Michael Wetterer is a CFP® professional with 28 years of industry experience. He has been with Charles Schwab since 2009. 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 an integrated platform of advisory, brokerage, custody, and cash-sweep services.

Samantha Cohen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her career includes roles at Wells Fargo and various Charles Schwab entities since 2010. She is currently based in Castle Rock, CO. 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 centralized operational and supervisory infrastructure.

Tyson Quade is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2007. Schwab 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 provides integrated advisory, brokerage, custody, and cash-sweep services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

Michael Lind is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at various Charles Schwab entities since 1995, including the Trust Bank and Premiere Bank divisions. 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and has a distinctive integrated structure that supports a large client base with centralized supervisory and custody arrangements.

Robert Fleming is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2003, including a role at Charles Schwab Investment Advisory, Inc. in 2020. Fleming also worked at Douglas County High School from 2014 to 2017. Charles Schwab & Co., Inc. serves a large client base of 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 and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

Brian Arietti is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC, where he is affiliated, offers investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it also holds a unique position as a registered commodity pool operator with advisory roles to multiple registered investment companies.

Jonathan Englert is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2000. Outside of finance, he is also an artist who sells his own artwork. 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, combining non-discretionary client relationships with access to affiliated discretionary portfolios and offering a range of integrated brokerage, custody, and advisory services.

James Schlueter is a CFP® certificant with 11 years of industry experience, currently serving at Charles Schwab in Lone Tree, Colorado. He has worked at Charles Schwab since 2014 and Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset allocation approach and centralized operational infrastructure.

Gary Rice is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has previously worked at USAA in various financial planning and investment management roles. Outside of his advisory work, he owns a rental property business, Hampton Blue Rentals, LLC. 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 combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Thomas Byrne is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Charles Schwab since 2017 and previously at Private Advisor Group, LLC and LPL Financial from 2012 to 2017. Charles Schwab & Co., Inc. primarily serves 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 research and alternative investment options.

Clay Mitchell is a CFA® charterholder with 20 years of industry experience. He is currently with Charles Schwab in Lone Tree, CO, where he has worked since 2021, following a decade at Foreside Fund Services and Cambiar Investors. He serves as a Trustee for Trinity United Methodist Church. Charles Schwab serves a large client base of 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 solutions supported by comprehensive research and a multi-asset model portfolio approach.

Seth Swenson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Viasat Inc. and various positions within Pepsico Beverages Canada. Charles Schwab 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Katelyn Dolson 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. She 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and supervisory functions.

Peter Koerner is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017. Prior to that, he spent ten years with TIAA-CREF and TIAA. 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 relationships with access to discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by centralized supervision and integrated custody services.

William Shepherd is a financial advisor with Fisher Investments who holds a Series 65 credential and has 19 years of industry experience. He has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Aaron Pinkerton is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and previously worked at various USAA-affiliated companies from 2011 to 2025, including financial planning and investment services roles. Charles Schwab & Co., Inc. serves 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 offers both non-discretionary guidance and access to discretionary separately managed accounts, combining scalable advisory solutions with centralized custody and order-routing capabilities.

Daniel Roth is a financial advisor at Charles Schwab with 30 years of industry experience. He has been with Charles Schwab since 1999 and holds Series 63 and Series 66 registrations. 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 investment guidance and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with alternative investment options and centralized operational support.

William Murray is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Charles Schwab since 2008, including tenure at Charles Schwab Bank since 2009. 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 managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios, strategic asset allocation, and a formal alternative-investment onboarding process.

Branko Banic is a financial advisor at Charles Schwab with 17 years of industry experience. He has been with Charles Schwab since 2011 and holds Series 63 and Series 66 licenses. 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 relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by proprietary research and due diligence on alternative investments.

Bruce (Brett) Emmeluth Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2022, following 13 years at First Financial Equity Corporation, three years at Merrill, and two years at Morgan Stanley DW Inc. Outside of his advisory role, he is involved in a separate business entity, Castle Pines Investment Advisors LLC, established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a broad network of advisors, supported by proprietary research and third-party asset management platforms.