Colleen Berryman is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at 49 Financial and AXA Advisors, LLC. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s approach blends primarily non-discretionary guidance with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investment due diligence.

Ignacio Martinez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2008 and currently works with Schwab Retirement Plan Services, Inc. since 2016. Based in Austin, TX, his career has centered on retirement plan services within the Schwab organization. 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’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Michael Menconi is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2008, including time at Charles Schwab Bank, SSB. 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 non-discretionary client relationship model with access to discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

Chris Moreland is a Financial Consultant currently working at Fidelity Investments since 2023. He partners with clients to design and execute financial blueprints for their retirement, focusing on developing, implementing, and maintaining comprehensive plans aimed at achieving long-term financial goals. His professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, Sales Supervisor at Kestra Financial from 2011 to 2022, and Financial Planner at Raymond James from 2007 to 2010.

Jason Mcdonald is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maxwell Clark is a CFP® with 16 years of industry experience, currently with LPL Financial since 2020. His prior experience includes roles at Cetera Advisor Networks and Aspect Wealth Management. Outside of advisory, he is a business owner of Mining Ventures, LLC and Technology Distribution International, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad platform including financial planning, model portfolios, third-party asset management, and institutional solutions.

David Duly is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as Fidelity Brokerage Services LLC. Based in Austin, TX, he has been with Schwab since 2017. Charles Schwab & Co., Inc. 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. The firm offers primarily non-discretionary investment guidance alongside access to discretionary separately managed accounts, combining multi-asset model portfolios and alternative investment offerings with a centralized operational structure.

Aaron Myers is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he held various positions in hospitality and retail, including at Mia Italian Tapas & Bar and L'auberge Casino Resort. Charles Schwab 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Matthew Orgass is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 10 years of industry experience. His career includes roles at TD Ameritrade, Guardian Life Insurance Company, Park Avenue Securities, and Merrill Lynch. He has been with Charles Schwab since 2021. 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 a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Wayne Denson is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brian Sockow is a Series 66-licensed financial advisor with six years of industry experience, currently with Charles Schwab since 2021. Prior to joining Schwab, he worked at Hantz Financial Services and held roles outside the financial industry at Skyzone and Kohl's. 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. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, supporting investments with multi-asset model portfolios and research from Schwab Center for Financial Research.

Ivan Herrera is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab Bank, Bank of America, and Merrill. 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 both non-discretionary advisory services and access to discretionary separately managed accounts, employing multi-asset model portfolios and comprehensive investment research.

Klinton Mc Coy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Charles Schwab since 2009, following three years at TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions with a multi-asset and model portfolio approach supported by centralized custody and operational resources.

Jennifer Brown is a financial advisor at Cetera with the PFS™ and Series 66 designations and two years of industry experience. She is also the president of Jennifer L Brown CPA PLLC, a tax preparation firm offering federal and state tax return services. Brown serves as an oversight council member for the Texas Society of CPAs Austin chapter and holds a part-time controller position at Hunter Concrete Pumping LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Andrew Flores is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. His prior work includes roles in homebuilding and electrical services industries. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Mason Morgan is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works closely with dedicated Financial Consultants to ensure clients' needs are met and financial plans remain aligned with their goals. He focuses on understanding each client's unique situation and developing customized strategies to support their financial objectives. Prior to his current role, Mason gained experience as a Relationship Manager at Fidelity Investments from 2023 to 2025 and served as a Financial Representative there from 2022 to 2023. This progression reflects his commitment to fostering strong client relationships through trust and personalized service. Outside of his professional work, Mason has interests in baseball, football, golf, movies, and pets.

Anthony Trantham is a Financial Consultant currently working at Fidelity Investments since 2010. Prior to this role, he was a Registered Representative at Asset Strategies Group, LLC from 2006 to 2010. He specializes in helping clients make sound financial decisions by creating customized plans that align with their financial goals and risk tolerance. Anthony's approach focuses on empowering clients through personalized financial strategies. Outside of his professional work, he has interests in art, hiking, playing musical instruments, music, outdoor adventures, and traveling.

Matthew Petrosky is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior work includes roles at TD Ameritrade Investment Management and TD Ameritrade. Outside of finance, he is the owner of a small food and beverage business that produces and cans vegetable goods. 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, supported by centralized operational and custodial infrastructure.

Kimberly Beeney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jan Frey is a Series 66 licensed advisor with Charles Schwab in Pflugerville, TX, and has 12 years of industry experience. She has been with Charles Schwab since 2013. 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody, order-routing, and a formal alternative-investment process.