El Paso, TX Northwestern Drive Office

Amber Rosenthal is a financial advisor with Charles Schwab in El Paso, TX, holding Series 63 and Series 65 licenses and with six years of industry experience. Her prior work experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Connects Federal Credit Union. She has also been affiliated with Saint Leo University for over a decade. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Alyssa Najar is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various capacities within Charles Schwab entities since 2022, as well as roles at Temple College, MWA Financial Services, and Modern Woodmen 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 brokerage, custody, and advisory services. The firm employs a mostly non-discretionary client relationship model alongside access to discretionary separately managed accounts and utilizes multi-asset model portfolios with strategic asset allocation.

Andrew Cutler is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has eight years of industry experience. He has worked at various Charles Schwab entities since 2016. Outside of his advisory work, he also instructs yoga and fitness classes as an independent contractor. 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 provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, leveraging its large scale and integrated structure.

Priscilla Hernandez is a financial advisor at Charles Schwab with seven years of industry experience. Her background includes roles at The Vanguard Group, Robinhood Markets, and Colonial Life. She holds Series 63 and Series 66 credentials. 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, leveraging multi-asset model portfolios and a centralized operational structure.

Sandra Orozco is a financial advisor at Charles Schwab with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley before joining Schwab in 2017. Outside of her advisory role, she has worked seasonally as a driver helper assisting with package deliveries in El Paso, TX. 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 discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Eli Merriman is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2020. Prior to that, he was employed at TD Ameritrade and Scottrade. Outside of his advisory role, Merriman occasionally sells used items at local flea markets. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and brokerage services.

Cynthia Cardoza 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 Wells Fargo Clearing and Wells Fargo Bank, N.A. Her current practice is based in El Paso, Texas. Charles Schwab & Co., Inc. serves a large client base mainly 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 combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and access to alternative investments, supported by a centralized operational structure.

Eli Cabral is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Charles Schwab entities since 2022, following prior experience at Wells Fargo from 2014 to 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment solutions through an integrated, multi-asset approach.