Shane Chavez is a CFP® and ChFC® with 30 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously spent 11 years with FSC Securities Corporation. Outside of financial advising, he is also a musician and operates a tax preparation business as a sole proprietor. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, with a range of portfolio management options and access to both proprietary and third-party investment strategies.

Michael Sorensen is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at T Rowe Price and Merrill Lynch Pierce, Fenner & Smith Incorporated. 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 advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Chase Breslaw is a CFP® professional affiliated with Charles Schwab, with seven years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2022. Prior to that, he held roles at Uber and Colorado State University. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Eric Biga is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 66, Series 63, and Series 65 licenses and bringing 11 years of industry experience. He has been with Charles Schwab since 2014 and Charles Schwab Bank since 2021. Outside of his advisory role, he serves as a trustee on the board of Youth For Understanding USA, a nonprofit organization. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Stephen Moran is a financial advisor at Charles Schwab in Lone Tree, CO, holding Series 66 and Series 63 licenses with four years of industry experience. His prior work includes roles at the Department of Human Services and Jamie Russell State Farm. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocation and ongoing due diligence.

Jorge Osuna Moya is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked at T. Rowe Price Investment Service, Inc. and Wells Fargo Bank, N.A. He has been with Charles Schwab and its affiliated bank since 2017. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Center for Financial Research.

Michael Reither is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes eight years at RBC Capital Markets and six years at Wells Fargo Advisors LLC. Outside of his advisory role, he is the managing member of Regal Roses LLC, where he oversees rental property management activities. 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, offering a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Robyn Goodenow is a financial advisor with Edward Jones in Parker, CO, holding CFP®, ChFC®, and Series 66 credentials, and has five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Pure Romance for 13 years. Outside of her advisory role, she is a property owner in Fountain, CO. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a network of more than 23,700 advisors. The firm offers a range of investment advisory programs and maintains affiliated capabilities beyond advisory services, including a trust company and proprietary mutual funds.

Penny Bartlett is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Charles Schwab Bank, SSB and Charles Schwab since 2006. 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 operates a dual-registered broker-dealer and investment adviser model, offering a mix of non-discretionary guidance and access to discretionary separately managed accounts through its integrated, large-scale platform.

Ronald Hooper is a financial advisor at Charles Schwab in Lone Tree, Colorado, with 17 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, using multi-asset model portfolios and due diligence on alternative investments within an integrated, large-scale operational structure.

Natasha Brewton is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She partners with individuals and families to create, implement, and monitor financial plans tailored to their unique goals, aiming to instill confidence in their financial futures. Her career at Fidelity Investments began in 2017 as a Financial Representative. She has held multiple roles within the company, including Investment Solutions Representative, Relationship Manager, and Investment Consultant, gaining diverse experience in financial planning and investment strategies. Outside of her professional work, Natasha enjoys family activities, horseback riding, outdoor adventures, reading, skiing, and traveling.

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.

Rockford Wirth is a financial advisor at Charles Schwab with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Brokerage Services, JPMorgan Chase, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory with access to discretionary separately managed accounts and alternative investment offerings.

Crosby Tague is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF and PIN Business Network. 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 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 alternative investment options.

Michelle Slagell is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Oppenheimerfunds Distributor, Inc. for 20 years and Invesco. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Erik Larson is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank since 2024. His prior roles include positions at Travis Henderson State Farm and Rocky Mountain Cancer Centers. 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 multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Ilona Slavkin is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Charles Schwab since 2006 and concurrently at BMH CORP. since 2017. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and formal alternative investment processes.

Hayley Tuggle is a financial advisor at Charles Schwab with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB since 2020, with prior experience at University of Kansas Athletics. 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 centralized operational structure supporting its large client base.

Andrew Duggan is a CFP® with five years of industry experience, currently working at Charles Schwab. His prior roles include positions at Charles Schwab Bank, International Car Wash Group, Project Resources Group, and the University of Alabama. 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 guidance and access to discretionary separately managed accounts, supported by centralized custody and order routing.

Natalie Mahler is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes 23 years at Merrill and 4 years at Stifel Nicolaus & Co Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.