Tampa, FL W Boy Scout Blvd. Office

Cade Williams is a Series 66-registered financial advisor with Charles Schwab in Tampa, FL, and has three years of industry experience. His prior work history includes roles at Charles Schwab Bank, Taylor and Williams, Belk, Inc, and Envision Credit Union. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts.

Dylan Barbieri is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank SSB and Charles Schwab since 2023. Prior to his current role, he was involved with Chromalloy and has a background that includes several years in full-time education and time at the Tallahassee Volleyball Academy. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a blend of non-discretionary financial planning and access to discretionary managed accounts. The firm’s integrated platform combines advisory, brokerage, custody, and cash-sweep services with a multi-asset investment approach supported by the Schwab Center for Financial Research.

Gabriel Hooven is a financial advisor at Charles Schwab in Tampa, FL, 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 Charles Schwab Bank since 2026. Prior to his advisory role, he served in the United States Navy and has held various positions in diverse industries. 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 related 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 investment approach and centralized operational structure.

Ian Wiley is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Prior to entering the financial industry, he held various positions outside finance. 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 separate managed accounts and offers a range of investment guidance supported by its research and alternative investments due diligence.

James Mussio Jr. is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade for 14 years. Outside of his advisory role, he is co-owner of Desert Sage Records LLC, where he is involved in creative writing, including poems, music lyrics, and scripts. 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 with a focus on multi-asset model portfolios and access to both non-discretionary and discretionary investment options.

Nelson Rodriguez Orsini is a financial advisor with Charles Schwab, holding Series 65 and Series 63 designations and one year of industry experience. His prior experience includes roles at Merrill and Bank of America, as well as positions in various companies and educational institutions. 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 employs a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios alongside due diligence on alternative investments.

Joshua Clark is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of experience in the financial services industry. He has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors. Clark holds a Series 66 license and is based in Tampa, FL. 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 related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment process, supported by a centralized and integrated operational structure.

Jordan Leuschke is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. 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 relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Rahil Khan is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010 and 2013, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions. The firm combines extensive scale with integrated advisory, brokerage, custody, and cash-sweep services.

Michael Mealy is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab and its affiliated entities since 2005, including recent experience at Swan Capital. He is based in Tampa, FL. Charles Schwab 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 a combination of non-discretionary and discretionary investment management supported by centralized custody and operational infrastructure.

Jonathan Peralta is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes positions at TD Ameritrade, Fidelity Investments, and Ernst & Young. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Lee Gorgas is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Charles Schwab and Co., Inc. and Charles Schwab Bank SSB since 2022, following prior roles at TD Ameritrade and Central Portfolio Control. 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 access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Karly Guiliano is a CFP® professional with five years of industry experience, currently advising at Charles Schwab in Tampa, FL. Her prior experience includes roles at Wasmer Schroeder and Hertz. Outside of finance, she owns and operates CakePop Stop, a small business producing cake pops for events. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research.

Ryan Adams is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab and its affiliated entities since 2018, including prior roles at TD Ameritrade and Scottrade. 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 solutions supported by a large integrated platform and centralized operational structure.

Susan Mya San Jones is a financial advisor at Charles Schwab with 17 years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab since 2019, following an 11-year tenure at T. Rowe Price Investment Services, Inc. Her professional designation includes the Series 66. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s Center for Financial Research.