Donald Rivers is a financial advisor at Charles Schwab in Westlake, TX, with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at several mortgage services firms and home loan companies. 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 separate managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Du Chein Fox is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and three years of industry experience. His prior experience includes roles at TD Ameritrade and Charles Schwab Bank, SSB. Outside of finance, he is the owner and CEO of Fox Den Studios Ltd., an A/V production company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering bundled advisory, brokerage, custody, and cash-sweep services with a blend of non-discretionary and discretionary investment management options.

Misty Soriano is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, following tenure at TD Ameritrade and ongoing involvement with AdvoCare. 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 options, utilizing multi-asset model portfolios and a centralized operational structure.

Keith Kadesky is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Goldman Sachs (Insight Global), University of Tulsa, Legends, and Superior Medical Management. 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 options, combining a multi-asset model portfolio approach with centralized custody and operational support.

Abril Toy is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2025. Prior to her financial services career, she had roles in education and retail, as well as two years at The Salvation Army Denver Red Shield. 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 client advisory models with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Kerion Cooper is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at TD Ameritrade Inc and Charles Schwab Bank, SSB. He also serves as an instructor at Devry University's Keller School of Business Management. 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 integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab Center for Financial Research.

Brianna Sansom is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2022 and 2025, respectively. Prior to her financial services career, she held roles at Altar'd State and TekSystems. 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 and discretionary investment management with multi-asset model portfolios and access to alternative investments, supported by a large scale and integrated operational structure.

Na Lian is a financial advisor with Charles Schwab in Westlake, Texas, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Charles Schwab in 2022, Na worked at Heng Feng Tai Shi Capital Management Co., Ltd. from 2014 to 2017. 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.

Christopher Chakkalapadavil is a financial advisor with Charles Schwab & Co., Inc. and holds Series 63 and Series 66 licenses. He has 12 years of industry experience and has worked at several firms including Cetera Investment Services, Citizens Securities, Truist Advisory Services, and SunTrust Investment Services. Outside of his advisory role, he works as a delivery driver for DoorDash and as a driver for Uber and Lyft. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of wrap fee advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and access to alternative investments through a centralized and integrated operational structure.

Glenn Durr is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and Charles Schwab Bank, SSB since 2007. Based in Westlake, TX, his career has been focused within the Charles Schwab organization. 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 provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

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 Series 66 and Series 63 licenses and has worked at Charles Schwab, TD Ameritrade, and MRC Global. 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 and a formal process for alternative investments.

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.

Josephine Elliott is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Schwab, she worked in various roles outside the financial industry, including positions at Orange Theory Fitness and Mi Cocina. 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 blend of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset investment strategies.

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, holding Series 63 and Series 66 designations and 22 years of industry experience. His work history includes previous roles at Cetera Advisors LLC, Cambridge Investment Research Advisors, and Edward Jones. Outside of his advisory work, he is involved as a business owner in a non-investment related venture called Delivering Liberty. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice solutions, supported by technology tools and a broad platform that includes advisory and non-advisory financial services.

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 with Charles Schwab in Westlake, TX, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at USAA Investment Management Company and multiple USAA financial advisory entities from 2014 to 2020. Charles Schwab serves a large client base mainly 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 investment guidance through multi-asset model portfolios and alternative investment programs.

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.