Lonnie Struckman is a Series 66-licensed financial advisor with Charles Schwab, based in Sioux Falls, SD, and has 28 years of industry experience. He has been with Charles Schwab since 2016. 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 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.

Zachary Hanson is a financial advisor with Charles Schwab who holds a Series 66 designation and has nine years of industry experience. Prior to joining Schwab in 2018, he worked at Bank of America and Merrill Lynch. He also has a background working at Creighton University. 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 models with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investment review process.