Hong Nhung Pham is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 63 license and has worked at Charles Schwab and Charles Schwab Bank since 2017. Her prior experience includes roles at World Financial Group, Cam Management LLC, and Top Tier Staffing. 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 a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and advisory operations.

Blake Riddle is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and several lending and communications firms. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Sherin Mansour is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Woodforest National Bank. Mansour 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Darryl Lipinski is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes 15 years at UBS Financial Services before joining Charles Schwab in 2019. He also serves as a FINRA arbitrator, taking part in cases every few years after vetting for conflicts of interest. 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 options, supported by multi-asset model portfolios and a formal alternative-investment process.

Samuel Dansby is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His previous roles include positions at USAA Investment Services Company, USAA Life Insurance Company, and TD Ameritrade. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a structured due diligence process.

Courtney Chatfield is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique arrangement with an affiliated municipal advisor.

Jonathan Davis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. His previous roles include positions at TD Ameritrade Inc., Charles Schwab Bank, SSB, and 10_52 Strategic Advisors. 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 and discretionary investment options, combining centralized custody and operational infrastructure with access to multi-asset model portfolios and alternative investments.

Andy Oge is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and Hilltop Securities, Inc. Outside of his advisory role, he is involved with Villa Stay Vacation Rentals, a rental services business. 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 and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and operational support.

Paul Thurston is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 24 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Charles Bryce is a financial advisor with J.P. Morgan Securities in Colleyville, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in religious instruction, including public speaking, teaching, writing, and leadership activities related to church planting and pastoral care. 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 Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wendy Baylis is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Charles Schwab since 2018 and previously at Elevate Healthcare Consultants and The Delta Companies. 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 investment recommendations and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated structure, and multi-asset model portfolio approach.

Garrett Ogaz is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Charles Schwab since 2023, following nine years at TD Ameritrade. Outside of his advisory role, he works as a delivery driver for a logistics company. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management with integrated brokerage and custody services.

Jack Truscott is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Creighton University Athletics, McCarthy Capital, and Saint John's University. He has additional experience related to Omaha Country Club and a background in full-time education. 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 options, leveraging multi-asset model portfolios, alternative investment opportunities, and centralized custodial and supervisory support.

Gautam Vangala is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, he teaches a leadership class at Southern Methodist University’s Cox Business School. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset model portfolio approach and integrated brokerage and custody services.

John Halloran is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Halloran is co-owner of Catalyst Studio Productions, a video production company focused on corporate short-form videos, and he serves in various nonprofit and community leadership positions, including president of the board for the LoneStar chapter of Charitable Gift Planners. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bridget Karr is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Her prior work includes roles at PeopleScout and Beachbody LLC, as well as involvement with Zion Lutheran Church & School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

John Reul is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 registrations and nine years of industry experience. He has been with Charles Schwab since 2016. 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 primarily non-discretionary investment guidance combined with access to discretionary separately managed accounts and utilizes multi-asset model portfolios alongside a platform supporting alternative investments.

Loren Stewart is a CFP® with 12 years of industry experience, currently serving at Charles Schwab in Westlake, TX. His prior experience includes multiple roles at Fidelity Investments from 2013 to 2025. 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 a combination of non-discretionary and discretionary investment options utilizing multi-asset model portfolios and integrates brokerage, custody, and advisory services within a large-scale operational framework.

Shea Dersham is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Christopher Fairfield is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials. He has been with Charles Schwab since 2026 and has prior experience with Mass Mutual Strategic Distributors, William Raveis, and other companies. His background includes roles in various industries before entering the financial sector. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset strategic allocation investment approach.