Katelyn Dolson is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Charles Schwab since 2014. 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 using multi-asset model portfolios and centralized custody and supervisory functions.

Peter Koerner is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017. Prior to that, he spent ten years with TIAA-CREF and TIAA. 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 discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by centralized supervision and integrated custody services.

Aaron Pinkerton is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and previously worked at various USAA-affiliated companies from 2011 to 2025, including financial planning and investment services roles. 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 both non-discretionary guidance and access to discretionary separately managed accounts, combining scalable advisory solutions with centralized custody and order-routing capabilities.

Daniel Roth is a financial advisor at Charles Schwab with 30 years of industry experience. He has been with Charles Schwab since 1999 and holds Series 63 and Series 66 registrations. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with alternative investment options and centralized operational support.

William Murray is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Charles Schwab since 2008, including tenure at Charles Schwab Bank since 2009. 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 managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios, strategic asset allocation, and a formal alternative-investment onboarding process.

Branko Banic is a financial advisor at Charles Schwab with 17 years of industry experience. He has been with Charles Schwab since 2011 and holds Series 63 and Series 66 licenses. 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 with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by proprietary research and due diligence on alternative investments.

Calan Olson is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Schwab, Olson worked at Decktec and spent nine years at Heritage Eagle Bend Golf Club. He currently operates out of Lone Tree, Colorado. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized operational and custody services.

Joshua Wallace is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining Charles Schwab in 2019, he served in the US Marine Corps for 23 years and held positions at Colorado State University and Air Methods Corporation. 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, offering a mix of non-discretionary and discretionary investment services with integrated brokerage, custody, and advisory functions.

Adam Lassanske is a CFP® professional with 17 years of industry experience, currently serving at Charles Schwab since 2007. He holds Series 63 and Series 66 licenses 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 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, utilizing multi-asset model portfolios and an integrated operational structure.

William Freeman is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Schwab entities since 2011, including Schwab Wealth Advisory for 10 years and Charles Schwab Premier Bank and Charles Schwab Bank, SSB since 2026. 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 due diligence on alternative investments.

Paul Laderer is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017, as well as prior experience at National Planning Holdings, Inc. and Trust Company of America. 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, utilizing multi-asset model portfolios and centralized operational support.

Devin Heitman is a CFP® with 12 years of industry experience, currently advising at Charles Schwab in Lone Tree, CO. He previously worked at Nuveen, A TIAA Company and TIAA from 2014 to 2021. 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 discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Ian Sukle is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Robinhood Markets, KeyBank, and Northwestern Mutual. He has also engaged in entrepreneurial activities, including running Sukle Advertising and Design and working at Smiling Moose Rocky Mountain Deli. 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 models with access to discretionary strategies, supported by centralized supervision and a broad operational platform.

Brian Shepard is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Charles Schwab since 2013, including seven years at Schwab Private Client Investment Advisory, Inc. 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 client relationship model with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and centralized operational support.

Mary Mc Owen is a financial advisor at Charles Schwab with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018, following four years at Scottrade. Outside of her advisory role, she is the president of M. Smith Consulting Services LLC, a consulting business she owns. 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 a largely non-discretionary client relationship model with access to discretionary separately managed accounts and offers integrated advisory, brokerage, custody, and cash-sweep services.

Eric Fredrickson is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2013. 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by in-house research and a formal alternative-investment program.

Ethan Evjen is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Spicer Jeffries and the University of Colorado. Outside of his advisory role, he is a hockey referee for youth and adult games through USA Hockey. 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 offers multi-asset model portfolios supported by centralized oversight and research.

Chelsea Gegan is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Charles Schwab since 2020 and previously held multiple roles at USAA entities from 2014 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining brokerage, custody, and advisory services with a client relationship model that includes both non-discretionary advice and access to affiliated discretionary separately managed accounts.

Casey Wentler is a financial advisor with Charles Schwab based in Lone Tree, CO, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has worked at various Charles Schwab entities since 1995, including Schwab Bank and Schwab Trust Bank, as well as Optionsxpress, Inc. from 2014 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 combines non-discretionary advisory relationships with access to discretionary SMA portfolios and offers an integrated approach featuring centralized custody, brokerage, and cash-sweep services.

Scott Samuels is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2003, including seven years with Schwab Private Client Investment Advisory, Inc. 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 related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining a large client base with integrated custody and advisory services.