Danielle Evans is a Series 66 licensed financial advisor with Charles Schwab in Las Cruces, NM, bringing seven years of industry experience. She previously worked at Pat Campbell Insurance for nine years before joining Charles Schwab in 2018. Outside of her advisory role, Evans serves as a director-at-large board member for the Friends of the New Mexico Farm & Ranch Heritage Museum, participating in committees and volunteer events. 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 and discretionary investment management using multi-asset model portfolios and provides an integrated custody and brokerage platform.

Jacquelyn Edwards is a financial advisor at Charles Schwab with 21 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory work, she operates JME Art Studio, where she creates art and jewelry. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, custody, and brokerage services delivered via multi-asset model portfolios and centralized operations.