Anna Collins is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2019, following five years at Wells Fargo Bank N.A. Outside of her advisory role, she manages basic landlord responsibilities for a condominium she owns. 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 recommendations with access to affiliated discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and alternative investment options.

Bridget Thibault is a CFP®-certified financial advisor with four years of industry experience. She is currently with Charles Schwab & Co., Inc. and previously worked at Raymond James Financial Services Advisors, Inc. Bridget has a background that includes roles outside finance, such as positions at Columbia Hospitality and Montana Aleworks. 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 both non-discretionary and discretionary investment management combined with brokerage, custody, and cash-sweep services.

Sarah Hessler is a Series 66-licensed financial advisor with Charles Schwab, based in Bozeman, MT, with 15 years of industry experience. Before joining Schwab in 2019, she worked at D.A. Davidson & Co. from 2015 to 2019. She serves as a committee member for the Charitable Advisors Roundtable at One Valley Community Foundation. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining brokerage, custody, and advisory functions with both non-discretionary and discretionary investment management options.

Erin Yost is a CFP® and holds a Series 66 license with 25 years of experience in the financial services industry. She has worked at Charles Schwab since 2019 and previously spent five years at D.A. Davidson & Co. Erin serves as a committee member for the Charitable Advisors Roundtable, contributing to charitable advisor events in the Bozeman community. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary SMAs, offering multi-asset model portfolios and centralized custody and brokerage services.