Lana Mohamed is a financial advisor with Charles Schwab, holding a Series 66 credential and two years of industry experience. Prior to joining Schwab, she worked at Wright and Greenhill and spent several years in full-time education. She 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Chengyu Ma is a financial advisor at Charles Schwab with a Series 66 designation and over seven years of prior experience in investment management roles, including at HFT Investment Management. Chengyu also worked with Beyond International and Western Leadbank FMC before joining Charles Schwab. He owns Lingyun Advisory LLC, a company established to facilitate collaboration during a contracting period but which has had no substantial business activities and is slated for closure. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through a range of advisory and brokerage services, combining non-discretionary client relationships with access to discretionary separately managed accounts and alternative investment options within a large, integrated platform.

Austin Hurley is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials. He has four years of industry experience, including roles at TD Ameritrade and multiple positions within Charles Schwab-affiliated entities since 2023. Prior to his financial career, he worked for the City of Fort Worth and City of Colleyville. 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Thomas Morgan is a CFP®-designated financial advisor with 18 years of industry experience, currently with Charles Schwab in Westlake, TX. His career includes positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory work, he co-owns a residential rental property with his wife, which they rent at cost to friends. 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Scott Mcadams is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at TD Ameritrade and various Charles Schwab entities since 2024. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Erik Banda is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, also maintaining a role at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative analysis, supporting recommendations within an ESG eligibility framework.

Quentin Mc Cart is a CFP® professional affiliated with Charles Schwab, holding Series 66 and Series 63 licenses and bringing four years of industry experience. He has worked at Charles Schwab since 2024 and previously at TD Ameritrade, with additional experience outside finance including pest control services and published writing. Mc Cart has authored two books published via Amazon Direct Publishing. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its integrated, large-scale platform combining brokerage, advisory, custody, and research services.

Noah Woods is a financial advisor at Charles Schwab with a Series 66 designation. He has less than one year of experience in the industry. His background includes roles outside the financial sector and various positions in education and hospitality prior to joining Schwab. 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 both non-discretionary guidance and access to discretionary separately managed accounts, delivering investment advice through multi-asset model portfolios and a centralized operational structure.

James Reilly is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab Bank, SSB since 2023 and Charles Schwab and Co., Inc. since 2022. Prior to joining Schwab, he spent 11 years at 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 management using multi-asset model portfolios and provides custody, brokerage, and cash-sweep services within a large integrated structure.

Rachel Stout is a financial advisor at Charles Schwab with three years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2020. Prior to her current role, she was employed at Ruffalo Noel Levitz and had involvement with Church In Austin. 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 and discretionary investment solutions supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Thien Vo is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab since 2022, following prior roles at TD Ameritrade, AeroTek, and Tax Season Brokers. 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 centralized custody, order-routing, and alternative investment due diligence.

Francisco Santana Ruiz is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes roles at TD Ameritrade and TD Ameritrade Clearing Inc. Outside of finance, he manages Rico Breeze LLC, a company that performs maintenance and emergency repairs on air quality systems. 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 solutions, supported by Schwab’s centralized operations and extensive client base.

Conor Lindblom is a financial advisor at Charles Schwab & Co., Inc. with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade, Inc. 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts.

Adam Moron is a financial advisor with Charles Schwab, holding the Series 66 and Series 63 designations and eight years of industry experience. His work history includes roles at Goldman Sachs, TD Ameritrade, and Charles Schwab. 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 affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Lance Kerr is a financial advisor with Primerica Advisors in Bridgeport, TX, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1993. Outside of his advisory role, he is the owner of LSK Farms, a wedding and events venue. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, maintaining oversight of investment models and fee arrangements.

James Garner is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade Inc. from 2008 to 2022 and operated Garner's Bodacious Broderick from 2009 to 2018. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios supported by in-house research and alternative investment options.

Pamela Natvig is a CFP® professional with 26 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, following an 18-year tenure at Ameriprise Financial Services, Inc. She is based in Fort Worth, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Yingru Wang is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Schwab, Wang worked at TD Ameritrade and has a background that includes roles outside finance, such as working for Air China Cargo. Outside of advisory work, Wang operates an online retail business selling security camera systems. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its 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, offering clients multi-asset model portfolios and centralized custody and order-routing services.

Joseph Prikryl is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Equitable Advisors and Discovery Land Company, alongside periods focused on education and various other positions. 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 a non-discretionary advisory model with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios backed by research and due diligence.

Samantha Rojas is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. She has previously worked at TD Ameritrade and held roles outside finance at Best Buy and in education at the University of Texas at Arlington and Duncanville High School. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by comprehensive research and alternative investment options.