Judson Doherty is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior roles include over a decade at Stadion Money Management, LLC. Doherty also serves on the Board of Athens Country Club, where he participates on the finance committee and will serve as Board President in his third year. Charles Schwab & Co., Inc. provides wealth advisory and related financial services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary and discretionary investment management with integrated brokerage and custody solutions.

Caroline Coggins is a CFP® and Series 66-registered financial advisor with seven years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2023 and previously held roles at Raymond James & Associates and Merrill Lynch Wealth Management. Caroline also spent four years at Rhodes College. 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 SMAs and offers multi-asset model portfolios supported by centralized custody and operational services.