Rockford Wirth is a financial advisor at Charles Schwab with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Brokerage Services, JPMorgan Chase, and TD Ameritrade. 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, combining non-discretionary advisory with access to discretionary separately managed accounts and alternative investment offerings.

Abdul Jaleel Awini is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Charles Schwab, he worked at Empower Financial Services, NYLIFE Securities, and New York Life Insurance Company, among other roles. 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 multi-asset investment approach supported by in-house research and alternative investment options.

Brady Bruns is a financial advisor with Charles Schwab who holds the Series 63 and Series 66 designations and has 25 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank, SSB 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 related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and a formal alternative investment process.

Nathan Wankel is a CFP® certificant with two years of industry experience, currently serving at Charles Schwab in Lone Tree, CO. His prior work includes roles at Charles Schwab Bank and New Heights Investment Group, among other positions outside the financial sector. 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 centralized custody, brokerage, and alternative investment due diligence.

David Artusi is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Charles Schwab since 2007 and Charles Schwab Bank since 2010. Outside of his advisory role, he serves as president of The AdAmAn Club, an organization that organizes an annual climb up Pikes Peak on New Year’s Eve, and is a board member of the Trails and Open Space Coalition in Colorado Springs. 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 a multi-asset model portfolio approach and integrated custodial and brokerage services.

Garrett Waltermire is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2019. Prior to joining Schwab, he was at the University of Colorado Boulder from 2013 to 2017. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts managed by an affiliate, and it operates a multi-asset model portfolio approach supported by dedicated research and alternative investment offerings.

Jerry Ho is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his current role at Charles Schwab, he worked at Northwestern Mutual and has experience in the restaurant industry. He also owns and manages a rental property. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Timothy Chommala is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 credential and has been with Charles Schwab since 2017, including time at Charles Schwab Bank, SSB. Prior to Schwab, he worked at Mercedes Benz of Westminster and Nordstrom. 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 separately managed accounts and offers a multi-asset investment approach supported by research and a formal alternative-investment process.

Joseph Mccleskey is a financial advisor with Charles Schwab in Lone Tree, Colorado. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Mccleskey has worked at Charles Schwab and Charles Schwab Bank since the early 1990s and mid-2000s, respectively. 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 guidance using multi-asset model portfolios and conducts due diligence on alternative investments via its Alternative Investments Select program.

Nathan Gill is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and Zacks Investment Management. He also has brief experience in roofing and insurance sectors. 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 strategies and a formal alternative-investment process, serving a large client base with integrated brokerage, custody, and advisory services.

Regan Kerr is a Series 66 credentialed financial advisor with Charles Schwab who has two years of industry experience. Prior to joining Schwab, Regan worked at Lululemon and has spent multiple years dedicated to full-time education. 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 mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized custody and operational support.

Steven Higgins is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Charles Schwab since 1995 and at Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advice with access to discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments, supported by a large-scale integrated operational structure.

Michael Irgens is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with Charles Schwab since 2004. 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 multi-asset model portfolios and a formal alternative-investment program.

John Flanagan is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been associated with various branches of Charles Schwab since 2009, including Charles Schwab Premier Bank and Charles Schwab Bank, SSB. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Brent Swanberg is a financial advisor with Charles Schwab, holding a Series 66 designation and possessing nine years of industry experience. He has worked with Charles Schwab Bank since 2017 and with Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, he serves as an assistant track and field coach specializing in the high jump at Valor Christian High School. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a central operational structure.

Leslie Cooper is a financial advisor at Charles Schwab with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1999, including roles at Charles Schwab Bank since 2011. 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 centralized operational structure.

Michael Elam is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2005. 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 alternative investment programs, supported by a large, integrated operational structure.

Jared Michaelis is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 65 and Series 63 designations and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Charles Schwab and Charles Schwab Bank in 2022. 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 advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and due diligence on alternative investments.

Scott Dulgarian is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding a Series 66 designation and 19 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory, brokerage, and custody services delivered via its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and applies a multi-asset model portfolio approach supported by centralized operations.

Jeffrey Simmons is a financial advisor with Charles Schwab in Lone Tree, Colorado. He holds the Series 63 and Series 66 designations and has 32 years of industry experience. Simmons has been with Charles Schwab and its affiliated bank since 2003 and 2005, respectively. 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 a large client base with integrated advisory, brokerage, custody, and cash-sweep services, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Michael Lobato is a CFP® professional with six years of experience in the financial industry. He is currently affiliated with Charles Schwab in Lone Tree, CO, where he has worked since 2017, including roles at Charles Schwab Bank and several wealth management firms. 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 related managed accounts and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and alternative investment due diligence.

