Franklin, TN Office

Dennis Pompa Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Charles Schwab since 1995 and served with the Battle of Franklin Trust from 2011 to 2024. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through Schwab Wealth Advisory and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Sean Huelskamp is a CFP® and Series 66–licensed financial advisor with seven years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, following prior roles at TD Ameritrade and Mass Mutual. 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Patrick Dezenzio is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he was associated with Florida Financial Advisors and has experience in other business activities including Rocky Heights Print & Binding and The Peach Cobbler Factory. 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 a non-discretionary client model with access to affiliated discretionary SMA portfolios, supported by centralized custody and extensive operational infrastructure.

James Mc Lean III is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. Located in Franklin, TN, his work focuses within this large institutional firm. 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 solutions supported by extensive research and an integrated operational structure.

Gregory Ericson is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since the early 1990s. Charles Schwab & Co., Inc. serves 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, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Jon Mc Knight is a financial advisor at Charles Schwab with 24 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank SSB since 2004 and 2005, respectively. 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 solutions delivered via multi-asset model portfolios, combining integrated custody, brokerage, and advisory services for a large client base.

Anna Turner is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade. Charles Schwab & Co., Inc. serves a large client base of 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 supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Marisa Downs is a financial advisor at Charles Schwab with seven years of industry experience and holds a Series 66 designation. She has worked at Charles Schwab and related entities since 2019, with prior experience in various roles including government positions and the fitness industry. Outside of her advisory role, she contributes as a tone editor for a beard care startup, HONOR Brand, on a project basis. 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 offers a combination of non-discretionary advisory services and access to affiliated discretionary SMA portfolios, supported by a centralized operational structure and a comprehensive approach to alternative investments.

Gerald Newell is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Charles Schwab since 2002 and at 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing services.

Zachary Bologeorges is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank, SSB since 2013 and 2015 respectively. 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 guidance using multi-asset model portfolios, supported by a centralized operational structure and access to alternative investments.

Brian Edkin is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Charles Schwab since 1999 and was previously with TD Ameritrade for one year. Based in Franklin, TN, he has spent the majority of his career with 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 separate managed accounts and maintains a large, integrated structure supporting a broad client base.

Rachel Schultz is a CFP®-designated financial advisor at Charles Schwab with six years of industry experience. She has held roles at Charles Schwab Bank, Schwab, and CORE Finance, among others. Outside of her advisory career, she has experience with Butler University Tableware Everywhere. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and access to alternative investments.

Tessa Dueker is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Charles Schwab Bank, Charles Schwab, Fidelity Investments, and TDAmeritrade. 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, supported by centralized custody and operational infrastructure.

Iris Brashear is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Charles Schwab Bank SSB, AutoZone Corporate Headquarters, and Rocky Top Nutrition, as well as several years in full-time education. 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’s model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive range of integrated investment and custody services.

Nicole West is a Certified Financial Planner (CFP®) based in Franklin, Tennessee, affiliated with Charles Schwab. She has nine years of industry experience, including roles at Charles Schwab Bank, First Horizon, and JPMorgan. West has held her current position at Charles Schwab since 2018. 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, using multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.