Adam Clarke is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at Charles Schwab since 2008, including a nine-year tenure 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 non-discretionary and discretionary investment options supported by a large, integrated infrastructure and centralized services.

Judson Just is a financial advisor at Charles Schwab with 21 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Charles Schwab in 2017, he worked at 1492 Capital Management, LLC 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 a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Walter Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He is currently with Charles Schwab & Co., Inc., where he has held various roles since 2018, including positions at Charles Schwab Trust Bank and Charles Schwab Investment Advisory, Inc. Prior to Schwab, he worked at OppenheimerFunds Distributor, Inc. from 2016 to 2018. 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 model portfolio approach supported by centralized custody and operational infrastructure.

Shane Smith is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several Schwab entities since 2018, as well as at Transamerica Capital and Oppenheimerfunds Distributor earlier in his career. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its integrated structure and scale, supporting hundreds of thousands of clients with a range of advisory, brokerage, custody, and financial planning services.

Daniel Jensen is a financial advisor with Charles Schwab in Parker, Colorado, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Charles Schwab since 2010 and Charles Schwab Bank since 2012. Outside of his advisory role, he is an investor in a merchandise resale business and also manages rental properties. 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Maggie Gomez is a financial advisor with Charles Schwab in Parker, CO, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with Charles Schwab since 2007. Outside of her advisory role, she manages a rental property in Englewood, CO. Charles Schwab 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 models with access to affiliated discretionary separately managed accounts, supported by a large integrated operational platform.