Laura Berg is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Her prior roles include positions at Cadaret Grant & Co., Inc., Fidelity Brokerage Services LLC, and Centaurus Financial, Inc. She is also the owner of Laura Berg Creative, LLC, a business unrelated to investment advisory services. 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 through a large network of investment adviser representatives, employing model portfolios, third-party subadvisors, and customized strategies.

Nathan Wankel is a CFP® certificant with two years of industry experience, currently serving at Charles Schwab in Lone Tree, CO. His prior work includes roles at Charles Schwab Bank and New Heights Investment Group, among other positions outside the financial sector. 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 advice and access to discretionary separately managed accounts, supported by centralized custody, brokerage, and alternative investment due diligence.

Bohdan Tostanoski is a financial advisor at Charles Schwab & Co., Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience at Fidelity Investments and Allied Universal. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of wrap fee advisory, brokerage, custody, and financial planning services through its integrated wealth management programs. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios with ongoing investment reviews.

Alexander Outzen is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 63 and Series 66 credentials with eight years of industry experience. Prior to joining Charles Schwab in 2018, he worked in education and healthcare roles, including positions at Colorado Early Colleges, Centennial Peaks Hospital, and Garden Autism Services, Inc. Outside of his advisory work, he serves as a goaltending coach for the Littleton Hockey Association. 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 a large-scale, integrated structure with both non-discretionary advice and discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investment program.

Matthew Brizes is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His work history includes varied roles outside of finance, such as marketing services and ski and snowboard instruction. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Read Otto is a financial advisor at Osaic Wealth Inc. with 12 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at First Command Advisory Services and affiliated First Command entities from 2014 to 2023. He is the owner and founder of NMRC LLC dba Escape Velocity Financial Planning and is a licensed insurance agent specializing in fixed insurance and annuity products. Otto is also a Colorado public notary, providing notary services to his clients. Osaic Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors and multiple platforms. The firm offers brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Robyn Vincent is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2007 and 2014, respectively. Outside of her advisory role, she has a small real estate and property management business. 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 offers a blend of non-discretionary and discretionary investment options supported by centralized custody, order routing, and due diligence on alternative investments.

Austin Lewis is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including a prior role at Mattress Firm. He has been with Charles Schwab 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment due diligence within an integrated operational structure.

Ryan Nathan is a financial advisor with Edward Jones in Castle Rock, CO, holding Series 63 and Series 66 licenses. He has 25 years of industry experience, including 10 years with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large network of advisors and branch offices, with approximately $1.01 trillion in assets under management.

David Artusi is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Charles Schwab since 2007 and Charles Schwab Bank since 2010. Outside of his advisory role, he serves as president of The AdAmAn Club, an organization that organizes an annual climb up Pikes Peak on New Year’s Eve, and is a board member of the Trails and Open Space Coalition in Colorado Springs. 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 both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach and integrated custodial and brokerage services.

An Hoang is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Charles Schwab since 2014. 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 client relationships with access to discretionary separately managed accounts, offering a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Nathan Peyer is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He worked at Fidelity Brokerage Services, LLC from 2013 to 2021 before joining Schwab in 2021. Outside of his advisory role, he owns residential rental properties in Colorado Springs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment solutions supported by a large, integrated platform.

Dawnn Lone is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and 36 years of industry experience. She has been with Charles Schwab since 2006. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

Rachel Goodman is a financial advisor with Edward Jones in Castle Pines, Colorado, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in real estate with several Sotheby’s brokerages and other firms from 2017 to 2024. Outside of finance, she occasionally engages in light acting and modeling for lifestyle and hotel property photography through a talent agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Brooke Davis is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, she held roles at Magnolia Medical Group and worked as a nanny for a private family. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and institutional investors.

Tanner Bloomer is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, CO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Edgewater Beer Garden and Bassett and Associates, as well as a background in full-time education. 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 client relationships with access to discretionary separately managed accounts, offering a multi-asset investment approach supported by centralized custody and operational infrastructure.

Branden Faircloth is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 65 and Series 63 designations and has held positions at Charles Schwab since 2018, with additional experience at firms including HSO Proserv and Waddell & Reed. Outside of finance, he is a co-owner of BCOMFY LLC, a company that designs and sells clothing for chemotherapy patients. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering bundled advisory, brokerage, custody, and cash-sweep services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and conducting due diligence on alternative investments.

Tod Reams is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Charles Schwab since 1993. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Philip Wilson is a CFP® with 34 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2026, following prior roles at Financial Engines Advisors L.L.C. and Mutual Securities, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified portfolio management and fiduciary services under ERISA.

Christopher Wells is a financial advisor at Charles Schwab with 15 years of industry experience. His background includes roles at Charles Schwab Trust Bank, Charles Schwab Premiere Bank, Charles Schwab Bank, and National Planning Corporation. He holds Series 63, Series 65, and Series 66 designations. 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 offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.