Sam Rodgers is a CFP® professional with Series 65 and Series 63 licenses, affiliated with Charles Schwab. He has four years of industry experience, including five years at Charles Schwab Bank and Charles Schwab, and previously worked eight years with H&F Productions LLC/Hallmark Channel. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 and discretionary investment management with strategic asset allocation, alternative investment due diligence, and integrated custody and brokerage services.

Noah Aragon is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Firestone Walker Brewing Company and iFixit, among other businesses in diverse 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 discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by research and due diligence.