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 licenses and four years of industry experience. Prior to his current role, he worked at Charles Schwab Bank, SSB and has experience in the hospitality sector with OHSO Brewery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and a centralized operational structure.

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 at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he held roles at Nike Incorporated and Target Corporation, among other positions. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm provides both non-discretionary advisory services through its Schwab Wealth Advisory program and access to discretionary separately managed accounts, combining a multi-asset portfolio approach with centralized custody and supervisory infrastructure.

Rockwell Nierenberg is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Charles Schwab, he worked at Cetera Investment Services LLC and has a background that includes roles outside the financial industry and periods of full-time education. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Madison Ortmeyer is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, Madison spent four years in 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 offers a client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

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.

Roy Chavez Guerra is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2000, including a concurrent role at Charles Schwab Bank, SSB since 2008. 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 provides both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence on alternative investments.

Samuel Mitchell is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2023 and at Charles Schwab Bank, SSB since 2026. His prior work experience includes positions at Starbucks and ownership of Pita Cafe LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Pearson Davis is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked various roles within Charles Schwab and Wells Fargo Advisors. Outside of finance, he was involved with Blue House Coffee from 2018 to 2023. 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 provides integrated brokerage, custody, and cash-sweep services.

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 63 and Series 66 licenses and two years of industry experience. Her work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and several other firms across diverse sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 portfolios and maintains an integrated structure that supports a large client base through multiple wrap programs.

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 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at optionsXpress for five years. He is based in Scottsdale, AZ. 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 management with multi-asset model portfolios and centralized custody and order-routing services.

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 financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo and Jackson Hewitt. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 broad range of integrated brokerage, custody, and advisory services.