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 20 years of industry experience and holds a Series 66 designation. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2011. Outside of financial services, he is an ambassador for Chorus Pickleball, a company involved in marketing and sales of pickleball equipment. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options. The firm is known for its large client base, integrated service structure, and multi-asset model portfolios with strategic and tactical asset allocation.

Jordan Hyles is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Charles Schwab and Charles Schwab Bank since 2021, with prior experience at TD Ameritrade. Outside of finance, he has worked in retail and community roles, including at Urban Pet Market & Boutique and Live Oak Church. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through integrated wrap fee programs and both non-discretionary and discretionary investment management options.

Justin Mercier is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, SSB. 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 and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure integrating advisory, brokerage, custody, and cash-sweep services.

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.

Eric Eichman is a financial advisor with Charles Schwab in Southlake, TX, holding Series 63 and Series 66 designations and having nine years of industry experience. His work history includes roles at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade, ValueScope, and Uber. 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 and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

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 bringing 26 years of industry experience. She has been with Charles Schwab since 1998 and Charles Schwab Bank since 2005. Outside of her advisory role, she has served as Past President of the DFW Humane Society and is a council member of the UCF Alumni DFW Chapter. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

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.

David Fern is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves a broad client base, 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 a non-discretionary client relationship model with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.