Imran Uddin is a CFP® professional with 10 years of industry experience, currently serving at Charles Schwab. His work history includes multiple roles at Charles Schwab and a brief tenure at Fisher Investments. Outside of his advisory role, he owns Uddin Capital LLC, an entity involved in holding real estate properties. 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 guidance and access to discretionary separately managed accounts, supported by centralized custody and operational resources.

James Vermillion II is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2018, following a one-year tenure at TD Ameritrade. Prior to his financial services career, he held positions at The Home Depot and Western Governors University. 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 SMA portfolios and offers a broad range of investment guidance supported by centralized custody and operational infrastructure.

Adrian Doss is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at TD Ameritrade from 2010 to 2022 before joining Charles Schwab in 2022. Outside of advisory work, he is a 50% partner in Copper Kettle Group LLC, a restaurant business where he oversees operations and strategic planning. 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 a combination of non-discretionary advisory guidance and access to affiliated discretionary managed accounts, supported by a centralized operational and supervisory structure.

Trevor Svehlak is a financial advisor with Charles Schwab who holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Charles Schwab, he held various positions in education and customer service. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by a multi-asset portfolio approach and robust alternative investment options.

Amit Chawla is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Primerica Advisors since 2007 and has a longer tenure with Primerica Financial Services dating back to 2002. Outside of his advisory role, he is involved in business consulting as a director and owner of NXT GEN Associates Inc. Primerica Advisors operates a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based strategies created by unaffiliated asset managers, supported by institutional custodians and overlay managers.

Garrett Garza is a financial advisor at Charles Schwab with 11 years of industry experience. He has held his current position at Charles Schwab since 2014 and 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a centralized operational structure supporting its large client base.

Melodie Smith is a CFP® professional with eight years of experience in financial advising. She currently works at Charles Schwab in Westlake, TX, where she has been since 2020. Prior to Schwab, she held roles at Securities America Advisors Inc., LPL Financial, Jal Dennis Group, and Consilium Wealth Advisory. Charles Schwab 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 provides a combination of non-discretionary advisory and discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Sean Valadez is a CFP®, CFA®, and Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Charles Schwab in Westlake, TX, where he has worked since 2021. Prior to Schwab, he held positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. 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 guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Scott Blattner is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward D. Jones & Co., L.P. since 1998. Edward Jones is a wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Seil is a financial advisor with Charles Schwab and Co., Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at TD Ameritrade Institutional for 11 years. Outside of his advisory role, he serves as an adjunct professor of advanced data analytics at the University of North Texas and is a board member of Hope Cottage Pregnancy & Adoption Center. 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 guidance using multi-asset model portfolios and centralized operational infrastructure.

Nathan Mccray is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior experience at Froggie 5-0 and Texas Christian University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and employs advanced methodologies including AI in its investment process.

Kenneth Thorndyke is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and six years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2020 and was previously with Fidelity Brokerage Services, LLC from 2019 to 2020. 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 and offers multi-asset model portfolios with strategic asset allocations and periodic reviews.

Dianne Borgeson is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior work includes positions at Coffey & Singletary LLC, Positive Proof Inc, eTekhnos, SSR Lettermans, and Young Living. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary advisory services alongside access to affiliated discretionary separately managed accounts and alternative investment options. The firm combines a large-scale, integrated operational structure with centralized custody and order-routing services.

Laura Valliani is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Charles Schwab since 2017, following nine 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Nicholas Bertram is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 13 years of industry experience. He worked at TDAmeritrade from 2012 to 2023 before joining Charles Schwab. 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 options supported by a multi-asset model portfolio approach and centralized operational infrastructure.

John Chapman is a CFP® professional with 31 years of experience in the financial services industry. He has been with Edward D. Jones & Co., L.P. since 1994, based in Ft Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Nicholas Rainone is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2018. Prior to his financial services career, he worked at Barnes and Noble Booksellers from 2014 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 offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Xinran Liu is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at DriveWealth, 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’s investment approach combines non-discretionary guidance with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Shea Southers is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Charles Schwab in 2021, Shea held roles at Covenant Christian Academy, Mutual of Omaha, and Abilene Christian 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment program.

Kent Walker is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at TD Ameritrade and The Prudential Insurance Company of America. Walker is based in Westlake, TX. Charles Schwab & Co. 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 features integrated advisory, brokerage, and custody services delivered through a large-scale, centralized platform.