Lori Sengdara is a financial advisor with Charles Schwab & Co., Inc. in Las Vegas, NV, holding a Series 66 designation. She has experience working at Arista Wealth Management and Finance of America prior to joining Schwab. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of integrated custody, brokerage, and advisory services.

Jordan Rinas is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at firms including American Fidelity Assurance, Park Avenue Securities, Guardian Life Insurance Company, and Edward Jones. Outside the financial industry, he owns and manages a rental property in Las Vegas. 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 multi-asset model portfolios and a formal alternative-investment evaluation process.

Robert Brown is a financial advisor at Charles Schwab with 35 years of industry experience. He holds the CFP® designation along with Series 65, 66, and 63 licenses. His prior experience includes long tenures at Fidelity and independent financial firms before joining Charles Schwab. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Ronald Colunga is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Ameriprise Financial Services, H & R Block, Model 1 Commercial Vehicles, and Colunga Land Group. 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 portfolio management using multi-asset model portfolios and provides centralized custodial and advisory services.

Brent Ure is a financial advisor with Charles Schwab based in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He previously worked at TD Ameritrade, Inc. for eight years before joining Charles Schwab and its affiliated entities. 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, leveraging multi-asset model portfolios and centralized operational support.