Elizabeth Cooke is a financial advisor at Charles Schwab with 39 years of industry experience. She has been with Charles Schwab since 1999 and 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 both non-discretionary and discretionary investment options, combining centralized supervisory and custody services with access to multi-asset model portfolios and alternative investments.

Christopher Leotta is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes 12 years at TD Ameritrade before joining Charles Schwab in 2022. 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.