Alexander Levicki is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2011. 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 a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Philip Smith is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Charles Schwab Bank, Raymond James & Associates, Northwestern Mutual Investment Services, and USAA Group. 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 services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Chris Acuna is a financial advisor with LPL Financial in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Transamerica Financial Advisors and Colorado Realty Pros. Outside of advising, he owns Creative Concept Innovations LLC. 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 advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Jamie Jackson is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2014, including two years 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 financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Aaron Haley is a CFP® professional with 27 years of experience in financial advisory roles. He is currently with Edelman Financial Engines and has previously worked at firms including Schwab Private Client Investment Advisory, Charles Schwab, and USAA Financial Planning Services. In addition to his advisory work, Haley serves as a non-public arbitrator on FINRA's arbitration panels. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

David Swain is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2007. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Steven Nearpass is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab since 2013, including roles at Charles Schwab Bank, and was previously employed by TD Ameritrade from 2021 to 2024. 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 a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Michael Elam is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2005. 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 alternative investment programs, supported by a large, integrated operational structure.

Cole Moss is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and having one year of industry experience. Prior to joining Charles Schwab, he worked at the City of Englewood, Colorado, and has experience in education and retail sectors. 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 a centralized operational structure supporting a large client base.

Frederick Hampe is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, he owns a retail coffee roasting business in Colorado. 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 financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary managed accounts, supported by multi-asset portfolios and a comprehensive alternative investments platform.

Heather Paul is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and over 22 years of industry experience. She has worked at several firms, including Fidelity Investments, Motivus Wealth Management, and Commonwealth Financial Network. Paul also practices law through her own firm, Law Offices of Heather Paul, LLC, where she provides legal services. 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 management along with integrated brokerage and custody services.

Jacob Falbo is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 credential and has previously worked at KPMG, LLC, Davita, and FOCUS Catholic. 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 SMAs and offers multi-asset model portfolios, alternative investments, and integrated brokerage and custody services.

Alexander Dew Merriex is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at Charles Schwab since 2017. Outside of his advisory role, he is a partner in Migas Coffee CO, a small start-up coffee shop where he manages day-to-day operations including budgeting, scheduling, inventory, and client experience. 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 services and discretionary separately managed accounts, supported by a multi-asset investment approach and an integrated operational structure.

Conor Cook is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at AEP Professional Group, Sanitas Skin Care, KB Homes, CORE Residential Real Estate Group, and Pulte Mortgage LLC. 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’s model combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

David Long is the Vice President and Branch Leader at Fidelity Investments, where he has served since 2023. In this role, he leads and coaches Wealth Management Teams serving the Denver Metro area. Prior to his current position, he held roles at Fidelity Investments including Financial Consultant from 2019 to 2022. Before joining Fidelity, David worked at OppenheimerFunds in various capacities such as Internal Sales Manager, Sales Trainer, and Regional Sales Representative between 2009 and 2019. Outside of work, David spends time with his wife, daughter, and son.

Kyle Przybylski is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Charles Schwab since 2020, with prior roles at AnswerNet, eBags, and the University of Denver. 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 proprietary research and a range of alternative investments.

Jerod Pincomb is a financial advisor with Charles Schwab in Lone Tree, CO, holding a Series 66 designation and 20 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advice and access to affiliated discretionary separately managed accounts. The firm combines a large client base and integrated services, including advisory, brokerage, custody, and cash-sweep programs.

Sean Gallup is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, TIAA, and TIAA-CREF. 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 a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Joshua Greenway is a financial advisor at Charles Schwab & Co., Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2015. 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 and discretionary investment guidance using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Eric Dronen is a financial advisor with Charles Schwab in Lone Tree, Colorado. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 19 years with Charles Schwab since 2007. Outside of his advisory role, he serves as CFO and Vice President of TED Capital LLC, where he analyzes investment property profit and loss. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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, leveraging multi-asset model portfolios and a centralized operational structure.