Jacob Kennedy is a financial advisor with Charles Schwab in Colorado Springs, Colorado, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2019 and previously spent six years with Fidelity Investments in various advisory roles. 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 supported by multi-asset model portfolios and a formal alternative-investment program.

Joshua Van Wagenen is a CFP® with 22 years of experience in the financial services industry. He has worked at Charles Schwab since 2021 and previously held roles at USAA, including USAA Investment Services Company and USAA Financial Advisors Inc., spanning over a decade. He is based in Colorado Springs, CO. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth clients primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and an integrated operational structure.

Lauren Akridge is a financial advisor with Charles Schwab in Colorado Springs, CO, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Forest Bend LLC, Integrity Wealth Advisors, and Straight Street International. Outside of finance, she was involved with Broken Bones BBQ for two years. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Anthony Price is a financial advisor with Charles Schwab in Colorado Springs, CO, holding a Series 66 license and 18 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank SSB since 2012 and 2013, respectively. 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 investment guidance and access to discretionary separately managed accounts, combining large-scale operations with integrated custody and advisory services.

Donald Billings is a Certified Financial Planner® with 18 years of industry experience, currently serving at Charles Schwab in Colorado Springs, CO. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Outside of his advisory role, he is the music director at St. Francis of Assisi Catholic Church and performs as a musician in Castle Rock, Colorado. 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 offers a combination of non-discretionary and discretionary investment management with centralized custody and operational infrastructure.