Seal Beach, CA Office

Shelley Chidley is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of her advisory role, she serves on the board and the development and financial committee of Saints Simon and Jude School in Huntington Beach, CA. 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 multi-asset model portfolios and centralized operational infrastructure.

Richard Medina is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., JP Morgan Chase Bank, JP Morgan Securities LLC, and OneWest Bank. Outside of his advisory role, he manages a small property as a landlord. 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 operates a model that combines primarily non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized custody and operational services.

Stephen Moore is a Series 66-licensed financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab in 2025, he was employed at Merrill and Bank of America from 2019 to 2025. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Steve Nigoghossian is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Charles Schwab and TD Ameritrade. Charles Schwab primarily serves 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 supported by multi-asset model portfolios and centralized custody and order-routing systems.

Brianna Mackie is a Series 66-licensed financial advisor at Charles Schwab with one year of industry experience. She previously worked at Gabelli Funds and has a background that includes education and community involvement with the Borough of Avon by the Sea. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through a combination of advisory, brokerage, custody, and financial planning services. The firm offers a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and emphasizes multi-asset strategic portfolio allocation supported by centralized oversight and alternative investment due diligence.

Hisela Chinchay is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Ameriprise and WESCAP Group prior to joining Charles Schwab in 2024. 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 a multi-asset investment approach supported by research from Schwab Center for Financial Research.

Mark Krogulski is a CFP® professional with 24 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016. His work is based in Seal Beach, California. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Vanessa Solis is a financial advisor at Charles Schwab with three years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2022. Prior to that, she was with LBS Financial Credit Union from 2014 to 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by its large scale and integrated operational structure.

Erick Hernandez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Ian Gordon and Northwestern Mutual Investment Services LLC. Outside of finance, he has worked at Courtyard Marriott Santa Ana since 2019. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large, integrated wealth management platform.

David Shin is a financial advisor at Charles Schwab with 12 years of industry experience. His prior roles include positions at TD Ameritrade, Klk Capital Management, and M.S. Howells & Co. He holds a Series 66 designation. 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’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Paul Hsu is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and having 16 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Outside of his advisory role, he previously operated Sparkle Photo for eight years. Charles Schwab serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management alongside custodial and brokerage services. The firm is notable for its scale and integrated structure, combining centralized operations with access to multi-asset model portfolios and alternative investment options.

Gregory White is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he serves as the Finance Chair for the Iron Star District of the Long Beach Area Council, a nonprofit charitable organization. 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 supported by multi-asset model portfolios and centralized operational infrastructure.