Plano, TX Dallas Parkway Office

Thomas Miller is a CFA® charterholder with 26 years of experience in the financial industry. He has been with Charles Schwab since 2018, including roles at Charles Schwab Investment Advisory, Inc. and Charles Schwab, and previously worked at Windhaven Investment Management, Inc. and ThomasPartners, Inc. 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 and discretionary investment management services supported by centralized custody and operational infrastructure.

Alexander Day is a financial advisor with Charles Schwab in Plano, TX, holding the Series 66 and Series 63 designations and one year of industry experience. Prior to joining Charles Schwab, he worked at CINCaP Investment Group and Essex Management. 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, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

James Pryor is a financial advisor with Charles Schwab based in Plano, TX. He holds a Series 63 designation and has 38 years of industry experience. Pryor has been with Charles Schwab since 1987 and has worked at Charles Schwab Bank SSB 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 offers a combined model of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investment options.

Jordan Torno is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021. Outside of finance, he has experience operating as a freelance laser technician involving lasers and concert production. 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, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

Jacob Lundy is a CFP® professional with four years of industry experience, currently serving at Charles Schwab in Plano, TX. His prior work includes roles at Charles Schwab Bank, TD Ameritrade, and Renaissance Senior Living. Lundy also has experience working and studying at the University of Texas at Austin. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with centralized custody and order-routing operations.

Preston Bonds is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2014. 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 investment approach supported by centralized custody and order-routing.

Jacob Rubien is a financial advisor with Charles Schwab in Plano, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he held positions at Charles Schwab Bank and Charles Schwab & Co., Inc., with additional work experience across various other industries including education and retail. 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 with integrated brokerage, custody, and financial planning services.

Madison Opitz is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab, they held positions at Trane Technologies and The Grove Kitchen & Gardens. Madison is based in Plano, TX. 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 SMA portfolios and offers a broad range of integrated custody, brokerage, and advisory services.

Miguel Herrera is a financial advisor with Charles Schwab in Plano, TX, holding Series 65 and Series 63 licenses and having six years of industry experience. He previously worked at Horace Mann Investors, Inc. and Mutual of Omaha Investor Services, among other firms. Outside of finance, he has experience in the fitness industry with 9Round Fitness. 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 relationships and access to affiliated discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Matthew Waltmon is a financial advisor with Charles Schwab in Plano, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience, including prior roles at TD Ameritrade 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 offers a mix of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and a centralized operational structure.

Jeremy Herrington is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Herrington is based in Plano, TX. 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 Schwab’s research and alternative investment due diligence.

Taron Jones is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank, SSB since 2026. His prior experience includes an externship with AT&T and several years in full-time 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios supported by centralized operations and research resources.

Christian Rodriguez is a financial advisor with Charles Schwab in Plano, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2014, with additional experience at TD Ameritrade. Outside of his advisory role, Christian serves on the executive committee of the Cotton Bowl Athletic Association as Treasurer and holds board positions with the National Football League Alumni Association, Campaign for Kindness, and the Texas A&M Lettermen's Association. 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 advisory services supported by a large integrated structure serving a broad client base.

Nicholas Coquis is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Intouch Credit Union, Texas State, and Coca Cola Southwest Beverages. 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 in-house research.

Savanna McKenzie is a Financial Consultant at Fidelity Investments, where she collaborates with clients and their families to develop comprehensive financial plans. She focuses on understanding clients' needs, concerns, and preferences to support informed decision-making and progress toward their financial goals. Savanna has been with Fidelity Investments since 2020, progressing through roles including Investment Solutions Representative, Relationship Manager for Portfolio Advisory Services, Planning Consultant, and Investment Consultant before her current position. Prior to joining Fidelity, she worked as a Relationship Manager at TD Ameritrade. Outside of her professional responsibilities, Savanna has personal interests that include camping, fitness, football, parenthood, pets, and traveling.