Colby Sorensen is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Fidelity Brokerage Services LLC for six years before joining Schwab in 2021. Outside of his advisory role, Sorensen manages rental property responsibilities related to his personal real estate. 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 and provides investment guidance using multi-asset model portfolios and alternative investment due diligence.

Julian Allen is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Teaching Nomad, Mitchell Martin Inc., and Statista, Inc. He has experience in both education and financial services sectors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management options. The firm is notable for its integrated structure, combining advisory, brokerage, custody, and alternative investment services.

Kristin Borino is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Charles Schwab since 2017 and previously worked at Schwab Wealth Investment Advisory, Inc. from 2016 to 2020. Outside of her advisory role, she is involved as an owner and partner in a non-agent real estate venture. 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 mix of non-discretionary and discretionary investment services, utilizing multi-asset model portfolios and alternative investment options through a centralized, integrated operational structure.

Brett Olson is a financial advisor with Charles Schwab and holds Series 66 and Series 63 licenses. He has nine years of industry experience, including roles at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank, SSB since 2025. Prior to his finance career, he worked at Pottery Barn Park Meadows from 2015 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 supported by multi-asset model portfolios and access to alternative investments, combining scale with an integrated operational structure.

Stephen Choi is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 65 and Series 63 designations. His work history includes roles at Charles Schwab Premiere Bank, Charles Schwab Trust Bank, OptionsXpress, Inc., and Charles Schwab Bank, SSB. 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 guidance, supported by multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Mitchell Bickmire is a CFP®-certified financial advisor with Charles Schwab, based in Lone Tree, CO, and has five years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as previously at Avis Budget Group 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 a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm’s integrated structure and multi-asset model portfolios support a large client base with centralized supervisory and custody services.

Kristina Frederick is a financial advisor at Charles Schwab with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Charles Schwab & Co., Inc., she worked in education and healthcare-related roles, including positions at Pima Medical Institute and Denver Public Schools. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by dedicated research and alternative investment due diligence.

Stephen Lemeshewsky is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Charles Schwab since 2016 and also worked at Schwab Wealth Investment Advisory, Inc. Prior to that, he held roles at Charles Schwab Bank SSB and Charles Schwab Premier Bank since 2025. Charles Schwab & Co., Inc. serves a large client base, mainly 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 guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Timothy Glass is a CFA® charterholder with 19 years of industry experience. He has been with Charles Schwab since 2006 and previously worked at TD Ameritrade from 2021 to 2024. He is also affiliated with Brothers Glass Investments, where he has been involved since 2005. 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 offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios, formal alternative investment processes, and integrated custody and brokerage services.

Kristi Schliewe is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. She has been with Charles Schwab since 2015. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset strategic allocation approach supported by research and due diligence on alternative investments.

Janet Vaneman is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Her prior work includes roles at Uber Eats, Financial Synergies Wealth Advisors, and the S.M. Tracy Herbarium, as well as a decade 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 advisory relationships with access to affiliated discretionary SMA portfolios, supported by its scale and integrated operational structure.

Adriana Guez is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017, following roles at BBVA Securities, BBVA Wealth Solutions, BBVA Compass Insurance Agency, Compass Bank, GWFS Equities, and Great West Financial. 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, leveraging multi-asset model portfolios and a formal alternative-investment process.

Philip Cenedella is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes six years at Wells Fargo and a year at the University of Colorado Denver. Outside of finance, he is a musician and band manager, performing as a guitarist and vocalist and managing show promotions. 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 advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Davis Rutledge is a financial advisor with Charles Schwab in Lone Tree, CO, holding a Series 66 designation and eight years of industry experience. Prior to joining Schwab in 2018, he worked at AXA Advisors, LLC and had roles at Chipotle Mexican Grill and Grimaldi's Pizzeria. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. Schwab combines non-discretionary investment guidance with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research and a formal alternative-investment program.

Jonathan Zuckerman is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at Charles Schwab since 2013 and at 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Amel Topic is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Charles Schwab in Lone Tree, CO. Prior to joining Schwab in 2026, Amel worked at Fidelity Investments for six years and has experience in the senior living sector with Brookdale Senior Living and Life Care Centers of America. 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 and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Mary Baker is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Charles Schwab since 2015. 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 supervisory and custody arrangements.

Ian Odya is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding a Series 66 designation and having seven years of industry experience. He has been with Charles Schwab since 2017 and worked previously at OptumRx for one year. 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, utilizing multi-asset model portfolios and comprehensive due diligence processes.

Michael Freed is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and having two years of industry experience. Prior to joining Schwab in 2023, he worked in various roles including mortgage services and positions at Amazon and SitusAMC. 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 buy/sell recommendations and access to discretionary separately managed accounts, using multi-asset model portfolios and research from its financial research center.

Jeffrey Allen is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2015. 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 separately managed accounts and provides centralized custody, brokerage, and cash-sweep services.