Bart Jusinski is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2007, progressing through roles including Vice President Executive Planning Consultant, Vice President Regional Planning Consultant, Financial Consultant, Investment Representative, Fixed Income Representative, Investment Services Representative, and Financial Service Representative. Prior to joining Fidelity, Bart worked at Wells Fargo Bank as a Personal Banker and Business Banking Specialist. Bart holds insurance licenses in Arkansas and California. His approach to client service emphasizes understanding clients' goals and prioritizing their needs through a thorough and honest process. Outside of his professional life, Bart values his family and church, sharing a 21-year marriage with his wife and raising two daughters. He enjoys traveling, camping, theater, golf, beach activities, and spending time with family.

John Bergeron is a financial advisor at Charles Schwab in Westlake, TX, holding Series 65 and Series 63 licenses with seven years of industry experience. His prior roles include positions at TD Ameritrade and Northwestern Mutual, as well as a three-year tenure at BBRG/Brio Tuscan Grille. 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 client guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Caleb Conrad is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, he worked in education for nine years and has experience in entrepreneurial and apparel-related ventures. 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 centralized operational structure and a multi-asset investment approach.

Joseph Calvo is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and affiliated entities since 2017, with prior experience at Fidelity Brokerage Services LLC. Outside of his advisory role, he provides delivery services for DoorDash. 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 along with brokerage and custody services. Schwab’s integrated structure supports multi-asset model portfolios and alternative investment programs through centralized supervision and operational scale.

Ogert Kraja is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Charles Schwab since 2018 and previously at TD Ameritrade and Farmers Financial Solutions. Outside of his advisory role, he is co-owner of Illyrian Importers, LLC, a wholesale trade business specializing in importing wines from Eastern Europe. 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 management with multi-asset model portfolios and access to alternative investments.

Dominic Anderson is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2015. 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and due diligence.

Rhea Jizette Moss is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Charles Schwab since 2020 and previously at TD Ameritrade, with earlier roles outside the financial sector. Moss is a consultant for Accelerate Learning Inc., an educational provider, and a co-owner of a party equipment rental company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services, combining non-discretionary advice with access to discretionary separately managed accounts and a range of integrated investment and custody solutions.

Riley Blankman is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including TD Ameritrade and American National Bank. 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Michael Brown is a financial advisor at Charles Schwab with nine years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. His prior experience includes roles at USAA financial planning services and investment management companies. 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 discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Sarah Walkinshaw is a CFP® professional with 10 years of industry experience, currently serving at Charles Schwab. Her prior roles include positions at Schwab Wealth Advisory Inc., Royal Alliance Associates, Retirement Plan Management, Sii, and State Farm. Outside of her advisory work, she is involved in community organizations, serving as Teacher Appreciation Chair for the Roanoke Elementary School PTA and Cubmaster for Scouting America Cub Scout Pack. 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 advisory services, utilizing multi-asset model portfolios and centralized operational support.

Andrew Robinson is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at TD Ameritrade and the House of Representatives. 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 models with access to discretionary separately managed accounts and a structured due diligence process for alternative investments.

Ryan Cleaveland is a financial advisor with Charles Schwab possessing 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Fidelity Investments, TD Ameritrade, and ADP. He has been with Charles Schwab and Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its scale, integrated operational structure, and multi-asset model portfolio investment approach.

Robin Roden is a CFP® professional with 21 years of experience in the financial services industry. She is currently with Charles Schwab and has worked previously at TD Ameritrade, Avantax, HD Vest, and TIAA-CREF. 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 a formal alternative investment onboarding and placement process.

Bleshia Norman is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and having 11 years of industry experience. She has worked at Charles Schwab since 2020 and previously at TD Ameritrade from 2014 to 2020. Outside of her advisory role, she has worked as an Amazon Prime delivery driver during peak holiday periods. Charles Schwab serves a large client base primarily consisting 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 both non-discretionary and discretionary investment options supported by centralized custody and a distinctive operational structure.

Kimberly Davis is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities, Cole-Laborate, and TD Ameritrade investment and financial services firms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services within an integrated platform.

Justin Kitchens is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior roles include positions at TD Ameritrade, NYlife Securities LLC, and New York Life Insurance Company. 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, combining multi-asset model portfolios with centralized custody and order-routing services.

Jenna Sustaita is a financial advisor at Charles Schwab with 18 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked with Schwab Retirement Plan Services, Inc. and Charles Schwab since 2016. 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, leveraging multi-asset model portfolios and a centralized operational structure.

David Corkum is a CFP® professional with 17 years of industry experience. He is currently with Charles Schwab in Westlake, TX, where he has worked since 2021. Prior to this, he was with TD Ameritrade, Inc. from 2015 to 2021. 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 using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Omar Benmansour is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Charles Schwab since 2018 and previously spent seven years at Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base 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, supported by multi-asset model portfolios and due diligence on alternative investments.

Travis Beaver is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Schwab in 2024, he worked at TD Ameritrade from 2020 to 2024. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with alternative investment opportunities and centralized operational support.