Kimberly Higgins is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include six years at TD Ameritrade and positions at Nebraska Furniture Mart, Maresco's, and Avantas. 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 utilizes multi-asset model portfolios backed by in-house financial research and due diligence on alternative investments.

Colton Davis is a financial advisor at Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses with four years of industry experience. He previously worked at TD Ameritrade and has a varied employment history including roles outside the financial 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Grant Newman is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Northwestern Mutual. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program, employing a primarily non-discretionary client relationship model supplemented by access to affiliated discretionary managed accounts.

Alexander Barbe is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab since 2023 and previously spent seven years at TD Ameritrade. Prior to his financial services career, he was employed at Orthoquest for three years. 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 investment guidance and access to discretionary separately managed accounts, combining scale with integrated brokerage, custody, and advisory services.

Mark Olson is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at TD Ameritrade, Cetera Advisor Networks, Carson Group Partners, and TD Waterhouse Investor Services. Charles Schwab 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’s investment approach includes both non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Jack Lemke is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. He previously worked at TD Ameritrade from 2013 to 2022 before joining Charles Schwab. Outside of his advisory role, he serves on the alumni association board for Benson High School, participating in Hall of Fame nominations, class reunions, and donation allocation decisions. 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 with a multi-asset model portfolio approach and centralized operational support.

Cole Ragland is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023, with prior roles at TD Ameritrade, Inc. and Northwestern Mutual. Based in Omaha, NE, Ragland’s career includes positions at Charles Schwab Bank and Charles Schwab Premier Bank. 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 solutions supported by centralized custody, supervisory services, and a comprehensive alternative investment program.

Casey Comstock is a financial advisor at Charles Schwab with nine years of industry experience. He previously worked at TD Ameritrade and has been involved with AdvoCare, a health and nutritional company, for over a decade. Outside of finance, he serves as a church planter and lead pastor at Crossover Church and sells Lego mini-figures on the Whatnot app. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to affiliated discretionary managed accounts. The firm’s scale and integrated service model include wrap advisory, brokerage, custody, and cash-sweep services.

Brian Kooienga is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 license and bringing 12 years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank. Outside of his advisory work, he assists with a family retail business selling cooking supplies, helping with communications and logistics. Charles Schwab & Co. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach.

James Hix is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Charles Schwab & Co., Inc., having joined in 2025 following prior roles at Ameritas Advisory Services, LLC and Ameritas Investment Corp. 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 solutions supported by multi-asset model portfolios, formal due diligence processes, and centralized operational infrastructure.

Michael Meyer is a financial advisor with Charles Schwab in Omaha, NE, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at TD Ameritrade, Alarm.com, and Amazon. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions with integrated brokerage, custody, and advisory services.

Dustin Hageman is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having nine years of industry experience. His work history includes roles at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. Prior to his finance career, he also worked in education and the food service industry. 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process within an integrated operational structure.

Daniel Clauson is a financial advisor with Charles Schwab in Omaha, NE, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, Pacific Select Distributors Inc, and Pacific Life Insurance Company. He has been with Charles Schwab and its bank affiliate since 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative investments program.

Anthony O Donnell is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, he was involved in entrepreneurial activities with ODonnell Properties and worked at Peers AutoWorks. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm combines centralized custody and brokerage services with a multi-asset investment approach supported by dedicated research and alternative investment options.

Christopher Thelen is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 18 years at TD Ameritrade before joining Charles Schwab in 2024. 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 provides multi-asset model portfolios along with a distinctive integrated operational structure.

Jason Bequette is a financial advisor with Charles Schwab holding a Series 66 designation and 19 years of industry experience. He previously worked at TD Ameritrade for 20 years and operates Ocean Tied Creative, a graphic design business providing print, web, and video services. Charles Schwab & Co. 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 SMAs, supported by multi-asset model portfolios and a centralized operational structure.

Collin Bednar is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Nebraska Nutritional Vending. He has also been involved with the Marcus Majestic Theater. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining wide-ranging advisory capabilities with centralized custody and operational support.

Derek Coulter is a financial advisor with Charles Schwab based in Omaha, NE, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at TD Ameritrade from 2007 to 2023 before joining Charles Schwab in 2023. 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. Schwab offers a mix of non-discretionary and discretionary investment options, employing multi-asset model portfolios and centralized custody and supervisory arrangements.

Anthony Amodeo is a financial advisor at Charles Schwab in Omaha, NE, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab and TD Ameritrade, among other firms. Outside of finance, Amodeo owns and operates Tony's Lawn Service, a lawn care and landscaping business he started in 1996. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Bryan Bender is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He has worked at Charles Schwab Bank since 2025, Charles Schwab & Co. since 2022, and Ameritrade from 1999 to 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 advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated custody, brokerage, and cash-sweep services.