Dawnn Lone is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and 36 years of industry experience. She has been with Charles Schwab since 2006. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

Tanner Bloomer is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, CO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Edgewater Beer Garden and Bassett and Associates, as well as a background in full-time education. 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, offering a multi-asset investment approach supported by centralized custody and operational infrastructure.

Branden Faircloth is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 65 and Series 63 designations and has held positions at Charles Schwab since 2018, with additional experience at firms including HSO Proserv and Waddell & Reed. Outside of finance, he is a co-owner of BCOMFY LLC, a company that designs and sells clothing for chemotherapy patients. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering bundled advisory, brokerage, custody, and cash-sweep services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and conducting due diligence on alternative investments.

Tod Reams is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Charles Schwab since 1993. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Christopher Wells is a financial advisor at Charles Schwab with 15 years of industry experience. His background includes roles at Charles Schwab Trust Bank, Charles Schwab Premiere Bank, Charles Schwab Bank, and National Planning Corporation. He holds Series 63, Series 65, and Series 66 designations. 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Cameron Gonzales is a financial advisor at Charles Schwab with Series 66 and Series 63 designations and four years of industry experience. His background includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, and Topgolf. Charles Schwab 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 separate managed accounts, offering multi-asset model portfolios and alternative investment options.

Michael Brassell is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2016. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Sheldon Focht is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Charles Schwab since 1999 and also works with Charles Schwab Bank SSB and Vine, where he reviews products listed on Amazon.com. 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, offering both non-discretionary and discretionary investment options supported by centralized custody and research capabilities.

Mark Stamper is a CFP® professional with 29 years of industry experience. He has been with Charles Schwab since 2014, including seven years at Schwab Wealth Advisory. Charles Schwab & Co., Inc. serves a large 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody, compliance, and operational infrastructure.

Jacob Swiatek is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. He has held various roles within Charles Schwab entities since 2020 and previously worked in the automotive retail sector. Outside of finance, he is involved as an owner and manager of an automotive repair business and serves as a lifeguard at a local recreation center. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure.

Brayden Vogel is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., along with positions in agricultural administration and hospitality. Charles Schwab & Co., Inc. serves a large client base of 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 advice with access to affiliated discretionary portfolios and alternative investment options.

Tyler Hautamaa is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at E2 Optics, Hail Busters LLC, Ski Mats, Whole Foods Market, and the University of Colorado at Boulder. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options alongside brokerage, custody, and financial planning services. The firm employs a multi-asset model portfolio approach supported by research and due diligence from its Schwab Center for Financial Research.

Brian Zipler is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Transamerica, CETERA Advisor Networks LLC, United Capital Financial Advisers, Girard Securities, and Scottrade. He has been with Charles Schwab since 2018. Charles Schwab & Co., Inc. serves a large client base 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 discretionary separately managed accounts and offers multi-asset model portfolios, written advice policies, and a formal alternative-investment onboarding process.

Jennifer Ratini is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 11 years of industry experience. Her prior roles include positions at JPMorgan Securities, LLC and JPMorgan Chase Bank. Charles Schwab & Co., Inc. serves a large client base 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 multi-asset model portfolios alongside alternative investment options vetted by its research center.

Michael Debord is a financial advisor at Charles Schwab with 12 years of industry experience. He has held roles at Scottrade and Charles Schwab, working at Schwab since 2018. He 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 both non-discretionary and discretionary investment solutions using multi-asset model portfolios and provides centralized custody and operational support.

Christopher Martwig is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Charles Schwab since 2011, including over a decade at Schwab Wealth Advisory. 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 a primarily non-discretionary advisory model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized operational and custody services.

Douglas Campbell is a financial advisor with Charles Schwab in Lone Tree, CO, holding the ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including a year at Thrivent Investment Management before joining Charles Schwab in 2005. Campbell volunteers on the finance committee for the nonprofit Second Wind Fund, providing oversight on budgeting and financial policies. 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 centralized custody and operational infrastructure.

Evan Lombardo is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding a Series 66 credential and three years of industry experience. Prior to joining Schwab in 2026, he worked at Morgan Stanley for four years and held positions at Ideal Home Loans and Zenith Home Loans. 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 affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Ashley Randall is a financial advisor with Charles Schwab, holding a Series 66 designation and 17 years of industry experience. She has worked extensively with USAA-affiliated companies before joining Charles Schwab and is 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is noted for its large client base, integrated service model, and structured approach to multi-asset portfolio management and alternative investments.

Jennifer Gilbert is a financial advisor at Charles Schwab with industry experience spanning two years. She holds the Series 63 and Series 66 designations. Prior to joining Schwab, she worked at Zyia Active and has held various roles in the financial services sector. 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 advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from its Center for Financial Research.