Plano, TX Dallas Parkway Office

Thomas Miller is a CFA® charterholder with 26 years of industry experience, currently affiliated with Charles Schwab in Plano, TX. His work history includes multiple roles at Charles Schwab entities since 2006 and a period at Windhaven Investment Management, Inc., as well as operating ThomasPartners, Inc. from 2013 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated 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 Schwab Center for Financial Research due diligence and a formal alternative-investment onboarding process.

Alexander Day is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at CINCaP Investment Group and Essex Management. 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, delivering multi-asset model portfolio guidance supported by centralized custody and operational infrastructure.

James Pryor is a financial advisor at Charles Schwab with 39 years of industry experience. He has been with Charles Schwab since 1987 and with Charles Schwab Bank since 2005. He holds a Series 63 designation and 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 discretionary separately managed accounts and offers multi-asset model portfolio investment guidance supported by centralized custody and order routing.

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®-certified financial advisor with Charles Schwab in Plano, TX, bringing four years of industry experience. His background includes roles at Charles Schwab Bank, TD Ameritrade, and experience in education and retail sectors. 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, offering both non-discretionary advisory guidance and access to discretionary separately managed accounts.

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 CFP® professional with seven years of industry experience, currently affiliated with Charles Schwab in Plano, TX. His background includes roles at Horace Mann Investors and Horace Mann Companies, along with experience outside finance at 9Round Fitness. 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 and a centralized 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 with Charles Schwab holding Series 66 and Series 63 credentials and 12 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, totaling 12 years before joining Charles Schwab in 2025. 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 offers a multi-asset model portfolio investment approach supported by in-house 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.