Rachel Ludke is a Series 66 licensed financial advisor with Charles Schwab & Co., Inc., where she has worked since 2018. She has four years of industry experience and is based in Truckee, California. Outside of her advisory role, she serves as secretary and treasurer for Deerfield Community Church, a nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management via multi-asset model portfolios and affiliated managed accounts.

Nathan Farnell is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Charles Schwab since 2017. Prior to Schwab, he worked at Questar Asset Management and Questar Capital Corporation from 2012 to 2017. Outside of his advisory role, he serves as president of Cowboy Holdings, a corporation that manages administrative functions for his independent Schwab office. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Jordan Mc Elroy is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously served in the US Army for ten years. Outside of his advisory role, he has been involved with the Auburn Ski Club since 2018. 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 offers a multi-asset investment approach supported by in-house research and an alternative investments program.