La Jolla, CA Fay Ave Office

Douglas Robinson is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Nanocellect Biomedical Inc and the Institute of Risk and Safety Analyses. 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 client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside centralized custody and order-routing arrangements.

Jack Conway is a financial advisor at Charles Schwab in La Jolla, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he held roles outside the financial industry, including positions at Alex Madonna Gold Rush Steakhouse and Bobby Valentine's Sports Academy. 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 mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational resources.

Mark Yackey is a financial advisor with Charles Schwab, holding a Series 66 designation and over 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2015 and 2016, respectively. He is based in La Jolla, CA. 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 client relationship model that combines non-discretionary advisory guidance with access to discretionary separately managed accounts, supported by centralized supervisory, custody, and order-routing systems.

Karlee Johnson is a financial advisor with Charles Schwab in La Jolla, CA, holding a Series 63 designation and 29 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2003 and at Charles Schwab Bank, SSB since 2005, with prior experience at Morgan Stanley DW Inc. from 1998 to 2003. 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. Schwab offers both non-discretionary and discretionary investment options, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Mark Huhn is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has worked at Charles Schwab since 2001 and Charles Schwab Bank since 2005. Outside of his advisory role, he is involved in rental property ownership, which is primarily managed by his wife. Charles Schwab serves a large client base of 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 program.

William Gaston is a financial advisor with Charles Schwab in La Jolla, CA, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has worked at Charles Schwab since 2011 and at Charles Schwab Bank since 2014. Outside of his advisory role, he is an owner of rental property. 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 multi-asset, model portfolio investment approach supported by Schwab Center for Financial Research.

Estela Maria Carvalho Almeida is a financial advisor with Charles Schwab who holds a Series 66 designation. She has been in the industry since 2025 and previously worked at San Diego County Credit Union and Uber Eats. Based in La Jolla, CA, Almeida has experience in diverse fields including financial services and customer-focused 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Colton Chapin is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Charles Schwab Bank and Schwab & Co., as well as varied positions outside finance. In addition to his advisory work, he is involved in rehabilitating retired racehorses to help find them new homes. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Samson Ewing is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles in marketing, insurance brokerage, and education. 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 advisory models and access to discretionary separately managed accounts, employing a multi-asset investment approach supported by research from Schwab Center for Financial Research.

Kasey Shen is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, Shen worked at AuguStar Financial and held various other roles, including experience outside the financial sector. 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 via its integrated and large-scale platform.

Andre Freed is a CFP® professional with six years of industry experience, currently advising at Charles Schwab. His work history includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as prior positions at Starbucks and Nordstrom. 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 affiliated discretionary SMAs and offers a multi-asset model portfolio approach supported by centralized operational and custody services.