John Ehlers is a financial advisor at Charles Schwab with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab and its affiliated entities since 2018, including TD Ameritrade from 2006 to 2024. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options within a large, integrated operational structure.

Angela Young is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 credentials and bringing 27 years of industry experience. She previously worked at The Vanguard Group for 23 years and had roles at USAA Investment Services Company and Apex Systems before joining Fidelity. Outside of her advisory role, she creates and presents masterclasses for women focused on marriage and owns a digital shoe store. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Lonya Mull is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she collaborates with clients and their Wealth Management Advisors to implement investment strategies that support clients' visions and goals across multiple accounts. Her career in financial services spans over two decades, with extensive experience at Fidelity Investments since 2009. Prior to her current role, she served as Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Before joining Fidelity, she held various positions at First Tennessee Bank, including Certified Financial Planner, Financial Paraplanner, Stock Option Administrator, and Benefits Specialist. She also worked as a Senior Banking Coordinator at Sedgwick Claims Management Services in 2008. The information provided does not include details regarding her education or personal interests.

Gary Brown is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and AmeriSave Mortgage Corporation. Outside of his advisory role, he co-owns an e-commerce business that sells printed apparel and assists with bookkeeping for a family construction business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Ashley Tumlinson is a financial advisor at Charles Schwab & Co., Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade Clearing, Inc. and Fidelity Investments. 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 investment guidance and access to discretionary separately managed accounts, supported by a large integrated structure and centralized operational platform.

Ethan Christian is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. He has been with Charles Schwab since 2022, with brief breaks for full-time education between 2015 and 2024. 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 a comprehensive range of brokerage, custody, and cash-sweep services.

Jordan Barta is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at TD Ameritrade for three 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

William Bailey is a financial advisor with Edward Jones in Keller, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2024, he held positions at several firms including Syfan Logistics, Steam Logistics, Apex Capital, EGW Logistics, IXT LLC, and Watco Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Zachary Jones is a CFP® with six years of experience in the financial services industry. He is currently affiliated with Charles Schwab, where he has worked since 2021. Prior to Schwab, he held roles at First Command and other firms. Outside of his advisory work, he owns a vending machine business called Funkytown Vending. 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 offers a broad range of integrated brokerage, custody, and advisory services.

Mei Decicco is a financial advisor with Charles Schwab, holding a Series 66 designation and 23 years of industry experience. Her work history includes roles at TD Ameritrade Inc., self-employment, and Charles Schwab, where she has been since 2019. She is based in Westlake, TX. 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 combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Ramon Hernandez is a CFP® certified financial advisor with 15 years of industry experience. He is currently with Charles Schwab, having previously worked at Fisher Investments and TD Ameritrade in various roles. Hernandez holds Series 63 and Series 66 licenses. 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 both non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios, strategic asset allocation, and a comprehensive due diligence process for alternative investments.

Bikash Shah is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 designations and three years of industry experience. Prior to joining Schwab in 2023, he worked at TD Ameritrade and J.P. Morgan Chase. 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 combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios and thorough due diligence on alternative investments.

Lawrence Ambe is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and 20 years of industry experience. He previously worked at TD Ameritrade, Inc. for 18 years before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management supported by a multi-asset strategic allocation approach and centralized operational infrastructure.

Clayton Edwards is a financial advisor with Edward Jones in Keller, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles with the Dallas Cowboys Football Club and the Miami Dolphins. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brennan Mahan is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and affiliated entities since 2021. Prior to his advisory roles, his background includes positions in various service and retail companies. Charles Schwab 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 offers both non-discretionary and discretionary investment options, supported by centralized custody and operational resources.

Ronda Huckaby is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Charles Schwab, she worked at Equitable Advisors and Impact. Outside of her advisory role, she serves as a consultant and teacher trainer at Impact and is an assistant volleyball coach with TAV Volleyball Club. 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 affiliated discretionary SMAs and a formal alternative-investment process.

Jeffrey Chiappetta is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 31 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016 with a brief tenure at Charles Schwab Bank and operates Insights Consulting TX LLC. Outside of his advisory role, he serves as a NASD neutral arbitrator and officiates high school baseball games in the Dallas/Fort Worth area. 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 advisory services and access to discretionary separately managed accounts with a multi-asset model portfolio approach.

Ethan Vandenheuvel is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include one year at Northwestern Mutual and five years at Epic Valet. 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 offers multi-asset model portfolios supported by centralized custody and operational structures.

Reshard Grant is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab and related entities since 2022, previously spending 16 years at TD Ameritrade. 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 guidance, utilizing multi-asset model portfolios and a centralized structure that supports a large client base across multiple advisory programs.

Joel King is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and TD Ameritrade. Outside of finance, he holds a real estate broker license in Illinois but has not engaged in brokerage activities. 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 provides a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.