Reston, VA Office

Brian Suto is a financial advisor with Charles Schwab based in Reston, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Nicole Russo is a financial advisor at Charles Schwab with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1997, including roles at Charles Schwab Bank, SSB. Outside of her advisory work, Russo is a half owner of an automotive repair business managed by her spouse. 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, supported by multi-asset model portfolios and centralized custody and operational services.

Alex Li is a financial advisor with Charles Schwab, holding the Series 66 designation and beginning his industry experience in 2025. Prior to joining Schwab, his background includes roles outside the financial sector such as working at Big Blue Swim School and the Fund For The Public Interest. 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 models with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Jordan Bonanno is a financial advisor with Charles Schwab who holds a Series 66 designation and has two years of industry experience. Prior to joining Schwab, he worked at Ameriprise Financial Services and Fidelity Investments. His background also includes experience in the hospitality industry and periods of full-time education. 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 employs a multi-asset investment approach supported by centralized operational infrastructure.

John Moriarty is a financial advisor with Charles Schwab in Reston, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab since 2015. Outside his advisory role, he is a member of Fitz Mori LLC, a non-agent real estate business. 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 financial planning services. Schwab’s model includes both non-discretionary and discretionary investment management, supported by centralized operations and a formal alternative investment process.

Mohammad Aboudi is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo and PNC Bank. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure supporting its multi-asset model portfolio investment approach.

Matthew Kelly is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade Inc. from 2010 to 2022. Outside of his advisory role, he serves as a committee member for the nonprofit Tuckahoe Recreation Club. 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 both non-discretionary and discretionary investment solutions, combining centralized custody and order-routing with multi-asset model portfolios and access to alternative investments.

Sean Romero is a financial advisor with Charles Schwab in Reston, VA, holding a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021, and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC 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 affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jesse Campion is a financial advisor with Charles Schwab in Reston, VA, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes ten years at TD Ameritrade Investment Management and TD Ameritrade, followed by his current role at Charles Schwab since 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and emphasizes a multi-asset model portfolio approach supported by research and due diligence.

Nathan Parrish is a financial advisor with Charles Schwab in Reston, VA, holding the Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Charles Schwab since 2009 and also works with Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options, supported by a large-scale, integrated operational structure.

Robert Freddino is a financial advisor at Charles Schwab with 26 years of industry experience. He has held his current roles at Charles Schwab and Charles Schwab Bank since 2012. He holds Series 63 and Series 65 registrations. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment opportunities.

Logan Ryan is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this position, he focuses on understanding each client's story, values, and goals to develop tailored strategies that support their financial objectives. Prior to his current role, Logan served as a Help Desk representative in Workplace Planning and Advice at Fidelity Investments from 2023 to 2025. Before that, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. Outside of his professional responsibilities, Logan enjoys participating in board games, exploring culinary experiences, attending social events with friends, visiting museums, playing soccer, and traveling.

Rashad Hames is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having two years of industry experience. He has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Fidelity Investments, and Northwestern Mutual in various capacities. Prior to his financial services career, he was involved with the Hudson Valley Sports Complex and spent several years in full-time education. 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 accounts. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Brendan Morahan is a financial advisor with Charles Schwab in Reston, VA, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at Eagle Strategies, New York Life Insurance Company, and Prosperity Home Mortgage, as well as experience at Boylan & Morahan PLC. 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 services with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by the Schwab Center for Financial Research.

Brian Sander is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His previous roles include positions at Fidelity Investments, LPL Financial, and Hudson Valley Credit Union. Outside of financial services, he owns Shea Soleil, a business that produces and sells hand-made body butter products. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services integrated with custody and brokerage functions.