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 63 and Series 66 licenses. Prior to his current role, he had brief tenures at Northwestern Mutual, and outside the financial sector, he was involved with the Lubbock Western Little League. 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 separate managed accounts, offering multi-asset model portfolios and alternative investment options.

Paxton Porras is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at TD Ameritrade and the University of Texas at Arlington. Charles Schwab & Co., Inc. serves a large client base consisting mainly 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 models supported by centralized custody and operational infrastructure.

Peter Virgilio is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 credential and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Fidelity Investments, and Altruist Financial LLC. Outside of finance, he performs in a local band called Crash Cult, which plays local shows and has music available on streaming platforms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 access to alternative investments through a centralized, integrated platform.

Eric Ezar is a financial advisor at Charles Schwab with a Series 66 designation. He began his advisory career in 2026 and has prior experience in education and banking roles. 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 models with access to discretionary separately managed accounts and offers a broad range of investment options supported by proprietary research.

Carrie Stevenson is a financial advisor at Charles Schwab with 12 years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Charles Schwab in 2021, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2021, as well as at Bank of America, Merrill, and Mills Wealth Advisors. Outside of her advisory role, Stevenson is a member and owner of Sakal Enterprise LLC, a real estate business. 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 range of advisory, brokerage, and custody services integrated within its large institutional platform.

Jigar Parikh is a financial advisor at Charles Schwab with 23 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliated entities since 2020. Prior to that, he was employed at USAA financial planning and investment management companies from 2012 to 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related services. The firm offers a combination of non-discretionary and discretionary investment guidance, multi-asset model portfolios, and a centralized operational structure that supports a broad range of advisory and brokerage services.

Peibo Li is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Li worked at United Capital Financial Advisors and Goldman Sachs. He has a background in full-time education spanning several years before entering the financial services industry. Charles Schwab & Co., Inc. serves a large client base 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 combines non-discretionary advisory services with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Ian Moravek is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to that, he was employed at USAA Investment Management Company and USAA Financial Advisors, Inc. from 2011 to 2020. 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 related 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 research from the Schwab Center for Financial Research.

Nicklaus Conn is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside due diligence on alternative investments.

Xiaodan Zhang is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, Zhang worked at Lotus Technology Inc. for four years and UE Capital for five years. 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 provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by research and a distinctive integrated operational structure.

Bobby DOYAL is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their Wealth Management Advisors to develop tailored comprehensive plans addressing the unique and complex needs of individuals and families. His focus is on providing high-level service and support to foster strong, meaningful, and long-lasting relationships with clients and their families. Prior to his current role, Bobby served as a High Net Worth Service Associate at Fidelity Investments from 2021 to 2022. Before joining Fidelity, he worked at Wells Fargo Bank N.A., where he held positions as a Licensed Relationship Banker from 2018 to 2021 and as a Service Manager from 2017 to 2018. Outside of his professional responsibilities, Bobby has personal interests that include baseball, cooking and baking, family activities, fishing, music, and outdoor adventures.

Robert Watson is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and previously held positions at TD Ameritrade and Ace Parking Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Roger Van Beveren is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2021, he worked at Fidelity in various roles from 2015 to 2021. 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 separately managed accounts and has an integrated structure supporting a large client base.

Kaylee Stubblefield is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab since 2023, and previously at Trilogy Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and providing centralized custody and operational support.

Lauray Kennedy is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2013. Outside of her advisory role, she serves on the advisory board of the nonprofit Fit & Faith Living and is a community leadership board member for the American Diabetes Association. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured alternative investment platform.