Colton Hamman is a CFP® and holds a Series 66 designation, currently affiliated with Charles Schwab. He has two years of industry experience, including roles at Charles Schwab Bank and Charles Schwab since 2023. Prior to his financial advisory career, he worked at Door Dash and held various positions related to education and sports in the Sacramento area. Charles Schwab & Co., Inc. serves a broad client base that primarily includes high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program. The firm offers both non-discretionary and discretionary investment management solutions, combining extensive scale with integrated custody, brokerage, and advisory services.

Summer Lemmon is a financial advisor at Charles Schwab with 15 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2013. Outside of her advisory role, she serves as Treasurer for Cub Scout Pack 310 in Orangevale, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related 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 infrastructure.

Jeffrey Sundberg is a financial advisor with Charles Schwab in Folsom, CA, holding Series 63 and Series 66 licenses and 30 years of industry experience. His career includes over two decades at TD Ameritrade and a brief tenure at Fidelity Investments before joining Charles Schwab in 2022. 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 a multi-asset portfolio approach and centralized operational infrastructure.

Nicholas Ogden is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab Bank SSB. 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 advisory relationships and access to discretionary separately managed accounts, supported by a centralized, integrated operational structure.

Ronald Kobrya is a financial advisor with Charles Schwab in Folsom, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Equitable Advisors and Primerica Advisors. Outside of advising, he is involved in real estate as a property owner. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers a combination of non-discretionary advisory services and access to discretionary managed accounts, providing integrated brokerage, custody, and investment management solutions.