Scott Robertson is a financial advisor with Charles Schwab who holds a Series 66 designation and has 21 years of industry experience. He has worked at Charles Schwab since 2007 and at Schwab Wealth Advisory Inc. from 2016 to 2025. Charles Schwab & Co., Inc. 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 options, combining multi-asset model portfolios with centralized custody and operational support.

Joshua Nguyen is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. since 2023 and Sam's Club from 2022 to 2023. 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, offering multi-asset model portfolios and alternative investment options supported by centralized supervision and custody services.

Tony Hernandez is a financial advisor with Charles Schwab & Co., Inc., holding Series 66 and Series 63 credentials and bringing 10 years of industry experience. His prior work includes seven years at TD Ameritrade and one year at Raytheon. Outside of his advisory role, he is an owner of The Body Wax Group LLC, serves as a community expert for Aephia Industries, and is a board member for the nonprofit Aspire. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jonathlyn Agyemang is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.

Andrew Williams is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes multiple roles at Charles Schwab since 2018 and a prior position at TD Ameritrade from 2014 to 2018. 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, offering both non-discretionary and discretionary investment options alongside integrated custody and brokerage services.

Jacob Bandy is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and having two years of industry experience. His background includes roles at Charles Schwab Bank, Northwest ISD, Gold Medal Pools, Richardson ISD, the University of Texas Arlington, and Raising Canes. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Melyssa Cantu Matkovich is a financial advisor with Charles Schwab & Co. She holds the Series 63 and Series 66 designations and has 23 years of industry experience. Prior to joining Charles Schwab in 2022, she worked at TD Ameritrade, Schulz Wealth Ltd, Jimmy Lee, and Waddell & Reed, among others. Charles Schwab & Co. serves a large client base, 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 multi-asset model portfolios with alternative investment opportunities and comprehensive custody and brokerage services.

Zachary Strueby is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 66 and Series 63 designations and possessing 10 years of industry experience. Prior to joining Charles Schwab in 2019, he worked at Fidelity Service Company, Inc. and Fidelity Brokerage Services LLC. 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 associated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment advisory services supported by multi-asset model portfolios, due diligence from Schwab Center for Financial Research, and an operational structure that integrates advisory, brokerage, custody, and cash management services.

Ryan Spinney is a financial advisor at Charles Schwab with 7 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to that, he was employed at All Medical Personnel from 2015 to 2018. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and centralized custody and supervisory services.

Deena Jaafari is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2024, with prior roles at GOECM and Fidelity Investments. 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 solutions supported by multi-asset model portfolios and a centralized operational structure.

Emmanuel Sifuentes is a CFP® professional with six years of industry experience. He is currently with Charles Schwab, where he has been since 2019, including a role at Charles Schwab Bank, SSB starting in 2021. His prior experience includes positions at the University of Texas at Dallas and KEG 1Oneal LLC. 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, combining multi-asset model portfolios, alternative investments, and centralized custody and operational functions.

Yuanyuan Zhao is a financial advisor at Charles Schwab with 20 years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade, Inc. for 19 years before joining Charles Schwab in 2022. 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 relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Payton Carter is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Schwab, Payton worked at Option Kingz LLC for three years. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Robert Rosado is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and with 12 years of industry experience. His prior work includes roles at Ameriprise Financial Services and USAA Investment Management, and he has also worked at Apple Inc. in sales and customer support for Apple products. 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 advisory relationships with periodic recommendations and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with comprehensive custody and brokerage services.

Bryan Hull is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2014. Based in Ft. Worth, TX, he has been with the firm for nine years. J.P. Morgan Securities LLC provides institutional consulting services to 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Amy Oneil is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Green Farm Juicery, Body Alive, and J. Michael Companies. Outside of finance, she has experience in entrepreneurial ventures in the food and wellness sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and holds distinctive registrations and advisory roles within the industry.

William Bowles is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and JC Penney. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its research and alternative investment programs.

Thomas Aarons is a Series 66 licensed financial advisor with 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously spent 19 years at TD Ameritrade and TD Ameritrade Investment Management. 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 combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Juvy Hing is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at Magnit, Northwest Independent School District, Richardson Independent School District, and the University of Texas in Arlington. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing arrangements.

Currim Valliani is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He previously worked at TDAmeritrade Inc. for 18 years before joining Charles Schwab in 2022. Outside of his advisory role, he is a limited partner investor in Fallbrook Partners LP, which involves hotel ownership. 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 SMA offerings and utilizes multi-asset model portfolios supported by Schwab’s research and due diligence on alternative investments.