Austin Seelye is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work history includes roles at Robinhood Financial, LLC, Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. He also has experience outside finance with Velvet Hammer Security. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, and custody services. The firm’s integrated model includes both non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset portfolios and alternative investment options.

Juan Garcia is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 designations and five years of industry experience. His prior work includes roles at TD Ameritrade, Wells Fargo, Amazon, TTI Inc., and Walmart. Charles Schwab & Co., Inc. serves a large client base primarily comprising 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 investment approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a formal due diligence process for alternative investments.

Tanya Muldrow is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She worked at TD Waterhouse Investor Services Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA options and uses multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Gregory Cella is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and Charles Schwab Bank, SSB since 2012. Outside of his advisory role, he owns a food and beverage production business focused on baking and selling bread, and he is also engaged in freelance photography. 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 supported by comprehensive research and centralized operational infrastructure.

Richard Mays is a CFP® professional with 19 years of industry experience, currently advising at Charles Schwab in Westlake, TX. He has been with Charles Schwab and its affiliated entities since 2010, including roles at Charles Schwab Bank, SSB, and Schwab Private Client Investment Advisory, Inc. Charles Schwab & Co., Inc. serves a large client base, mainly 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 employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Lautaro Millaman Teruel is a financial advisor at Charles Schwab with the Series 66 designation and two years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and was previously employed by NuWater SAPI de CV from 2014 to 2020. Outside of his advisory role, he works as a rideshare driver and as a package delivery driver through Amazon Flex. 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 a multi-asset model portfolio approach and centralized operational infrastructure.

Austin Todd is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and Western & Southern Life. He has also been involved with Texas Tech University for five years. 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 options along with integrated brokerage, custody, and financial planning services. Schwab is notable for its large scale, centralized operations, and a distinctive client relationship model that combines advisory recommendations with access to affiliated managed accounts.

Matthew Burton is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 18 years of industry experience. He has worked at Charles Schwab since 2022, including time with Charles Schwab Bank, and previously spent 16 years at TD Ameritrade. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and order-routing arrangements.

Caroline Wells is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. Before joining Schwab in 2021, she worked at The Lockton Management, LLC, the Texas Rangers, Mercer Capital, and was affiliated with The University of Texas. 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 a large client base with an integrated model offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Anthony Naughton is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Paladini Financial Management and TD Ameritrade. His background also includes roles outside of finance at Python Restoration and O'Tool Industries. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Juan Suarez is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, Suarez worked in various roles at companies including Klindata Solutions, Onetrust, and Alteryx. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its 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 alongside an alternative investments program.

Antoinette Jones is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TD Ameritrade Clearing Inc., TD Ameritrade, and TIAA-CREF. She 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 discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and due diligence.

Samuel Walker is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Charles Schwab Bank, Young America Realty, and Grand Canyon University. Charles Schwab & Co., Inc. serves a large client base that includes high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory with access to discretionary separately managed accounts and alternative investments.

Matthew Hayes is a financial advisor at Osaic Wealth, Inc. with 20 years of industry experience. He has held roles at Osaic Wealth since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Hayes is involved in fundraising activities for the Autism Treatment Center of Dallas and serves as treasurer for the SK Willow Ridge Estates Homeowners Association. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a wide network of advisors and platforms. The firm provides integrated brokerage and advisory services with a range of investment options and emphasizes portfolio construction using asset-allocation tools, risk tolerance assessments, and automated rebalancing.

Kelly Edwards is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo and Northern Trust. Edwards is currently 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 discretionary separately managed accounts, offering multi-asset model portfolios, due diligence on alternative investments, and centralized custody and order-routing services.

Jonathan Shoush is a financial advisor at Charles Schwab with 20 years of industry experience and holds a Series 66 designation. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2006 to 2025 before joining Charles Schwab 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 mix of non-discretionary and discretionary investment management through multi-asset model portfolios, supported by centralized operational and supervisory structures.

Aaron Soderstrom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2016. In addition to his advisory role, he owns Omega Squared Capital Management, through which he writes an investment newsletter, and serves as Chief Investment Strategist at Omega Squared Insights, focusing on macroeconomic indicator development and related research. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment options through multiple platform arrangements and supports both discretionary and non-discretionary strategies tailored to client objectives.

Alberto Hurtado is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jesse Martinez is a CFP®-credentialed financial advisor at Charles Schwab with four years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and was self-employed. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering non-discretionary financial planning and investment advisory services alongside access to discretionary separately managed accounts and alternative investments through its integrated wealth management platform.

Adam Gonsoulin is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. 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 management, using multi-asset model portfolios and a centralized operational structure.