Thomas Cowan is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and three years of industry experience. Before joining Schwab in 2022, he worked for Old Chicago Pizza & Taprooms and spent 36 years with the State of Wyoming Office. 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, using multi-asset model portfolios and a centralized operational structure.

Samuel Runyan is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at D.A. Davidson & Co. for nine years before joining Schwab in 2018. Outside of his advisory role, he manages several local real estate ventures, including residential properties and an RV park in Wyoming. 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 offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Michael Lucas is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Before joining Charles Schwab in 2025, his career included roles at Clure Brothers Furniture, Northwestern Mutual, Walmart, The Men's Wearhouse, Navigation Wealth Management, and Ryan Yoder. 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jace Kappeler is a financial advisor with Charles Schwab & Co., Inc. holding a Series 66 designation and has one year of industry experience. His prior roles include positions at High Plains Associates, LLC and The Compass Wealth Group, LLC, as well as entrepreneurial ventures such as New Life Staged Homes, LLC and Care More Lawn and Services, LLC. 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 both non-discretionary advisory relationships and access to discretionary SMAs, utilizing multi-asset model portfolios and research-driven alternative investment options.