Gregory Rine is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade Investment Management and TD Ameritrade, Inc. from 2006 to 2024 before joining Schwab in 2022. 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 a large-scale, integrated operational structure.

Junior Nascimento is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2005, with additional experience at TD Ameritrade in 2021 and 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management. The firm combines advisory, brokerage, custody, and cash-sweep services within an integrated platform supported by a large client base and a multi-asset investment approach.

Daniel Fontaine is a financial advisor at Charles Schwab with 21 years of industry experience. He has been with Charles Schwab since 2017 and previously worked at Fidelity Investment Company from 2005 to 2017. Outside of financial advising, he is involved with Elite Sports Officials, an organization he has been part of since 2009. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and cash-sweep services. The firm’s model emphasizes primarily non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and a structured approach to alternative investments.

Kyle Gerads is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes positions at td ameritrade, Arthur Marshall Inc, and Fidelity Brokerage Services LLC. He is currently based in Westlake, TX. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Guisseppi Guillo is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at TDAmeritrade for 15 years before joining Charles Schwab in 2023. Outside of his advisory role, he is a real estate agent and operates a small construction company serving friends and family. 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 investment guidance and access to discretionary separately managed accounts within an integrated operational structure.

Jerome Campbell is a financial advisor at Charles Schwab with CFP® and Series 66 credentials and four years of industry experience. His prior work includes roles at Charles Schwab Bank, FIS Global, Northwestern Mutual, and Ashley Furniture Industries. Outside of finance, he has experience working with The Pool Mechanic and Top Dog Roofing. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by proprietary research and due diligence.

David Verduzco is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill, Bank of America, and Allstate. 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 SMAs and offers a structured alternative-investment program alongside centralized custody and brokerage services.

Robert Somervill is a financial advisor at Charles Schwab with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Waterhouse Investor Services Inc. In addition to his advisory role, he is a licensed real estate broker managing personal real estate transactions. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services, combining non-discretionary and discretionary investment options within a large, integrated operational framework.

Tomika Lemons is a financial advisor at Charles Schwab with 18 years of industry experience. She previously worked at Pruco Securities, LLC and The Prudential Insurance Company of America for 12 years. Outside of her advisory role, she is the owner and manager of a personal real estate business. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its integrated wealth management platform. Schwab’s model combines non-discretionary guidance with access to discretionary separately managed accounts and employs multi-asset portfolios supported by in-house research.

Carson Lucero is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab and Co., Inc., he worked in various roles including positions at Smoothie King and Saltgrass Steakhouse. Outside of financial services, he has worked as a delivery driver for DoorDash since 2018. 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 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 along with a formal alternative investment program.

Charles Allbright is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 34 years of industry experience. He worked at TD Ameritrade for 13 years before joining Charles Schwab in 2023. Outside of his advisory role, he serves as president of Claire Ellen Enterprise LLC, a non-investment real estate company. 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 in-house research and a formal alternative-investment selection process.

Jevin Riven is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Prior to his financial services career, he had roles with the Texas Rangers Baseball Club and other organizations. 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 and employs multi-asset model portfolios alongside research-backed alternative investment options.

J Blatt is a CFP®-credentialed financial advisor with over 31 years of industry experience. They have worked at Charles Schwab since 2022 and previously held positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, Inc. There are no additional outside activities noted. 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 both non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Drew Davis is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and Panera Bread. 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 services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive due diligence process on alternative investments.

Kyle Rudolph is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. His prior roles include positions at Bank of America, NA, and Merrill Lynch, Pierce, Fenner & Smith, Inc. He is based in Westlake, Texas. 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 and utilizes multi-asset model portfolios supported by proprietary research and formal alternative investment processes.

Louis Gallardo is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked with Charles Schwab Bank SSB since 2023 and Charles Schwab and Co., Inc. since 2022, following six years at TD Ameritrade. Based in Westlake, TX, his career has centered on wealth advisory services. 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, offering multi-asset model portfolios supported by comprehensive due diligence and centralized operations.

Adan Becerra is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and has held various roles in different industries including education and insurance. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional accounts.

Jonathan Dodd is a CFP® professional at Charles Schwab with 22 years of industry experience. He previously worked for Avantax Advisory Services and Avantax Investment Services for 15 years before joining Charles Schwab in 2019. He serves as a board member for his neighborhood homeowners association. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a comprehensive alternative investments platform.

Yu Hsuan Lee is a financial advisor at Charles Schwab with 8 years of industry experience. Prior to joining Charles Schwab in 2022, Lee worked at TD Ameritrade, Fidelity Brokerage Services, and Fidelity Investments. Lee holds Series 63 and Series 66 licenses. 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 separate managed accounts and offers multi-asset model portfolios supported by proprietary research.

Robin Tyus is a financial advisor at Charles Schwab with 14 years of industry experience. He previously worked at First Command Advisory Services and First Command Financial Services from 2015 to 2018. Outside of his advisory role, Tyus is involved as a distributor with Young Living, occasionally hosting classes and signing up new members. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.