Southlake, TX E. Southlake Blvd Office

Charlie O'Shel is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior experience includes eight years at TD Ameritrade and four years at Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of his advisory role, he participates in Financial Peace University by assisting participants with budgeting and basic financial questions. Charles Schwab serves a large client base 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 provides a combination of non-discretionary advisory recommendations and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Cameron Roa is a financial advisor at Charles Schwab in Southlake, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Fisher Investments and Black Knight Financial Services. 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 combines non-discretionary advisory with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Marcelo Castaneda is a financial advisor at Charles Schwab with 19 years of industry experience and holds a Series 66 designation. He has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of his advisory role, he is involved as an ambassador with Chorus Pickleball, a company marketing pickleball paddles, apparel, and equipment. Charles Schwab 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 uses multi-asset model portfolios and alternative investments in its investment approach.

Jordan Hyles is a financial advisor with Charles Schwab in Southlake, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank, as well as experience in other sectors such as retail and education. He has also been involved with Urban Pet Market & Boutique. Charles Schwab 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 approach supported by extensive research and centralized operations.

Justin Mercier is a financial advisor with Charles Schwab in Southlake, Texas, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2024 and previously at TD Ameritrade from 2022 to 2024. His background also includes roles outside finance, such as working for political campaigns and in family entertainment. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment advisory services supported by integrated brokerage, custody, and financial planning capabilities.

Amy Dowell is a financial advisor at Charles Schwab with 19 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2015. In addition to her advisory role, she is a member and manager of Dowell Investments LLC, which operates Magnolia Child, a children's clothing and accessory boutique. Charles Schwab 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 options using multi-asset model portfolios and maintains a centralized operational structure to support a large client base.

Angel Adame is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as experience outside finance in photography and food service. 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, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and research resources.

Eric Eichman is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, ValueScope, Uber, and a law firm, Scott, Douglass & McConnico. Eichman is based in Southlake, Texas. 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 services with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by its in-house research and alternative investment due diligence.

Jacob Brawner is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023, with prior experience at BTC and Epic Supply. Charles Schwab 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 both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and providing integrated brokerage, custody, and advisory services.

Robert Krebs is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and affiliated entities since 2009. Outside of his advisory work, he is president and owner of Krebs Company, LLC, which produces natural beef jerky and model trains. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Alyssa Underwood is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and approximately two years of industry experience. Prior to joining Schwab, she worked in education and at First Presbyterian Children's. Charles Schwab 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 separate managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Riley Mc Casland is a financial advisor at Charles Schwab in Southlake, TX, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Charles Schwab, he worked in various roles including at Southwest Office Systems and Top Tier Irrigation and Landscape. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary and discretionary investment management using multi-asset model portfolios and maintains a large integrated structure supporting hundreds of thousands of clients.

Cade Bass is a financial advisor with Charles Schwab in Southlake, TX, holding CFP®, Series 63, and Series 65 credentials, and bringing 17 years of industry experience. He has been with Charles Schwab since 2009 and with Charles Schwab Bank since 2011. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by extensive due diligence and strategic asset allocation.

Jean Paryl is a financial advisor with Charles Schwab in Southlake, TX, holding a Series 63 designation and over 25 years of industry experience. She has been with Charles Schwab since 1998 and with Charles Schwab Bank SSB since 2005. Outside of her advisory role, Jean has served as Past President of the DFW Humane Society and is a member of the UCF Alumni DFW Chapter Council. Charles Schwab 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 and offers centralized custody and brokerage services.

Catherine Miller is a CFP® professional with six years of industry experience. She currently works at Charles Schwab, where she has been employed since 2022, following prior roles at TD Ameritrade and Texas Christian 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a range of integrated investment, custody, and cash-sweep services.