Rance Mc Dougald is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has worked at Charles Schwab for 30 years. Outside of his advisory role, he is a voice actor appearing in radio and TV commercials and also performs as a drummer and vocalist for the band Dead Cat Bounce, where he also books venues. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of investment advisory, brokerage, custody, and financial planning services through integrated wrap fee programs and managed accounts. The firm’s approach combines non-discretionary advisory services with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investment options.

Michael Oserow is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2013 and 2015, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and employs a multi-asset model portfolio approach with centralized custody and operational support.

Serif Denktas is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at TD Ameritrade Inc. and multiple Charles Schwab entities since 2010. He serves on the Board of Advisors for the University of Colorado at Denver's Business School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its wealth advisory and managed-account services, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts within a large, integrated operational structure.

Andrew Bergner is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 66 and Series 63 licenses and with three years of industry experience. His background includes roles at Charles Schwab Bank, Wilhelmina Denver, Transamerica-WFG, and the Denver Police Department. 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 affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and a centralized operational structure.

Grant Mc Ginty is a CFP® professional with six years of experience in financial advising. He is currently affiliated with Charles Schwab, where he has worked since 2019 in various roles across Schwab’s brokerage and banking divisions. Prior to joining Schwab, he held advisory positions at firms including Purshe Kaplan Sterling Investments and Concurrent Investment Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts. The firm combines integrated brokerage, custody, and advisory services with a focus on multi-asset portfolios and alternative investments.

Ryan Bernard is a Series 66 licensed advisor with Charles Schwab in Lone Tree, Colorado, bringing 10 years of industry experience. He has been with Charles Schwab since 2015 and with 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’s investment approach combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, multi-asset model portfolios, and a formal alternative-investment selection process.

Jonathon Miller is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work includes roles at J.P. Morgan Chase and Bed Bath & Beyond. 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 solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Nam Choi is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been affiliated with Charles Schwab since 1996 and Charles Schwab Bank since 2008. 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 investment approach supported by research and due diligence on alternative investments.

Brandon Tate is a Series 66 licensed advisor with Charles Schwab, based in Lone Tree, Colorado, and has one year of industry experience. Prior to joining Schwab, he spent eight years at The Travelers Companies, Inc. Outside of his advisory role, he owns and manages a real estate rental business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining advisory, brokerage, custody, and cash-sweep services in an integrated structure that offers both non-discretionary and discretionary investment management options.

Remy Bolea is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2011 and also works at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s approach combines non-discretionary advisory services with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investment options.

Jordan Blaylock is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at Charles Schwab Bank, SSB since 2021 and at Charles Schwab & Co., Inc. 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 and discretionary investment management with multi-asset model portfolios and a centralized operational structure.

Victoria Rogala is a financial advisor at Charles Schwab with eight years of industry experience. She holds the Series 66 designation and has worked at various Schwab entities and TD Ameritrade between 2017 and the present. Rogala 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Thomas Murray is a CERTIFIED FINANCIAL PLANNER™ professional with 26 years of industry experience, currently serving at Charles Schwab in Lone Tree, Colorado. He has worked with Charles Schwab and Charles Schwab Bank since 2000 and 2005, respectively. Outside of his advisory role, he owns a residential property in Nashville that is leased on a long-term basis. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Andrea Mc Conlogue is a financial advisor at Charles Schwab with 16 years of industry experience. She has been with Charles Schwab since 2009 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is a member and manager of two legal entities established to protect personal assets related to her husband's business. 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 non-discretionary client relationship model with access to discretionary separately managed accounts and employs multi-asset model portfolios with ongoing investment guidance.

Michael Leupold is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His career includes roles at USAA Financial Advisors and USAA Investment Management Company prior to joining Charles Schwab in 2020. 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 supported by research from the Schwab Center for Financial Research.

Tristyn Gebhardt is a financial advisor with Charles Schwab in Lone Tree, CO, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience and has been with Charles Schwab and Charles Schwab Bank since 2007 and 2010, respectively. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by centralized custody and order-routing operations.

Jack Moore III is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 designations and totaling 25 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016, including five years at Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s model integrates non-discretionary client relationships with access to affiliated discretionary separate managed accounts and provides multi-asset model portfolios supported by research and due diligence.

Sarah Beckett is a CFP® professional with 18 years of industry experience, currently with Charles Schwab. Her work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and TD Ameritrade. Outside of her advisory role, she is self-employed. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.