Brookfield, WI Office

Manohar Khatri is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and Charles Schwab Bank since 2022, following a 12-year tenure 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Heather Terpstra is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird, Inc. for nine years and North Shore Bank for three years. 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 separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ricky Burroughs is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans and implement strategies aimed at simplifying their financial lives. Ricky has experience in wealth management and financial representation, having worked as a Registered Wealth Management Associate at U.S. Bancorp Investments from 2018 to 2023, and as a Financial Representative II at Fidelity Investments from 2016 to 2018. Outside of his professional work, Ricky is interested in family activities, football, golf, softball, and volunteering.

Bridget Lee is a CFP® professional with 15 years of industry experience, currently advising at Charles Schwab in Brookfield, WI. Her prior work includes roles at Baird and RBC Capital Markets. Outside of finance, she owns a home bakery business called Bridget’s Mobile Bakery. Charles Schwab 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 offers both non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and research capabilities.

Kyle Wold is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with TD Ameritrade Inc. and Charles Schwab Bank SSB in addition to his current role at Charles 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 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.

Sarah Knudson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab in Brookfield, WI. She has been with Charles Schwab and Charles Schwab Bank since 2016. 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, supported by multi-asset model portfolios and a distinctive operational structure.

David Dudek is a financial advisor with Charles Schwab in Brookfield, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Dudek serves on the advisory board for the University of Wisconsin-Green Bay Charles Schwab Foundation Center for Financial Wellness, focusing on increasing awareness of personal finance within the university and local community. 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 a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Hunter Riley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and previously at TD Ameritrade. Prior to his financial services career, he was employed at Mattress Firm and attended Stephen F. Austin State University. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Cashton Craig is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining Charles Schwab in 2024, he worked at LPL Financial LLC, Omni Financial LLC, and Wells Fargo Advisors. He serves as treasurer on the board of the Blackhawk Lofts Condominium Association. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Harrison Seidner is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023, as well as Charles Schwab Bank, SSB since 2025. Prior to his financial services career, he spent several years involved with the Fiesta Bowl and in 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. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing functions.

Robert Ciriacks is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Northwestern Mutual Investment Services LLC and Scottrade. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by an integrated structure that includes custody, brokerage, and comprehensive investment research.

Kayla Lukehart is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at TD Ameritrade and Charles Schwab entities since 2016. 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 options, combining multi-asset model portfolios with alternative investment due diligence and centralized custody and order-routing capabilities.

Alexander Doroba is a financial advisor at Charles Schwab with the Series 66 designation and approximately one year of industry experience. His prior roles include positions at WestPoint Financial Group and Avista Wealth Management. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational structures.

Timothy Wallerius is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with Charles Schwab in Brookfield, WI, where he has worked since 2021. His prior experience includes positions at TD Ameritrade and Edward Jones. 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 separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Jason Gomolla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. He has also been affiliated with the University of Wisconsin since 2000. 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, offering multi-asset model portfolios and alternative investments through a centralized and integrated operational structure.