Nathan Christ is a financial advisor with Charles Schwab in Westlake, Texas, holding Series 66 and Series 63 credentials and 12 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2022 and 2024 respectively, following an eleven-year tenure at TD Ameritrade. Outside of his advisory role, he is a musician who performs in a band on a part-time basis. 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 guidance with a multi-asset model portfolio approach.

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 roles include positions at Charles Schwab Bank, Charles Schwab Premier Bank, and Klatch. 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 supported by centralized custody and operational infrastructure.

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.

David Jamison is a CFP®-certified financial advisor with Charles Schwab in Westlake, Texas, bringing 14 years of industry experience. He has been with Charles Schwab since 2011 and previously worked with Schwab Private Client Investment Advisory in 2016. Outside of his advisory work, he serves as a financial counselor for members of Paradox Church in Fort Worth. 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 affiliated discretionary separately managed accounts and offers a range of integrated brokerage, custody, and cash-sweep services.

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 at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, Baylee worked at TD Ameritrade and has a background that includes roles outside of finance in the hospitality industry. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and centralized custody services.

Jordynn Fretheim is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Charles Schwab Bank, Charles Schwab Premier Bank, and Wells Fargo in various roles since 2012. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by its in-house financial research and alternative investment programs.

Brayden Silvey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and with two years of industry experience. Prior to joining Charles Schwab, he worked at Murphy Nasica and Allied Recourse Partners. Outside of advising, he was involved with Scarface Cards, Ltd from 2020 to 2023. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 offers a centralized operational structure with integrated custody and brokerage services.

Benjamin Willis is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Charles Schwab Bank, Uber Eats, Wealth Star Advisors, and Bearfoot Companies LLC. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

Joshua Lucas is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles at RB Global and Kenneth Copeland Ministries. 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 guidance utilizing multi-asset model portfolios and maintains centralized custody and supervisory arrangements.

Shih Hsuan Chan is a financial advisor at Charles Schwab with eight years of industry experience. He previously worked at TD Ameritrade for seven years before joining Charles Schwab in 2022. Outside of his advisory role, he is an owner of rental properties in Denton and Fort Worth, Texas. 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 advisory relationships and access to affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios and a structured approach to alternative investments.

John Negrete III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in 401(k) and 403(b) plan consulting, focusing on designing and improving retirement plans to assist business owners and employees in becoming retirement-ready. John works with CFOs, HR Directors, and Executive Directors to evaluate workplace retirement plans and provide fiduciary advisory services. His expertise includes succession and exit planning, benchmarking, market analyses for service providers and investments, fund screening, and employee education in English and Spanish. John holds a bachelor’s degree from the University of California, Los Angeles (UCLA) and has earned several professional designations, including Certified 401(k) Professional (CkP), Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His career began in individual wealth management and employee retirement education, fostering skills in public speaking, business development, and advocacy. John is involved with various community organizations such as Adventures Ahead, Boyle Heights Community Partners, the Doug Flutie, Jr. Foundation for Autism, Easter Seals Bay Area, Greater Northwest Soccer Association, Junior Achievement, Toastmasters International, and Trail Life USA. Originally from San Diego, he lives with his wife and four children, and he contributes to raising awareness for Autism Spectrum Disorder and cognitive disabilities.

Matthew Sandquist is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2020. His prior experience includes roles at UWL Inc., Pro View Global Digital Surveillance, Air Serve International, and the University of Texas at Dallas. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a comprehensive alternative investments platform.