Cincinnati, OH Kenwood Road Office

Afetsi Aidam is a financial advisor with Charles Schwab in Cincinnati, OH, holding a Series 63 designation and possessing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Tyler Hardtke is a CFP® with nine years of industry experience. He is currently with Charles Schwab, where he has worked since 2021, and previously was with Fidelity Investments from 2017 to 2021. Outside of his advisory roles, he has experience with Beat the Streets-Cleveland and ran a business called Thirsty Parrot from 2015 to 2017. 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. Schwab operates a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Christopher Wood is a CFP® professional with 14 years of industry experience. He is currently with Charles Schwab in Cincinnati, OH, where he has worked since 2022. Prior to Schwab, he spent over a decade at Fidelity in various advisory and brokerage roles. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive alternative investments platform.

David Mestemaker is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following an eight-year tenure at TD Ameritrade Investment Management and ten years at TD Ameritrade, Inc. He is based in Cincinnati, Ohio. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions combined with brokerage, custody, and cash-sweep services. The firm’s large scale and integrated operational structure provide clients access to multi-asset model portfolios, alternative investment due diligence, and centrally managed client support.

Leonard Neeley is a financial advisor at Charles Schwab in Cincinnati, OH, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Empower Financial Services, TD Ameritrade, Fidelity, Merrill, and Bank of America. 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 with an integrated structure that includes brokerage, custody, and cash-sweep services.

Jeffrey Layne is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Charles Schwab since 2002 and was involved with Aerials Athletics LLC for 15 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment placement process.

Daniel Clark is a CFP® professional with seven years of industry experience. He is currently affiliated with Charles Schwab in Cincinnati, OH. His prior experience includes roles at Fidelity Investments and Fidelity Brokerage Services LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary advisory services alongside access to discretionary separately managed accounts and multi-asset model portfolios. The firm is notable for its scale, integrated operational structure, and combination of advisory and brokerage services.

Austin Sheehan is a financial advisor with Charles Schwab in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Fidelity Investments, Coca-Cola Consolidated, and the University of Kentucky. Sheehan has worked at Charles Schwab and its affiliated bank since 2021. 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 investment recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated operational structure, and a broad range of advisory and custody services.

William Ciolino is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2024, with prior experience at TD Ameritrade and Fifth Third Bank, as well as roles at DePaul University and The National Exemplar. 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investments within a large, integrated operational structure.

David Fakes is a CFP® practitioner with 11 years of industry experience, currently affiliated with Charles Schwab in Cincinnati, OH. Prior to joining Charles Schwab in 2025, he held various roles at Fidelity Investments from 2015 to 2025. 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 process.

Amanda Perkins is a CFP® with 16 years of industry experience, currently serving at Charles Schwab in Cincinnati, OH. She has been with Charles Schwab & Co., Inc. since 2009 and Charles Schwab Bank since 2014. Outside of financial advising, she is involved in retail sales of beauty and wellness products and participates in in-home nail fashion sales. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering managed-account and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides integrated brokerage, custody, and alternative investment services.

Kyle Sweeney is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Fidelity Investments, Citi, Bank of America, and Charles Schwab Bank. He has also worked in athletic training and sports facility roles before entering the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach.

Keith Carpenter is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity and TIAA-CREF before joining Charles Schwab in 2025. Prior to his financial career, he was employed at Ourback Steak House for five years. 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

David Wolf is a CFP®-designated financial advisor with 10 years of industry experience, currently serving at Charles Schwab. His prior experience includes roles at Fidelity Brokerage Services, LLC. Wolf holds Series 63 and Series 66 licenses. 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 offers multi-asset model portfolios supported by proprietary research.

Michael Redelman is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Charles Schwab since 2006 and Charles Schwab Bank, SSB since 2014. 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, using multi-asset model portfolios and centralized operational oversight.