Tysons Corner, VA Office

Richard Jones II is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and 2019, respectively. His background also includes time with Virginia Commonwealth University and a brief role at Fat Dragon Kitchen and Bar. 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 multi-asset model portfolios supported by its Schwab Center for Financial Research.

Edward Peabody is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to his current role, he held various positions including educational roles at The Potomac School and McLean High School, as well as involvement with youth soccer organizations. 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 using multi-asset model portfolios and provides centralized custody, brokerage, and advisory services at scale.

Carl Matysek is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Inc., Cygnus Technologies, New Hanover Regional Medical Center, and Oceanic. 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 due diligence.

Kelly Cironi is a financial advisor with Charles Schwab in Tysons Corner, VA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank, SSB since 2012. 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 employs a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Keshia Keene is a financial advisor at Charles Schwab with a Series 65 credential and approximately one year of experience in the industry. Her prior work includes roles at Florida Financial Advisors and various positions at the U.S. Embassy in Nairobi, Kenya. Outside of finance, she has experience in the food service industry, including work with 3 Corners Pizza and Tampa Pizza Company. 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios alongside centralized custody and trading infrastructure.

Lily Mohre is a financial advisor with Charles Schwab in Tysons Corner, VA, holding a Series 66 designation and bringing nine years of industry experience. She has been with Charles Schwab Bank since 2017 and with Charles Schwab & Co., Inc. since 2016. 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 guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

William Bleau is a financial advisor with Charles Schwab in Tysons Corner, VA, holding Series 63 and Series 66 credentials and 20 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab Bank. 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 employs multi-asset model portfolios guided by research from its Center for Financial Research.

Cory Cha is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2018, including roles at Charles Schwab Bank, SSB. His prior experience includes positions at TD Ameritrade and Fidelity Brokerage Services LLC. 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 offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Brian Petersen is a financial advisor with Charles Schwab in Tysons Corner, VA. He holds Series 66 and Series 63 licenses and has 10 years of industry experience, all with Charles Schwab & Co., Inc. and Charles Schwab Bank. 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 a centralized operational structure.

Dante Moncrieffe is a financial advisor at Charles Schwab with the Series 66 designation and two years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and several organizations outside finance such as Chesapeake Lighthouse Foundation and MOM's Organic. 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 investment approach features a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Benjamin Harbaugh is a financial advisor with Charles Schwab based in Tysons Corner, VA, holding Series 65 and Series 63 licenses and having four years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab since 2021, as well as prior positions at Berkshire Hathaway Carolinas Realty and American Logistics Company. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Bryan Carter is a CFP® professional with 17 years of industry experience. He is currently affiliated with Charles Schwab, where he has worked since 2022. Prior to this, he spent over a decade at Fidelity, including four years with Fidelity Personal and Workplace Advisors. 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 a non-discretionary advisory model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

William Lang Jr. is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. Located in Tysons Corner, VA, he provides advisory services within a large institutional firm. 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, combining multi-asset model portfolios with centralized custody and brokerage services.

Zachary Dixon is a financial advisor with Charles Schwab in Tysons Corner, VA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab Bank, Henderson State, and Certified Car Care. 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 offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jordan Ciulla is a financial advisor with Charles Schwab holding CFP®, Series 63, and Series 66 designations, and has seven years of industry experience. His background includes roles at Fidelity Brokerage Services, E*Trade Securities, and Altura Financial Advisors before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing a combination of advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.