Atlanta, GA Peachtree Road Office

Ana Ventura Trejo is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. Her prior work includes roles at Mohawk Industries and various positions related to healthcare and education. 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 client relationships with access to discretionary separately managed accounts and a comprehensive alternative investment program.

Matthew Wilson is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Charles Schwab since 2018 and previously spent one year at Capstone Financial. 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 separately managed accounts and operates a multi-asset model portfolio approach supported by centralized custody and order-routing arrangements.

Daniel Alexander is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He currently works at Charles Schwab in Atlanta, GA, where he has been since 2017. Prior to that, he spent nine years at 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 advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Chirag Shah is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade. Outside of his advisory work, he is a partner in several rental property businesses. 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, as well as comprehensive brokerage and custodial services.

Mark Anheier is a financial advisor at Charles Schwab with 26 years of industry experience. He has held roles at Charles Schwab since 1998 and Charles Schwab Bank since 2005. Outside of his advisory work, he also works as a server at Chili's in Dallas, Texas. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized operational structure that supports a high client coverage per advisor.

Sebastian O'Neal is a financial advisor at Charles Schwab with 31 years of industry experience. He has worked at Charles Schwab since 1996 and has been with Charles Schwab Bank since 2005. He holds Series 63 and Series 65 licenses. 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 a centralized operational structure.

John Weaver is a Series 66-registered financial advisor at Charles Schwab with five years of industry experience. He has worked at several firms, including UBS Financial Services and American Financial Advisors, before joining Schwab. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Christopher Metzger is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2016. Based in Atlanta, GA, Metzger works within one of the largest firms in the industry. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and provides integrated advisory, brokerage, custody, and cash-sweep services.

William Clanton is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. 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 multi-asset model portfolios with strategic asset allocation, supported by centralized supervisory, custody, and order-routing arrangements.

Joanne Bryant is a financial advisor at Charles Schwab with 25 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank since 2005 and Charles Schwab & Co., Inc. since 2002. 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 utilizes a client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational systems.

Sana Lakhani is a financial advisor at Charles Schwab with 9 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2016. Prior to that, she was self-employed as a tutor for two years. 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 utilizes multi-asset model portfolios and centralized operational support.

Devin Orr is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Charles Schwab in 2025, he worked at JPMorgan for three years and E*TRADE by Morgan Stanley for two years. 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 due diligence from Schwab’s Center for Financial Research.

Robert Robinson is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, J.P. Morgan, and E*TRADE. Charles Schwab & Co., Inc. serves a large client base primarily made up 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 mix of non-discretionary and discretionary investment solutions, employing multi-asset model portfolios and centralized operational structures.

Tyler Sanders is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2024, following six years at Hantz Financial Services. 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 investment approach with centralized custodian and supervisory services.