Sui Tiong is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at TD Ameritrade Investment Management and TD Ameritrade, where he worked for a combined 27 years. Charles Schwab serves a large client base of 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 advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and use of multi-asset model portfolios.

William Haider is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. He has been with Fidelity since 2022, progressing through roles including Electronic Channel Support, Investment Solutions Representative I and II, before assuming his current position in 2025. In his role, William partners with clients to develop customized financial plans that align with their individual goals and preferences. Throughout his tenure at Fidelity Investments, William has focused on building trust and delivering reliable, competent service. His experience spans various aspects of investment solutions and client support, enabling him to assist clients effectively in their financial planning. Outside of his professional responsibilities, William is engaged in family activities, social events with friends, music, reading, and volunteering.

Jason Grigsby is a financial advisor at Charles Schwab with 11 years of industry experience. He has held positions at Charles Schwab since 2021 and previously worked at TD Ameritrade from 2014 to 2021. Outside of his advisory role, he is the sole member of Vlosity Learning LLC, a technology services firm focused on developing educational apps for infant and toddler learning. Charles Schwab & Co., Inc. serves a large client base that includes 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 relationships with access to affiliated discretionary SMAs and offers centralized custody and brokerage services.

Rosa Kiphen is a CFP® with five years of industry experience, currently serving at Charles Schwab. Her prior roles include positions at TD Ameritrade, First National Bank Texas, and a variety of service and retail companies. 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, utilizing multi-asset model portfolios and due diligence on alternative investments.

Steven Gale is a Series 66-credentialed financial advisor at Charles Schwab with 22 years of industry experience. He previously worked at TD Ameritrade Investment Management and TD Ameritrade, Inc. before joining Charles Schwab in 2022. He is based in Westlake, Texas. 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.

Taylor Cowan is a financial advisor at Charles Schwab with seven years of industry experience. He has held roles at Charles Schwab since 2019 and previously worked at Glenview Professional Pharmacy and Iowa State University. Cowan holds a Series 66 designation. 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 services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and proprietary research.

John Carlson is a financial advisor with Charles Schwab in Westlake, TX, holding CFP® and Series 66 designations and 17 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2013. Carlson is also an owner of a residential rental property. 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 solutions supported by multi-asset model portfolios, centralized custody, and a formal process for alternative investments.

Joshua Klingen is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., and TD Ameritrade. 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, offering a combination of non-discretionary and discretionary investment options alongside centralized custody and operational support.

Nathan Andersen is a financial advisor with Charles Schwab, holding the Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Charles Schwab & Co., Inc. since 2018, as well as previous positions at Cottonwood Residential and Quiktrip. Outside of his advisory work, he owns a music production and entertainment services business, Ruminari Sounds LLC. 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, financial planning, and custody services within a large, integrated broker-dealer and investment adviser platform.

Michael Consolo is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade and Charles Schwab Bank. Outside of his advisory role, he contributes articles weekly to CubbiesCrib.com. 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and has a centralized operational structure supporting its wealth management programs.

Catherine Curtin is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2013. 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 using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Chaz Huntzinger is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 66 and Series 63 credentials and two years of industry experience. Before joining Charles Schwab, he spent time working at Lazy Dog and Cheddar's Scratch Kitchen. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by a multi-asset investment approach and a formal alternative-investment process.

Brian Wasson is a financial advisor with Ameriprise in Keller, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at PNC Investments and BBVA Wealth Solutions, among others. He maintains a dual employment arrangement as a financial advisor with Randolph Brooks Federal Credit Union alongside his role at Ameriprise. Ameriprise Financial Services serves individual and institutional clients with a range of advisory offerings, including a specialized Premier Retirement Income service that provides tailored retirement income planning based on detailed analysis and collaboration between a centralized service team and client advisors.

Jamie Bloom is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. 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 investment guidance and access to discretionary separately managed accounts, supported by extensive research and a centralized operational structure.

Ryan Pierce is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Vanguard Homes, Swede Liquor, Peak View Roofing, and a background in education and construction. 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 guidance, supported by a multi-asset model portfolio approach and a centralized operational structure.

Eduardo Rosas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Td Ameritrade, Fastenal, and Domino's Pizza. 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 strategies, supported by multi-asset model portfolios and alternative investment options.

Nikita Tembo is a financial advisor at Charles Schwab with nine years of industry experience. Prior to joining Charles Schwab in 2024, Nikita worked at TD Ameritrade from 2017 to 2024. Outside of financial services, Nikita has been involved with Lone Star Valet since 2016. 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, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts within an integrated operational structure.

Jason Lytle is a financial advisor with Charles Schwab in Westlake, Texas, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including thirteen years at New York Life and its affiliated firms and brief tenures at Ameriprise and Charles Schwab. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides multi-asset model portfolios alongside a formal alternative-investment platform.

Tyler Atchison is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank. Outside of his advisory work, he is an owner of Hamm Global LLC, a business unrelated to investment management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios and alternative investment due diligence.

Ian Mac Donald is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has previously worked at MezzCap Partners, LLC and DoorDash. Outside of his advisory work, he engages in purchasing and reselling collectible trading cards as a hobby. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm provides integrated investment, brokerage, and custody services with centralized operational support.