Samantha Cohen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her career includes roles at Wells Fargo and various Charles Schwab entities since 2010. She is currently based in Castle Rock, CO. 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 operational and supervisory infrastructure.

Benjamin Isler is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, he is a passive investor and partner in the food and beverage company Kitchfix. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset portfolio approach and centralized operational support.

Wayne Elmore is a financial advisor with Charles Schwab & Co., Inc. in Castle Rock, Colorado, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. His prior work includes roles at Wasmer Schroeder and Wasmer, Schroeder & Company, Inc. He has been with Charles Schwab since 2020. 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 uses multi-asset model portfolios supported by extensive research and centralized operational structures.