Eugene, OR Oak Street Office

Daniel Gustafson is a financial advisor at Charles Schwab in Eugene, Oregon, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Charles Schwab Bank, RGA Service Inc, and the Yamhill County Sheriff Office. 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 a range of multi-asset model portfolios and alternative investment options.

Joseph Clifton is a financial advisor with Charles Schwab in Eugene, OR, holding a Series 66 designation and six years of industry experience. His career includes multiple roles at Charles Schwab and Charles Schwab Bank since 2016, as well as a position at Fidelity Investments in 2022. Outside of finance, he works as a case manager for Rise Corp, providing client support through group sessions, individual meetings, and coordination with professionals involved in client care. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary investment guidance and access to affiliated discretionary portfolios, supported by a large integrated platform with centralized custody and supervisory services.

Wesley Bauer is a financial advisor with Charles Schwab in Eugene, Oregon, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Prior to that, he worked at Vacation Races Inc for three 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by proprietary research and centralized operational infrastructure.

Eric Olsen is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab, TD Ameritrade, and Scottrade. Outside of advising, he serves as treasurer for a homeowners' association in Oregon, helping to balance budgets and monitor finances. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operations.

Ethan Cabading is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022, with prior roles at U.S. Bank, Lexington Law Firm, and several other organizations. 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, order routing, and alternative investment due diligence.

Lily Denny is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Rocket Mortgage. 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, offering both non-discretionary and discretionary investment options supported by extensive research and centralized operational infrastructure.

Agrume Hamilton is a financial advisor with Charles Schwab in Eugene, OR, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Schwab, Hamilton worked at Bank of America and Merrill. Outside of finance, Hamilton is a general partner and managing member of Yo Bro Brewery and also independently uploads music to the platform TrakTrain. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through wealth advisory, managed accounts, and financial planning services. The firm offers a combination of non-discretionary and discretionary portfolio management supported by multi-asset models and centralized operations.

Morgan Ahrens is a financial advisor at Charles Schwab with 10 years of industry experience. He has previously worked at Morgan Stanley, E*TRADE, Fidelity, Bank of America, and Merrill. His credentials include Series 63 and Series 66 licenses. Charles Schwab serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Dennis Johnson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. He is based in Eugene, Oregon. 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 alongside a centralized operational structure.