Stash Veller is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Charles Schwab since 2003, including over two decades at Charles Schwab Bank SSB. Outside of his advisory role, he is involved in managing a condominium rental property in Orange Beach, AL. 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, employing multi-asset model portfolios and a formal alternative-investment onboarding process.

Thuy Nguyen is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 24 years of industry experience. She previously worked at TD Ameritrade, Inc. for ten years before joining Charles Schwab in 2021. 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 operates a dual-registered broker-dealer and investment adviser model, offering both non-discretionary guidance and access to discretionary separately managed accounts with a multi-asset investment approach and centralized operational support.

Gregory Gerber is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Charles Schwab since 2022 and previously at TD Ameritrade from 2010 to 2024. 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 affiliated discretionary SMA portfolios, using multi-asset model portfolios and a centralized operational structure.

Kylie Quintero is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Her prior roles include positions at Adam Clements Safaris and Ramirez Capital. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts within a large, integrated wealth management platform.

Melinda Plumb is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, also working concurrently with JPMORGAN Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Larelle Watson is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Schwab in 2020, Watson worked at TD Ameritrade for nine years. 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, utilizing multi-asset model portfolios and a formal alternative-investment process.

Yi Mao is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Charles Schwab in 2023, Yi worked at TD Ameritrade from 2021 to 2023 and held various roles outside the industry. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program, offering a blend of non-discretionary advisory services and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Bernard Griffith Jr. is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2016 and also holds roles with Granite Financial Group. Outside of his advisory work, he is the founder and teacher at Wealth Significance and is involved in educational activities through Women’s Wealthnasium LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.

Robert Anderson is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Cesar Martinez is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade, Advance Auto Parts, and Texas Wesleyan University. Outside of his advisory role, he manages expenses for Maximiliano Martinez Trucking LLC, a service industry business. 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 relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Joseph Veltri is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments Life Insurance Company. 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 and discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

Carson Smith is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Fidelity Investments and Century 21 Alliance Properties. 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 with multi-asset model portfolios and centralized custodial and supervisory support.

Natalie Dunn is a financial advisor at Charles Schwab with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of finance, she is a fitness instructor at Pure Barre in Flower Mound, Texas. 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 advice and access to discretionary separately managed accounts, supported by centralized custody and a multi-asset investment approach.

Emily Olivares is a financial advisor at Charles Schwab with 4 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade and Best Buy. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Sarah Khaldi is a financial advisor at Charles Schwab with 18 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank, SSB since 2008. Outside of her advisory role, she is involved as a partner in a restaurant business in McKinney, Texas. 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 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.

Jarett Adair is a financial advisor with Edward Jones in Justin, Texas, holding a Series 66 designation and 17 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2013 to 2020. Outside of his advisory work, he serves as a board member representing District 7 for CoServ in Corinth, Texas. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Kelly Just is a financial advisor with Ameriprise in Keller, TX, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns KSJ Resources, an S corporation used to manage practice expenses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, employing a centralized consulting team that delivers non-discretionary, research-based recommendations focused on income sources, tax-efficient withdrawals, and Social Security strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Braedan Hudson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Virtus Wealth Management and Prospera Financial Services. Outside of his advisory role, he has been involved with the Mustang Panther Lacrosse Association. 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 both non-discretionary advice and access to discretionary separately managed accounts within an integrated operational framework.

Daniel Jackson is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. His work history includes roles at The James, Azur, Water's Edge, The Vanguard Group, Merrill, Bank of America, Private Client Services, Uwharrie Investment Advisors, Interstate Batteries, and Old North State 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. The firm offers a combination of non-discretionary and discretionary investment options, delivering guidance through multi-asset model portfolios and a centralized operational platform.

Kimberly Stanczak Hill is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliated bank since 2018, with prior experience at Fidelity in both advisory and brokerage roles. Charles Schwab & Co., Inc. serves a large client base of 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.