Christopher Chakkalapadavil is a financial advisor at Charles Schwab & Co., Inc. with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Cetera Investment Advisors, Citizens Securities, and Truist Advisory Services. Outside of his advisory work, he also works as a delivery driver for DoorDash and as a driver for rideshare services Uber and Lyft. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with access to multi-asset portfolios and alternative investments. The firm is noted for its scale, integrated structure, and centralized platform supporting wrap fee advisory and brokerage services.

Glenn Durr is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab and Charles Schwab Bank, SSB since 2007 and 2022, respectively. He is 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 affiliated investment services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by integrated custody, brokerage, and alternative investment capabilities.

Nicholas Hodgson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and four years of industry experience. He previously worked at North Texas Orthopedics and North Tarrant Family Practice before joining Charles Schwab. Charles Schwab serves a large client base of 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 multi-asset model portfolios supported by centralized custody and operational infrastructure.

Quinton Edwards is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and MRC Global. 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 SMAs and provides centralized supervisory, custody, and order-routing services.

Brent Shields is a CFP®-certified financial advisor with 18 years of industry experience, currently with Charles Schwab. He has previously worked at Fidelity Investments and 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 managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Matthew Ullrich is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2022, following an eight-year tenure at TD Ameritrade. Prior to his financial services career, he worked at AMC Theatres for one year. 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 managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with centralized custody and operational support.

Jeffrey Swearingen is a financial advisor with LPL Financial in Roanoke, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Cetera Advisors LLC for seven years before joining LPL Financial in 2020. Outside of his advisory work, he is the owner of Delivering Liberty, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Frederick Ghorbani is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. since 2016. 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 guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and a centralized operational structure.

Harold Duncan is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Charles Schwab in 2020, he worked at USAA Financial Planning Services and USAA Investment Management Company. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Ryan O Connor is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Glen Ridge Country Club and spent several years in 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. Schwab offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options within an integrated and large-scale operational platform.

Jase Keel is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Charles Schwab Bank, Central Market, and Amazon, along with several years 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 both non-discretionary and discretionary investment options, delivering multi-asset model portfolios and alternative investment due diligence within a highly integrated service structure.

Renee Parker is a financial advisor at Charles Schwab & Co., Inc. with a Series 66 designation and two years of industry experience. Her prior work includes roles at American Airlines, Milestone Church, and Buffalo Wild Wings. 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 mix of non-discretionary and discretionary investment guidance, employing multi-asset model portfolios and a centralized operational structure.

Matthew Roth is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at firms including Clear Capital and Northwestern Mutual. 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 SMAs, offering multi-asset model portfolios and alternative investment options through a centralized and integrated operational structure.

Cicely Jaubert is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including TD Ameritrade Investment Management, Morgan Stanley Private Bank, and Fidelity Brokerage Services. Outside of her advisory role, she is an author whose book was published by Dorrance Publishing in 2015. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment platform.

John Broderick is a CFP®-designated financial advisor with 29 years of industry experience, currently with Charles Schwab. His prior experience includes roles at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory work, he has been involved with Mirasol Country Club 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 management solutions, supported by centralized custody and operational infrastructure.

Zachary Lindsey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at TD Ameritrade and Allstate Insurance. Outside of advising, he appears in advertising for Doggy Doggz Pet Waste Removal, a waste management business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm’s integrated structure and scale support a variety of advisory and brokerage services delivered through multi-asset model portfolios and alternative investment options.

Zachary Hoekstra is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Northwestern Mutual and various other companies before joining Charles Schwab. 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 blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Paxton Porras is a financial advisor at Charles Schwab with Series 66 and Series 63 designations and five years of industry experience. He previously worked at TD Ameritrade for three years and held a position at the University of Texas at Arlington for two years. Charles Schwab & Co., Inc. serves a large client base of 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 in-house research and due diligence.

Peter Virgilio is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at firms including Altruist Financial, Wells Fargo Clearing Services, and Fidelity Investments. Outside of finance, he is a performer in a local band called Crash Cult Band that plays shows and has music on streaming platforms. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Carrie Stevenson is a CFP®-designated financial advisor with 12 years of industry experience. She is currently with Charles Schwab, where she has worked since 2019, following prior roles at JPMorgan Securities LLC and Bank of America. Outside of her advisory work, she is a member and owner of Sakal Enterprise LLC, a real estate company. 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 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 an integrated operational structure and multi-asset investment models.