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 bringing 11 years of industry experience. His prior roles include positions at Fidelity Investments and Century 21 Alliance Properties. 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, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

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 with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 66 and Series 63 licenses and four years of industry experience. She previously worked at TD Ameritrade and spent over a decade at Best Buy before transitioning to the financial services industry. 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 portfolio management, financial planning, and custody services with a multi-asset investment approach.

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 and holds the Series 66 and Series 63 licenses. He has two years of industry experience, including prior roles at Virtus Wealth Management and Prospera Financial Services. Outside of finance, Hudson is 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, combining non-discretionary advisory models with access to discretionary separately managed accounts and a comprehensive alternative investments program.

Trevor Tamplain is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he leads and coaches a team of financial professionals dedicated to partnering with clients to develop personalized comprehensive financial plans while ensuring a warm and jargon-free experience. Trevor has extensive experience with Fidelity Investments, having served in various roles since 2005, including Regional Planning Consultant, Financial Consultant, and Investment Solutions Manager. His career progression reflects a deep understanding of financial planning and investment solutions. He holds an Arkansas Insurance License. Outside of his professional work, Trevor has interests in food, parenthood, and traveling.

Andrew Mc Lendon is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. He has previously worked at Capital Wealth Advisors and held various non-financial positions before entering the advisory field. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 uses multi-asset model portfolios supported by Schwab’s research and due diligence.

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.

Katherine Pieper is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Medical City Fort Worth and Ideal Image Fort Worth. 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 managed-account services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by centralized operational and custody services.

Seth Sullivant is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab in 2025, he worked at LPL Enterprise and The Prudential Insurance Company of America. He also provides notary services on a part-time basis. 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investments program.

Mario Bermudez Ruiz is a financial advisor at Charles Schwab with five years of industry experience and holds the Series 66 designation. His work history includes roles at Charles Schwab Bank, TD Ameritrade, and TD Bank. 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, supported by a multi-asset investment approach and centralized operational infrastructure.

Jordan Townsend is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments and several other organizations. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

Jacob Bryant is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His work history includes roles at Charles Schwab Bank SSB, CHARLES SCHWAB and CO., INC., TD Ameritrade, and Thomson Reuters. 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 relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and rigorous due diligence on alternative investments.

Juan Estrada Hernandez is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Liberty Mutual Insurance, and First Convenience Bank. Outside of his advisory role, he has worked as a delivery driver for DoorDash and Amazon Flex. 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 offers both non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized operational support.

Jacob Mendoza is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2023, he worked at TD Ameritrade for nine years and has been involved with Legends Hospitality since 2016. 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, utilizing multi-asset model portfolios and a centralized operational structure.