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 six years of industry experience and holds a Series 66 designation. Her work history includes roles at various Charles Schwab entities since 2019, as well as positions outside the financial sector, including at Sushi Nara and NGO Monitor. She 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 offers both non-discretionary and discretionary investment solutions, supported by centralized custody and comprehensive operational infrastructure.

Antoinette Mc Rae is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 66 and Series 63 designations and has worked at firms including Empower Financial Services and Prudential Investment Management Services. 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 blend of non-discretionary investment recommendations alongside access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

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 six years of industry experience and holds a Series 66 designation. Her work history includes roles at Charles Schwab Bank, SSB since 2021, Charles Schwab since 2019, Personal Capital Advisors Corporation from 2018 to 2019, and United Capital from 2016 to 2018. 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, using multi-asset model portfolios and a structured due diligence process on 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 eight years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. Her career includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Charles Schwab Premier Bank, and TD Ameritrade, Inc. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a distinctive integrated operational structure.

Nathan Christ is a financial advisor with Charles Schwab holding Series 66 and Series 63 licenses and has 13 years of industry experience. He previously worked at TD Ameritrade for 11 years before joining Charles Schwab in 2022. Outside of his advisory role, he is a musician who performs and occasionally receives compensation for shows. 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 and discretionary investment guidance supported by multi-asset model portfolios and centralized operational resources.

Arturo Hinojosa is a financial advisor with Wells Fargo Clearing based in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo, he worked at Truist Advisory Services and Morgan Stanley, among other firms. Outside of his advisory role, he is involved as a consultant in trade compliance and logistics and participates as a crew member for grappling competition events. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research from Wells Fargo Investment Institute to guide diversified portfolio construction and offers both brokerage and advisory solutions across a broad client base.

Brandon Trevino is a financial advisor with Charles Schwab in Westlake, TX, holding the Series 66 designation and four years of industry experience. His work history includes multiple roles at Charles Schwab and Charles Schwab Bank, as well as prior experience at Platinum Wealth Solutions of Texas and HEB Grocery 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and provides clients with multi-asset model portfolios, written advice policies, and a formal alternative-investment onboarding process.

Kais Kara is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Charles Schwab Bank, Charles Schwab Premier Bank, and Klatch, as well as periods devoted to full-time education. 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 a primarily non-discretionary advisory model with access to discretionary separately managed accounts and offers a range of multi-asset investment solutions supported by centralized operational resources.

Paul Alusick is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at TD Ameritrade for 15 years and has been affiliated with the University of North Texas since 2008. Outside of his advisory role, he coordinates a local hockey team in Southlake, Texas. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services within a broadly integrated operational model.

Jason Burdett is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Windermere Real Estate for six years. He is based in Fort Worth, TX, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Curtis Lewis is a CFP® with 18 years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Curtis holds Series 63 and Series 66 licenses. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and a centralized operational structure.

Nilesh Christian is a financial advisor with Charles Schwab in Westlake, TX, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including prior roles at Heritage Financial Services, Glenmede Trust Company, Mariner Wealth Advisors, and Creative Planning. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary financial planning and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and extensive use of multi-asset model portfolios and due diligence on alternative investments.

Grayson Williams is a financial advisor at Charles Schwab with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Charles Schwab Bank, SSB, Icosian Capital, and Slaughter Landscaping. 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 operates a hybrid advisory model combining non-discretionary and discretionary portfolio management supported by a large integrated platform.

Joseph Lee is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked at TD Ameritrade for four years and Hilton Worldwide Holdings for seven years. Lee is 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 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 centralized supervision, custody, and operational infrastructure.

Wendell Hall III is a financial advisor at Charles Schwab with 3 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Charles Schwab, Wendell worked in electrical services and spent several years in full-time education. 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 supported by research from the Schwab Center for Financial Research.

Baylee Stuart is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Schwab, Baylee worked at TD Ameritrade and has experience in customer service roles outside of finance. 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 and discretionary investment management services combined with brokerage and custody solutions.