Johnathan Morales is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Charles Schwab in 2023, his work history includes service in the United States Navy and roles in various local organizations. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized operational infrastructure.

Michele Thompson is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at TD Ameritrade, Inc. from 2015 to 2022 before joining Charles Schwab in 2022. She receives residual compensation from insurance referrals through outside insurance activities. 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 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 supported by research and a distinctive integrated operational structure.

Dylan Herzog is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, and TD Ameritrade. Outside of his advisory work, Herzog is a part owner of Trusted Sellers LLC, an e-commerce business that resells retail products on Amazon. 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 supported by research from the Schwab Center for Financial Research.

Tanner Thornberry is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 credentials and has one year of industry experience. His background includes roles outside finance, such as positions at Cinemark and Pine Cove, as well as time spent in education and involvement with Pi Beta Phi. 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 models with access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jonathan Nix is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade, Inc. for 10 years 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 related 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 along with alternative investment opportunities.