Reno, NV Kietzke Lane Office

Scott Avila is a financial advisor with Charles Schwab based in Reno, NV, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Madison Avenue Securities, and Anders & Anders Financial Group. 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 advisory, brokerage, custody, and cash-sweep services. The firm’s model integrates non-discretionary advice with access to discretionary separately managed accounts and utilizes multi-asset portfolios and due diligence on alternative investments.

John Cavanaugh III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and alternative investment options.

Samuel Davis is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Fidelity Investments, J.P. Morgan Securities LLC, and Wells Fargo NA. His prior roles include both brokerage and banking positions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering integrated advisory, brokerage, custody, and financial planning services. Schwab combines non-discretionary advice with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios and alternative investments in its investment approach.

Conan Porter is a CFP® professional with 37 years of industry experience, currently serving at Charles Schwab & Co., Inc. since 2021. His previous roles include positions at Waypoint Direct Investments, LLC, JCC Advisors LLC, Phoenix American Hospitality, FDX Capital LLC, and Northstar Realty Securities. 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 multi-asset model portfolios supported by the Schwab Center for Financial Research.

Chase Carver is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2021. Outside of his advisory role, Chase coaches an Olympic lifting class at a local CrossFit gym. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 solutions, supported by a large integrated structure with centralized custody, order routing, and alternative investment processes.

David Libler is a financial advisor with Charles Schwab in Reno, NV, holding a Series 63 license and over 33 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 1992 and 2005, respectively. Libler also serves as a board member for Eye Surgeons International, a nonprofit focused on medical devices and supplies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary and discretionary investment options with a multi-asset model portfolio approach supported by in-house research and alternative investment solutions.

Robert Kirk is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 1993 and 2005 respectively, and he also owns a management consulting firm, Kirk Consultants. Charles Schwab 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 with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Shameen Solomon is a financial advisor with Charles Schwab in Reno, NV, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Charles Schwab in 2023, Solomon worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2010 to 2021. 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 guidance using multi-asset model portfolios, with centralized supervisory and custody arrangements supporting its large client base.

Michelle Bartel is a financial advisor at Charles Schwab with 24 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab and its affiliated bank since 2005. Bartel has served on the John Muir Health Advisory Council and is a board member of Eco Thrive Initiatives, a nonprofit charitable organization. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services within a large, integrated operational platform.

Jose Molina is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Nevada State Bank, and The Original Mel's Diner. Molina is based in Reno, NV. 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 affiliated discretionary separately managed accounts, multi-asset model portfolios, and a structured alternative investment program.

Linda Brune is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Morgan Stanley and JETT Gaming. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and a centralized operational structure.

Ashley Ravencroft is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior work history includes positions at UBS Financial Services, Inc. and Nevada Industrial, among others. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Scott Kleinbaum is a financial advisor with Charles Schwab in Reno, NV, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2007, with prior experience at Morgan Stanley from 2005 to 2007. Kleinbaum serves as a member of the University of Nevada Planned Giving Advisory Council in an honorary capacity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and multi-asset investment guidance model.

Cheryl Dillon is a CFP® with three years of experience in financial advising at Charles Schwab. She previously worked at Coldwell Banker for four years and has a longstanding background with All Islands, Inc. Outside of her advisory role, she is a managing member and co-owner of Double Diamond Investments LLC, where she is involved in accounting, business decisions, and tax compliance. 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 recommendations and access to discretionary separate managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Brett Bryan is a CFP® with 20 years of experience in the financial services industry. He is currently with Charles Schwab in Reno, NV, having joined the firm and its affiliated entities in 2021. Prior to this, he worked at TD Ameritrade and Scottrade, with over a decade at Scottrade. 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 SMAs and offers a range of investment products and centralized operational support.