Sarah Bellora is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. Prior to her current role, she worked in various educational positions and has been involved with animal rescue and dog training organizations. Outside of financial advising, she operates Happy Tales Dog Training. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services through its integrated Schwab Wealth Advisory wrap fee program. The firm provides both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach and centralized operational structure.

Jared Dakovich is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and five years of industry experience. His background includes roles in legal and entrepreneurial settings, such as working with Judge Eric Johnson in the 2nd Judicial District and participation in a law and entrepreneurship clinic. 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 a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.