Washington, DC K Street, N.W. Office

Andrew Veth is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Charles Schwab in Washington, DC. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments, where he spent over a decade. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal due diligence process for alternative investments.

Steven Pilkerton is a CFP® professional with 21 years of industry experience, currently affiliated with Charles Schwab in Washington, DC. His prior experience includes a 12-year tenure at TD Ameritrade and roles within Charles Schwab Bank and Charles Schwab & Co., Inc. He is also an owner of a residential condo in Alexandria, Virginia. 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 a multi-asset investment approach supported by centralized supervision and alternative investment due diligence.

John Ingram is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Charles Schwab since 2011, including roles at Charles Schwab Bank, SSB. 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 guidance, leveraging multi-asset model portfolios and due diligence through its Alternative Investments Select program.

Kara Bruntz is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 66 credentials and five years of industry experience. Her work history includes roles at Charles Schwab Bank SBB and Charles Schwab, as well as earlier positions outside finance such as at Old West Cafe and Marriott International. 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 offers a multi-asset investment approach supported by proprietary research and alternative investment offerings.

Keith Cross is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously managed a pet sitting business before transitioning to full-time education. His current role at Charles Schwab began 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 offers a combination of non-discretionary advisory models and access to discretionary separately managed accounts, supported by a centralized operational structure and comprehensive alternative investment options.

Dtrajon Moore is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to his current role at Charles Schwab, he worked at CHI St. Joseph Regional Health. Outside of his advisory work, he is involved in a clothing/textile venture selling old shoes and works as a caregiver providing assistance with daily activities. 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 employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Matthew Choma is a CFP® with 10 years of industry experience, currently serving at Charles Schwab in Washington, DC. He has been with Charles Schwab since 2015 and Charles Schwab Bank since 2017. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research-driven due diligence.

Christopher Snowling is a CFP® professional with 24 years of industry experience, currently serving at Charles Schwab. His career includes roles at TD Ameritrade Investment Management, TD Ameritrade, Janney Montgomery Scott, and Advantage Waypoint. He is based in Washington, DC. 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 SMAs and offers a multi-asset investment approach supported by Schwab Center for Financial Research due diligence.

Charles Hsieh is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at TD Ameritrade and Scottrade. Outside of his advisory work, he serves as a coordinator for extracurricular activities at the Washington School of Chinese Language & Culture. 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 client relationships with access to affiliated discretionary separate managed accounts, using multi-asset model portfolios and centralized operations to support a large client base.

Anthony Jung is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Charles Schwab since 1989 and with Charles Schwab Bank since 2005. Outside of his advisory work, he serves as a director on the board of the US-Korea Art Foundation, a nonprofit charitable organization. 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 affiliated discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and centralized operational support.

Anthony Citro is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Charles Schwab in Washington, DC. His prior roles include positions at TD Ameritrade, Equitable Advisors, Merrill Lynch, and Northwest Bank. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and a multi-asset investment approach.

Sean Jenkins is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Charles Schwab since 1994 and Charles Schwab Bank since 2005, both based in Washington, DC. 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 hybrid advisory model that combines non-discretionary guidance with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment due diligence.

Alexander Tatem is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to his current role, he has held positions including Annapolis Harbor Master and participated in community activities such as coaching the Round Bay Swim Team. 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, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts.

Casey Cooper is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Charles Schwab, Cooper worked in various roles including at Future Medical Group and Great American Restaurants. Outside of advising, Cooper has bartended at events for the Irish Embassy. 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 related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with a distinctive operational structure and integrated custody and brokerage services.