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.

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 at Charles Schwab with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank since 2026. Prior to her current role, she has experience at Ideal Image Fort Worth, Medical City Fort Worth, and The Keystones of Cedar Rapids. 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 a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a centralized operational structure.

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.

Reade Achilli is a CFP® with three years of industry experience currently affiliated with Charles Schwab. His prior experience includes a 19-year tenure at Bank of America. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides due diligence on alternative investments through its integrated, multi-asset investment approach.

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.

Benjamin Ross is a financial advisor at Charles Schwab with 18 years of industry experience. He previously worked at TD Ameritrade for 17 years before joining Charles Schwab. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and an alternative investments program.

Clint Shepherd is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Schwab entities since 2016. Outside of his financial advisory role, he is involved in a family vending machine business in Haltom City, Texas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, custody, and advisory services. The firm’s client model includes primarily non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured process for alternative investments.

Chloe Levy is a financial advisor at Charles Schwab with a Series 66 designation and five years of industry experience. Her work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and a period at Sushi Nara. She has also been involved with NGO Monitor and Miami University of Ohio. 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 separately managed accounts and uses multi-asset model portfolios along with a centralized operational structure.

Lakyia White is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. She has worked within Schwab Private Client Investment Advisory and other roles at Charles Schwab since 2019, with prior experience at Asset Campus Housing, ReMax Cortiers, Servitas Management Company, Fluent, Zipcar, and Texas A&M University. 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 guidance using multi-asset model portfolios, supported by a centralized operational structure and a formal alternative-investment onboarding process.

Antoinette Mc Rae is a financial advisor with Charles Schwab who holds Series 66 and Series 63 licenses and has five years of industry experience. She previously worked at Empower Financial Services, Prudential Investment Management Services, and other firms. Outside of her advisory role, she is the sole owner of Big Girl Pretty Gang, a business involved in entertainment, event planning, and music endeavors. 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 due diligence on alternative investments.

Rachel Guillo is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade from 2008 to 2024. Outside of her advisory role, she is a rental property landlord in Fort Worth, Texas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services that combine multi-asset model portfolios with centralized custodial and brokerage operations.

Alyissa Soriano is a financial advisor at Charles Schwab with five years of industry experience and holds a Series 66 designation. She has worked at Charles Schwab and Charles Schwab Bank since 2019 and 2021, respectively, and previously worked at Personal Capital Advisors Corporation and United Capital. 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 and discretionary investment options with a focus on multi-asset model portfolios and alternative investments.

Barry Harlow is a financial advisor at Charles Schwab with 28 years of industry experience. His career includes roles at Charles Schwab Bank and TD Ameritrade. He holds Series 63 and Series 66 credentials. 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 both non-discretionary and discretionary investment options, combining a large client base with an integrated advisory and brokerage platform.

Neema Hessami is a CFP® professional with 8 years of industry experience, currently affiliated with Charles Schwab. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. 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, supported by multi-asset model portfolios and a centralized operational structure.