Edina, MN Minnesota Drive Office

Bernardo Escobedo Diaz is a CFP® professional affiliated with Charles Schwab, based in Edina, MN, with 13 years of industry experience. His prior work includes positions at Merrill, Morgan Stanley, and Wells Fargo Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by centralized operational and custodial infrastructure.

Kenton Ketchum is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney from 2009 to 2023 and LPL Financial LLC in 2023-2024. Kenton’s career spans multiple firms in wealth management and brokerage services. 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 integrates a centralized supervisory and custody framework.

Kayla Dmowski is a Series 66 licensed financial advisor with Charles Schwab in Edina, MN, and has four years of industry experience. Her prior work includes positions at Erus Energy and Tender Paw Pet Grooming. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory wrap fee program. The firm provides both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Joseph Simonett is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for five years before joining Charles Schwab and its affiliated bank in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a comprehensive wealth advisory program that combines non-discretionary investment guidance with access to discretionary separately managed accounts. The firm’s integrated structure and multi-asset model portfolios support its extensive client base with centralized custody and advisory services.

Joel Manfred is a financial advisor with Charles Schwab based in Edina, MN. He holds the Series 66 designation and has one year of industry experience. Before joining Charles Schwab and Charles Schwab Bank in 2023, he worked at Life Time Fitness from 2015 to 2023. 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 and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Jacob Mertens is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Computershare, Wells Fargo, Aerotek, and the Young Men's Christian Association. 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, offering a combination of non-discretionary and discretionary investment solutions supported by centralized operations and comprehensive due diligence.

Keenan Cavanor is a CFP® and holds a Series 66 license, with six years of experience in the financial industry. He currently works at Charles Schwab, where he has been employed since 2017 across various roles, including at Charles Schwab Bank, SSB. His earlier experience includes positions at Indiana University, The Mather Group, and Ferry Capital Management. 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 a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services within a centralized operational structure.

Christopher Nelson is a financial advisor with Charles Schwab in Edina, MN, holding Series 66 and Series 63 licenses and three years of industry experience. He previously worked at JP Morgan Chase Bank and J.P. Morgan Securities in various roles from 2008 through 2026. 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 offers a mix of non-discretionary and discretionary advisory services, supported by multi-asset model portfolios, research, and alternative investment due diligence, leveraging its scale and integrated operational structure.

Ryan Mc Nelis is a financial advisor with Charles Schwab based in Edina, MN, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior work includes roles at TD Ameritrade and Fidelity Brokerage Services. He has been with Charles Schwab since 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts, providing a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s client relationship model features mostly non-discretionary advice alongside access to discretionary separately managed accounts and utilizes multi-asset model portfolios with strategic allocation and alternative investment options.

Orlearnda Hoeun is a financial advisor with Charles Schwab and Co., Inc. based in Edina, MN, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to joining Schwab, Hoeun worked at Bank of America, Merrill, U.S. Bancorp Investments, and Northwestern Mutual among other firms. Outside of advising, Hoeun also works as an Instacart shopper. 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 and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with access to multi-asset model portfolios, alternative investments, and integrated brokerage and custody services.

Cameron Wilson is a CFP® professional based in Edina, MN, with 10 years of experience in the financial services industry. He is currently with Charles Schwab and has prior experience at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory work, Wilson is involved in managing a rental property. Charles Schwab & Co., Inc. serves a large clientele 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 offers both non-discretionary and discretionary investment solutions, combining strategic asset allocation with access to alternative investments and centralized operational support.

Blake Webster is a CFP® and Series 66-licensed financial advisor at Charles Schwab with four years of industry experience. He has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, Fidelity Investments, Justice Finance Co, and Atlet Sports. 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, supported by a multi-asset investment approach and centralized operational structure.

Yevgeniy Drozdov is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2016. He serves as a board member of the Slavic Church Golgotha and is a Business and Finance Committee member of the Minnesota CFA Society. 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 management delivered through multi-asset model portfolios and provides centralized supervisory, custody, and order-routing services.

Rajendra Joshi is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2002 and Charles Schwab Bank since 2005. 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 centralized custody and operational infrastructure.

Andrew Lindell Sr. is a financial advisor with Charles Schwab in Edina, MN, holding CFP®, Series 63, and Series 66 designations and bringing 24 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2006 and previously served in the Bloomington School District from 2009 to 2017. Outside of his advisory role, he manages a property rental in Peoria, AZ. Charles Schwab 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 options, using multi-asset model portfolios and centralized custody and supervisory arrangements.