Rajesh Singh is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade from 2014 to 2022. Outside of his advisory role, he has engaged in delivery driving for Amazon Flex and Uber Eats. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a comprehensive 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 utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.

Jared Johnson is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at OneMain Financial, AutoNation, CarMax, Nationwide, Amazon Pharmacy, and SkyVenture New Hampshire. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by centralized custody and brokerage services.

Ramiro Cazares 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 TD Ameritrade, CITT Services LLC, and Maverick Activities Center. 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 SMAs, supported by a multi-asset model portfolio approach and centralized custody and order-routing arrangements.

Michael Mcevers is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022, following a 13-year tenure 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 affiliated financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, providing multi-asset model portfolios and a centralized operational structure.

Kyle Smith is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFA® designation and Series 66 license. His previous roles include positions at TD Ameritrade, Inc., Scottrade Inc, and Scottrade. 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 blend of non-discretionary advisory guidance alongside access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Nicholas Esposito is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and five years of industry experience. He has been with Charles Schwab since 2020 and Charles Schwab Bank since 2022. Prior to his financial services career, his work history includes positions at Domino's Pizza, Hannaford Supermarkets, McDonald's, and Plymouth State 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 using multi-asset model portfolios and alternative investment options. The firm's large scale and integrated structure provide a variety of advisory, brokerage, custody, and cash-sweep services to a broad client base.

Gregory Stringfellow is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Outside of his advisory role, he is involved in his family business, Beacon Beverage Imports, where he manages social media, and teaches a fall class at the University of Missouri preparing students for a trip to New York City. 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 provides centralized custody, brokerage, and cash-sweep services.

Bradley Castillo is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at TD Ameritrade before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. 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 custodial and operational infrastructure.

Delania Mccarty is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. She previously worked at TD Ameritrade from 2016 to 2018 before joining Charles Schwab in 2018. 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 offers a combination of non-discretionary and discretionary investment management options, leveraging multi-asset model portfolios and alternative investment programs, supported by a centralized operational structure.

Steven Miller is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 12 years of industry experience. His prior work includes four years at TD Ameritrade before joining Charles Schwab Bank and Charles Schwab in 2018. 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, offering multi-asset model portfolios supported by comprehensive in-house research and oversight.

Jason King is a Series 66-licensed financial advisor at Charles Schwab with four years of industry experience. He has been with Charles Schwab since 2020, following prior work at Summit Partners, Inc. and various other roles. 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 and discretionary investment options, leveraging multi-asset model portfolios and centralized operational support.

Gustavo Preza is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo from 2018 to 2022 and at Chipotle from 2015 to 2018. He has been with Charles Schwab since 2022 and also affiliated with Charles Schwab Bank since 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains an integrated operational structure combining advisory, brokerage, custody, and cash-sweep services.

Caleb Harris is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes positions at Haven Property Group LLC and LendingClub Bank, as well as periods dedicated to full-time education. 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 services with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios alongside centralized custody and order-routing systems.

Ernest Jochim is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has been with Charles Schwab since 2019. Prior to joining Schwab, he worked for Dallas ISD for 13 years. 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 model combines primarily non-discretionary client relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and a centralized operational structure.

Christopher Veale is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Charles Schwab and its affiliated entities since 2003. Outside of his advisory work, he serves as a volunteer trustee for Meals on Wheels, a nonprofit charitable organization. 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 supported by strategic asset allocation and due diligence on alternative investments.

Le Chester Williams is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab in 2020, he worked at Amazon and has been involved in marketing roles at several companies, including Eventlink, where he serves as a product specialist representing automotive brands at events. He is also a board member of Opportunity Resource Services, a nonprofit organization. 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 both non-discretionary and discretionary investment options, integrating brokerage, custody, and advisory services within a large-scale, centralized structure.

Eyssen Sal is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Wells Fargo. 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 managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and a formal alternative-investment onboarding process.

Michael Vasquez is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and two years of industry experience. He has worked at Charles Schwab since 2023 and also held roles outside the financial industry, including with the Rio Salado Sportsman's Club in 2023. Charles Schwab 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 offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with alternative investment options and integrated custody and brokerage services.

Kolburn Conway is a CFP®-designated financial advisor with Edward Jones, based in Keller, TX. He has 26 years of industry experience and has been with Edward Jones since 2001. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Colby Moore is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2009, including time at Charles Schwab Bank, SSB since 2018. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and due diligence on alternative investments within a large-scale, integrated operational framework.