ADVISOR BIO

David Tucker Klein is an investment advisor representative associated with Schwab Wealth Advisory, Inc. David has been in the financial services industry since July 26, 2015. Klein is registered with the Financial Industry Regulatory Authority (FINRA) and is a Series 7, 9, 10, 66 and SIE licensed professional. David holds registrations in 20 states and is currently registered in Florida. David Klein is associated with the Orlando, FL branch office of Schwab Wealth Advisory, Inc..

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ADVISOR BIO

Santiago Santana is a financial advisor with over 0 years of experience in the industry. Santiago is currently registered with Charles Schwab & CO., Inc.. Santiago has previously been registered with a variety of firms over their career. Santiago has passed the Series 63, Series 7TO, SIE exams. Santiago also holds the no known designation. Santiago specializes in 1, 4 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.

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ADVISOR BIO

Jeanine Ackerson Ullo is a financial advisor with Charles Schwab & Co., Inc. Jeanine has been in the financial services industry since November 2016. She is registered with FINRA as a Series 7 and Series 66 representative. Jeanine's specialties include Financial Planning, Wrap Fee Program Sponsor, and Financial Planning Advisor Referral Program. She is located in Orlando, FL and has been with Charles Schwab & Co., Inc. since November 21, 2016.

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ADVISOR BIO

Robert Edwin Thrift is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 1994. Robert has experience with financial planning, pension consulting, and portfolio management for both individuals and businesses. Robert is registered with the following states: California, Florida, Georgia, North Carolina, Ohio and Virginia. Robert also holds the following licenses and certifications: Series 7, Series 24, Series 63 and Series 66.

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ADVISOR BIO

Kimberly Westerfield is a financial advisor with Schwab Wealth Advisory, Inc. Kimberly has been in the financial services industry for over 18 years and is registered to provide investment advisory services in 53 states and the District of Columbia. Kimberly offers financial planning services and portfolio management for both businesses and individuals. She is a registered representative of Charles Schwab & Co., Inc.

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Krystle Lynn Meservey is a registered representative with Charles Schwab & Co., Inc. Krystle has been in the securities industry since November 2, 2016. Krystle is registered with FINRA and the state of Florida. Krystle has passed the Series 7, Series 10, Series 9, Series 24, Series 66, Series 82TO and SIE exams.

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ADVISOR BIO

Patrick Barrett is a financial advisor with over 5 years of experience in the industry. Patrick is currently registered with Charles Schwab & CO., Inc.. Patrick has previously been registered with a variety of firms over their career. Patrick has passed the Series 10, Series 24, Series 4, Series 63, Series 7TO, Series 9, SIE exams. Patrick also holds the Series 10, Series 24, Series 4, Series 9 designation. Patrick specializes in 1, 4 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.

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ADVISOR BIO

Anika Bhagani is a financial advisor with over 1 years of experience in the industry. Anika is currently registered with Wells Fargo Clearing Services, LLC. Anika has previously been registered with a variety of firms over their career. Anika has passed the Series 63, Series 6TO, SIE exams. Anika also holds the no known designation. Anika specializes in 1, 2, 4, 5, 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.

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ADVISOR BIO

James Reed Blochberger is an Investment Advisor Representative associated with Allgen Financial Advisors, Inc. James has been in the financial services industry for over a decade. James is registered with the state of Florida as an Investment Advisor Representative. James provides financial planning services for individuals, corporations, and charitable organizations.

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