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Arianna Meehan is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior work includes roles at Webster Investments and Federici Brands LLC, in addition to several periods of full-time education. 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 both non-discretionary and discretionary investment options with centralized custody and operational support.

Novaughn Miller is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Wells Fargo, JP Morgan Securities, and PNC Bank. Outside of his advisory work, he organizes and conducts cosmic observations through a sole proprietorship. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment guidance.

Jose Padilla is a financial advisor with Charles Schwab in New York City, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and a teaching role at SUNY College of Technology at Farmingdale. Charles Schwab & Co., Inc. serves a broad 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 and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Alfred Avazis is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab in various capacities since 2011. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Adam Warda is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, and New York Life. 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 affiliated discretionary separately managed accounts and provides integrated custody, brokerage, and advisory services.

Ayorinde David is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes positions at Bank of America, Merrill, Anheuser Busch, Progressive, and The Prudential Insurance Company of America. 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 a combination of non-discretionary and discretionary investment options, supported by centralized custody and integrated operational infrastructure.

Mark Martiak is a financial advisor at Charles Schwab with 22 years of industry experience. He holds a Series 66 credential and has worked previously at LPL Enterprise, The Prudential Insurance Company of America, A.G.P. / Alliance Global Partners, and Premier Wealth Advisors, among others. In addition to his advisory work, he contributes macro financial market commentary as an author for Vegas Legal Magazine. 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 blend of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Christopher Lala is a financial advisor with Charles Schwab & Co., Inc. in New York City. He holds a Series 66 designation and has 13 years of industry experience, including 11 years at UBS Financial Services. Lala joined Charles Schwab in 2026. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary financial planning and access to discretionary separately managed accounts. The firm combines integrated brokerage, custody, and advisory services with multi-asset model portfolios and a centralized operational structure.

Jonathan Geiger is a financial advisor at Charles Schwab with 30 years of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank since 2010. He holds Series 63 and Series 65 licenses. 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 range of multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Maurizio Debellis is a financial advisor with Charles Schwab in New York City, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His career includes positions at Charles Schwab Bank, TD Ameritrade, MBSC Securities, and Scottrade. 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’s model combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset portfolios, alternative investments, and integrated brokerage and custody services.

Tyler Josephs is a financial advisor at Charles Schwab with seven years of industry experience. He holds the Series 63 and Series 66 registrations. His work history includes multiple roles at Charles Schwab and related entities, as well as positions at TD Ameritrade and Better Mortgage. Outside of his advisory work, he has participated in an interview regarding his relationship with his fiancée and their meeting on the Hinge dating application. 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 non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s scale and integrated structure support centralized custody and supervisory services alongside multi-asset model portfolios and alternative investment options.