Scottsdale, AZ N Scottsdale Rd Office

Andrew Davault IV is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at OHSO Brewery and Strategy Financial Group, as well as time at Arizona State University. 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 accounts. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Hailey Nordstrom Moffat is a financial advisor at Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior work includes positions at Nextiva and The Vanguard Group, Inc. She also has experience at Arizona State University. 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 discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Josiah Corey is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Nike, and Target Corporation. 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 multi-asset model portfolios with strategic asset allocation.

Madison Ortmeyer is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, Madison focused on full-time education from 2020 to 2024. 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, offering both non-discretionary and discretionary investment options supported by in-house research and alternative investment programs.

Steven Krane is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 2000, including over two decades at Charles Schwab Bank. 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 relationships and discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Steven Thornton is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Charles Schwab since 1997 and has also worked with 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, 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 comprehensive wealth management offerings.

Roy Chavez Guerra is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. He has been affiliated with Charles Schwab since 2000 and with Charles Schwab Bank, SSB since 2008. 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 a multi-asset model portfolio approach and centralized operational infrastructure.

Samuel Mitchell is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Starbucks and managed a small business, Pita Cafe LLC, for four years. Charles Schwab 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, offering a combination of non-discretionary advisory models and access to discretionary separately managed accounts.

Pearson Davis is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 13 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Griffin Capital Securities, as well as involvement with Blue House Coffee. He is based in Scottsdale, AZ. Charles Schwab & Co., Inc. serves a large clientele, 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 models supported by multi-asset portfolios, proprietary research, and a formal alternative-investment program.

Dean Martines is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2000, including a role at Charles Schwab Bank SSB since 2007. Based in Scottsdale, AZ, he serves clients through Schwab’s integrated wealth advisory platform. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment options, and a centralized operational structure.

Glenda Valenzuela is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. She has worked in various roles including positions at Charles Schwab Bank, The Agency, and Kevin Owens PLLC. 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 a combination of non-discretionary advisory models alongside discretionary separately managed accounts, supported by an integrated service platform covering brokerage, custody, and investment advisory needs.

Andrew Bing is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, The Bar, Dilly Dally Lounge, and six years of service in the United States Air Force. 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 both non-discretionary and discretionary investment options, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Michael Schmidt is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at optionsXpress from 2012 to 2017. He is based in Scottsdale, Arizona. 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 investment recommendations and access to discretionary separately managed accounts, supported by robust multi-asset model portfolios and a formal alternative investments program.

Mark Kizer is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the CFP® and Series 66 designations. His work history includes roles at Delve Research since 2010 and Charles Schwab Bank and Charles Schwab since 2006. 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 both non-discretionary and discretionary investment management options, using multi-asset model portfolios and a formal alternative-investment onboarding process.

Derick Bush is a Series 66 credentialed financial advisor with Charles Schwab in Scottsdale, AZ. He has worked in the financial services industry since 2024, with prior experience at Wells Fargo and Jackson Hewitt, as well as six 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.