Luke Goerdt is a CFA® charterholder with 18 years of industry experience. He is currently with Charles Schwab, where he has worked since 2019, following prior roles at FDX Capital LLC and Jackson National Life Distributors 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Evan Cohen is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab since 2014 and also worked at Vail Resorts from 2009 to 2020. 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 proprietary research and a formal alternative investment program.

Barrett Vossler is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 12 years of industry experience. His career includes roles at TD Ameritrade and Charles Schwab Bank. Outside of finance, he is involved in advertising and renting commercial space for day use in Dallas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated brokerage and custodial services.

Alex Lorenzin is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab in 2021, he worked in various service and retail roles, including at Red Lobster and Waggin' Tails. 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 mix of non-discretionary and discretionary investment solutions, supported by an integrated operational structure and centralized custody services.

Gena Eads is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 26 years of industry experience. Her prior experience includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. She is based in Parker, CO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary consulting, and institutional advisory services.

John Mc Gee is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at TD Ameritrade and Sugar Land Veterinary Specialists & 24-Hour Care. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 and discretionary investment guidance using multi-asset model portfolios and centralized supervisory and custody arrangements.

Amber Jennings is a financial advisor at Charles Schwab & Co., Inc. with two years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at AmeriFirst Financial and First California Mortgage. 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 solutions, leveraging multi-asset model portfolios and alternative investment options through a centralized and integrated operational structure.

Kyler Hensel is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TIAA, Northwestern Mutual, and Ace Hardware. 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 financial planning and discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and access to multi-asset model portfolios and alternative investments.

Matthew Avalon is a financial advisor with Charles Schwab possessing seven years of industry experience. He has worked at several firms, including Vitalize LLC, Bank of America, Merrill, Citigroup, and E*Trade Securities. He holds a Series 66 designation and is based in Lone Tree, Colorado. 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 and discretionary investment options, using multi-asset model portfolios and a centralized operational structure serving a large client base.

Mason Ostasz is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he has worked in diverse positions including Big 5 Sporting Goods and Walgreens. He also has experience in education spanning nine years. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s research and due diligence processes.

Travis Ryan is a CFP® with seven years of industry experience currently affiliated with Charles Schwab in Lone Tree, Colorado. His prior experience includes roles at Fidelity Brokerage Services LLC, State Street Corporation, Towne Park Ltd., and Vineyard Vines. 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 employs a multi-asset model portfolio approach supported by centralized operational infrastructure.

Daniel Olson is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Morgan Stanley Investment Management, Tortoise Ecofin, First Capital Ventures, and Britehorn Securities. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rance Mc Dougald is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has worked at Charles Schwab for 30 years. Outside of his advisory role, he is a voice actor appearing in radio and TV commercials and also performs as a drummer and vocalist for the band Dead Cat Bounce, where he also books venues. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of investment advisory, brokerage, custody, and financial planning services through integrated wrap fee programs and managed accounts. The firm’s approach combines non-discretionary advisory services with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investment options.

Jeff Morris is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at USAA in various financial planning and investment management roles from 2010 to 2020. 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 and discretionary investment guidance using multi-asset model portfolios and maintains a centralized operational structure for advisory, custody, and brokerage services.

Ashley Lane is a Financial Consultant at Fidelity Investments, where she has been assisting clients with their financial planning needs since 2019. She utilizes Fidelity's investment platform and technology to support her clients effectively. Prior to joining Fidelity, Ashley worked as a Financial Solutions Advisor at Merrill Lynch from 2008 to 2018. Her professional experience spans over a decade in financial advisory roles. Outside of her professional responsibilities, Ashley enjoys cooking and baking. She also values family activities and parenthood, which are important aspects of her personal life.

David Wallenburg is a financial advisor with Charles Schwab in Lone Tree, Colorado. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, having been with Schwab since 2010. 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 centralized custody and operational infrastructure.

Brandan Kosoff is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TIAA and TIAA-CREF for 14 years. 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 and discretionary investment options, combining multi-asset model portfolios, written advice policies, and a centralized operational framework.

Brianne Aubrey is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has worked at Bank of America Merrill Lynch and City National Bank prior to her current roles. Between 2018 and 2020, she took time away from the industry as a stay-at-home mom. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored financial planning, and integrated investment solutions through both in-house and third-party managers.

Jared Page is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles outside of finance, such as positions at Amazon and various hospitality and retail establishments. Charles Schwab serves a large client base, including 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, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jacob Dunlap is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 1997. Outside of his advisory role, he is involved in agricultural business operations through ownership of D&M Ranch, LLC, which engages in cattle and wheat farming. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.