Oak Brook, IL W. 22nd Street Office

Conor Nelson is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at DWS Distributors, Inc., Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. 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. Schwab offers a combined model of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset portfolios and due diligence on alternative investments.

Ayodeji Ogundiya is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank and Charles Schwab since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 separately managed accounts and offers a multi-asset model portfolio approach supported by its Center for Financial Research.

Artemio Herrera Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, with prior experience at Morgan Stanley and the State of Illinois. Outside of advisory work, he is a landlord to a rental property in Chicago. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies, utilizing multi-asset model portfolios and a formal alternative investment process.

Carson Beebe is a Series 66-licensed financial advisor at Charles Schwab with 10 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2015. Outside of his advisory role, he coaches youth wrestling through Beebe Trained Wrestling. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions.

Nicholas Knapek is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE, Bank of America, and Merrill. 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 multi-asset model portfolios supported by centralized supervisory, custody, and order-routing arrangements.

Steven Taylor is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Charles Schwab, having joined in 2026, following prior roles at Morgan Stanley, E*TRADE Securities LLC, and Edward Jones. Outside of his advisory work, he owns and operates CreativeFoundry LLC, a retail and online store based in Carpentersville, Illinois. 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-based investment approach supported by centralized custody and operational systems.

Kyle Klepsch is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2016. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Tiger Stidnick is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. His career includes roles at Charles Schwab Bank, SSB, GoDaddy.com, LLC, and the Arizona Game & Fish Department. 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 related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized custody and operational support with multi-asset model portfolios and alternative investment opportunities.

Obiora Tagbo is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, preceded by roles at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2019. Outside of his advisory work, he co-owns a residential rental property with his wife. Charles Schwab 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 combines non-discretionary and discretionary advisory offerings, multi-asset model portfolios, and alternative investment options supported by centralized operational and supervisory infrastructure.

Kevin Anderson is a financial advisor at Charles Schwab with 22 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab since 1999 and Charles Schwab Bank since 2007. Outside of his advisory role, he is involved with a local church finance committee and operates a small catering business. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment strategies supported by centralized operational and custody infrastructure.

Daniel Paliga is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Rapid Business Plans and in the education sector. Outside of finance, his background includes roles in small businesses such as Doughnut Co. and Buenas Nachos. 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 provides both non-discretionary investment guidance and access to discretionary separately managed accounts, combining centralized custody and brokerage services with a multi-asset investment approach.

Connor Quinlan is a Series 66-licensed financial advisor with Charles Schwab, based in Oak Brook, IL, and has eight years of industry experience. He has been with Charles Schwab Bank and Charles Schwab since 2017 and 2018, respectively. Prior to joining Schwab, he worked at Marcus & Millichap. 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 a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and providing integrated brokerage, custody, and advisory services.

David Kelly is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Bank of America, and Merrill. 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 centralized operational infrastructure.

Michele Davis is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2019, following five years at DWS Investments Distributors, Inc. Outside of her advisory work, Michele owns a rental property listed through VRBO. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and maintains a centralized operational structure supporting advisory, brokerage, and custody services.

Hogan Marshall is a CFP®-designated financial advisor with Charles Schwab, based in Oak Brook, IL, and has four years of industry experience. His work history includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021, as well as prior positions at Brooksource, Kingland Systems, Young Henrys, Health Partners, and Iowa State University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advice with access to discretionary separately managed accounts and a broad range of integrated brokerage, custody, and advisory services.