New York City, NY 915 Broadway Office

Mary Brezik is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. She has worked at Charles Schwab Banks SSB and Charles Schwab & Co., Inc since 2022. Her background includes roles at various organizations such as Shamrock Trading Corporation and University of Kansas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its comprehensive Schwab Wealth Advisory program, offering both non-discretionary investment advice and access to discretionary separately managed accounts via affiliated managers. The firm is notable for its large scale and integrated structure, combining advisory, brokerage, custody, and cash-sweep services.

Frank Devito is a financial advisor with Charles Schwab in New York City, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at UBS Financial Services Inc. from 2016 to 2021. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, providing clients with multi-asset model portfolios and access to alternative investments within a large-scale, integrated service structure.

Laura Boschetto is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and previously worked at Arthur J Gallagher and Co and Payton Jewelry. Outside of advising, she is involved in social media marketing related to fashion and beauty, including brand sponsorships. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Emma De Vine is a Series 66-licensed financial advisor at Charles Schwab with two years of industry experience. Her prior employment includes roles at Costco Wholesale Corporation and Nordstrom, Inc. Emma is based in New York City. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized, integrated operational structure.

Annie Bui is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. She has worked with Schwab Wealth Advisory, Inc. since 2026 and has been affiliated with other Schwab entities since 2023. Outside of her advisory role, she is involved as a marketing associate with Art School PDX. 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 with an emphasis on multi-asset model portfolios and integrated custody and brokerage services.

Robert Trimble is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. He is currently with Charles Schwab in New York City, having previously worked at TD Ameritrade for 12 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 offers a combination of non-discretionary advisory models and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Trey Nicosia is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the CFP®, Series 63, and Series 66 designations. Prior to joining Schwab, he worked at UBS Financial Services, Inc. for seven years. 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 discretionary separate managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Joseph Powers is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Victory Capital Advisers for ten years before joining Charles Schwab and Charles Schwab Bank. 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 uses multi-asset model portfolios supported by research from its Center for Financial Research.

Robert Diana is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank, UBS Financial Services, and The Vanguard Group. Charles Schwab & Co., Inc. 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. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by centralized custody and a distinctive operational structure.

Daniel Gil is a financial advisor with Charles Schwab in New York City, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab Bank since 2017 and with Charles Schwab & Co., Inc. since 2016. Outside of his advisory work, he paints and occasionally sells his artwork. 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 and discretionary investment management, financial planning services, and access to multi-asset model portfolios with alternative investment options.

Osvaldo Dominguez is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Fidelity Investments, Charles Schwab Bank, and American Medical Response prior to his current role. Dominguez is based in New York City, NY. 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 guidance and access to discretionary separate managed accounts, supported by multi-asset model portfolios and a structured alternative investments program.

Carter Kelly is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He has worked at Charles Schwab Bank, SSB since 2022 and Charles Schwab & Co., Inc. since 2021. Outside of finance, he has held positions at several golf clubs including Naples National Golf Club and Yahnundasis Golf Club. 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 affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Paul Valdes is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Beacon Pointe Advisors, LLC and Nuveen Securities, LLC. 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 relationships and access to discretionary separately managed accounts, supported by an integrated operational platform.