Thomas Knight is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, spanning more than a decade. 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 an alternative investments platform.

Francisco Vigil is a financial advisor at Charles Schwab & Co., Inc. based in Lone Tree, Colorado, with one year of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Schwab, he worked at Walmart, Centinel Bank of Taos, Southwest Capital Bank, and Rio Grande Ace Hardware. 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, supported by multi-asset model portfolios, alternative investment due diligence, and centralized operational infrastructure.

Drake Holley is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Charles Schwab. Prior to joining Schwab in 2025, he worked at TIAA and TIAA-CREF for eight years. His background also includes roles at Foresters Financial, Colorado State University Advancement, and in university housing and dining services. 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 combines non-discretionary client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Cameron Schoffman is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. His work history includes roles at ALPS Advising SS&C and Colorado State Club, as well as experience outside financial services. 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 a combination of non-discretionary advisory services and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Travis Losee is a financial advisor at Charles Schwab with 18 years of industry experience. He has held his current role at Charles Schwab and Co., Inc. since 2007. Travis holds Series 63 and Series 66 designations. 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 centralized custody and a comprehensive alternative investment platform.

Kathy Khuu is a financial advisor at Charles Schwab with 26 years of industry experience. She has been with Charles Schwab and affiliated entities since 1999. Khuu holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base of 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 solutions supported by multi-asset model portfolios, centralized custody, and operational infrastructure.

Joseph Edwards is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, CO, holding Series 66 and Series 63 licenses and having nine years of industry experience. He has been with Charles Schwab since 2016. 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 offers a combination of non-discretionary and discretionary investment management solutions, supported by multi-asset model portfolios and centralized operational infrastructure.

Rebecca Grant is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at various divisions within Charles Schwab since 2015, including Charles Schwab Bank and Charles Schwab Trust Bank. 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 services. The firm offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational services.

Mark Vaught is a financial advisor at Charles Schwab with eight years of industry experience. His previous roles include positions at Bank of America, Merrill, and Jackson National Life Distributors. Vaught holds Series 63 and Series 66 licenses. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 guidance using multi-asset model portfolios, with a notable scale and integrated structure supporting a large client base.

Robert Targosz is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Lead Forensics, and State Farm. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a detailed alternative investment due diligence process.

Vincent Lavalle is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab, Bank of America, Merrill, and RBC Capital Markets. Outside of his advisory role, Lavalle serves as the treasurer and a board member for the Spring Valley Golf Estates Home Owners Association. 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational capabilities.

Nickolas Lamke is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 66 and Series 63 credentials and having 10 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank since 2017. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, employing multi-asset model portfolios and a formal alternative-investment due diligence process.

Allen Smith is a financial advisor with Charles Schwab who holds a Series 66 designation and has 18 years of industry experience. He has worked at Charles Schwab since 2017 and previously held roles at Raymond James Financial Services Advisors and Corning Credit Union. 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, supported by multi-asset model portfolios and centralized operational infrastructure.

Chrys Papachristou is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2016. Papachristou also served in the US Army Reserves from 2015 to 2022. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Tammi Cochrane is a financial advisor at Charles Schwab with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2011. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a distinctive operational model featuring centralized custody, due diligence on alternative investments, and integrated brokerage and advisory services.

Carlos Linares is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at Charles Schwab since 2015, with a brief period at Fidelity Investments from 2021 to 2022, and is currently based in Lone Tree, Colorado. 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 blend of non-discretionary and discretionary investment options, combining centralized supervision and custody with multi-asset model portfolios and alternative investment opportunities.

Christopher Kelly is a financial advisor at Charles Schwab in Lone Tree, CO, holding Series 66 and Series 63 licenses with 14 years of industry experience. His career includes multiple roles at Charles Schwab and its bank affiliates spanning over a decade, as well as experience at American Pacific Mortgage and American Financing. 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 research and a formal alternative investments program.

Tyler Mumby is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and having nine years of industry experience. His prior roles include positions at Texas A&M University and Galloway Financial (Voya Advisors). 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Evan Bardwell is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Charles Schwab since 2017 and previously worked at Wazee Digital from 2016 to 2017. 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 and discretionary investment options, employing multi-asset model portfolios and a formal alternative-investment process within its large, integrated operational structure.

Michael Clark is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at GWFS Equities, Inc., Transamerica, and ADT Security. Charles Schwab 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 advisory relationships and access to discretionary separately managed accounts, with investment guidance delivered through multi-asset model portfolios and research from Schwab Center for Financial Research.