked at Fidelity Investments and operated AledoReed Consulting for three years. Reed also has a background in the restaurant industry, having been involved with STGB Restaurants for over a decade. 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 portfolios, strategic asset allocation, and alternative investment options.

Forrest Brown is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018. Prior to Schwab, he was employed at LPL Financial and also has experience at Varsity Bookstore and Texas Tech University. 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 and discretionary investment management services. The firm’s integrated model includes advisory, brokerage, custody, and cash-sweep services delivered through multi-asset model portfolios and access to alternative investments.

Troy Frazier is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 16 years 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 offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Stephanie Crago is a financial advisor with Edward Jones in Springtown, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked at Morgan Stanley DW, Inc. from 2005 to 2024 before joining Edward Jones. Outside of her advisory role, she is involved in a woodworking business, Cragos Creations, which she plans to formalize as an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide presence. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emily Sorrells is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at TD Ameritrade, Uline, Sylvan Learning Center, and Corsicana ISD. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary advice and access to discretionary separately managed accounts with a multi-asset investment approach.

Kristen Evans is a financial advisor with Charles Schwab holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Charles Schwab Premier Bank, and Wells Fargo, where she has been active since 2016. She is based in Westlake, Texas. Charles Schwab & Co., Inc. serves a broad 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 recommendations and access to discretionary separately managed accounts, supported by comprehensive investment research and integrated custody and brokerage services.

Andrew Faletti is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and also has experience in the hospitality industry. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment offering.

Christopher Crowell is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior work includes roles at USIC, Big Deal Steel, and Axa Advisors, LLC. 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 client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by centralized office functions.

Jonathan Toler is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at TD Ameritrade and ALLPROCLASSICS. 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, supported by multi-asset model portfolios and a centralized operational structure.

Jason Helton is a CFP® certificant with 11 years of industry experience, currently affiliated with Charles Schwab. His prior roles include positions at United Capital Financial Advisers, Oppenheimer & Co. Inc, Bank of America, and Merrill. He has worked within various Charles Schwab entities since 2021. 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 advisory services and access to discretionary separately managed accounts managed by an affiliate. The firm’s integrated scale and centralized operations distinguish its wealth management approach.

Alan Davidson is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior work includes roles at TD Ameritrade from 2011 to 2022 and Charles Schwab Bank, SSB starting in 2025. 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 and alternative investment options supported by its research and due diligence.

Jad Daouk is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including prior roles at TD Ameritrade and Wells Fargo. He also spent a year at the University of Texas at Arlington. 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 solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

John Thane is a financial advisor with Ameriprise in Southlake, TX, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors and is a past president of the Board of Trustees for Metroport Meals on Wheels. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its institutional platform.