Michael Jakosalem is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab, he worked at Aya Healthcare and NorthShore University Highland Park Hospital. 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 relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative-investment program.

James Taylor is a financial advisor at Charles Schwab with 27 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2006, following three years at TD Ameritrade. Taylor serves as a board member for Junior Achievement, a nonprofit 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Zachary Archer is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 13 years with TIAA and TIAA-CREF. 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’s investment approach includes multi-asset model portfolios with strategic asset allocation, providing both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Trevor Vail is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 credential and previously worked at JP Morgan Securities, LLC for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Jessica Franks is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at Charles Schwab since 2006. 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 model that combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Matthew Cole is a financial advisor with LPL Financial in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His work history includes multiple roles at Charles Schwab and previous tenure at Banc of America Investment 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Christine Leas Burnley is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes roles at Boardriders Retail Inc., Public Partnerships, and American Eagle Outfitters Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles.

Brian Hazzard is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Charles Schwab since 1999 and Charles Schwab Bank since 2008, while also operating a self-employed production crew role in broadcasting, music, and film. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions. The firm combines integrated advisory, brokerage, custody, and cash management services supported by a large nationwide network of representatives.

Adam Carey is the Regional Director of Executive Services at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by supporting associates in maximizing their talents and assisting clients in planning for long-term financial well-being. Adam has been with Fidelity Investments since 2015, progressing through various roles including Director and Senior Manager of Advisory Services, Portfolio Specialist, Client Management Representative, Client Service Associate, Inheritor Services Specialist, and Financial Representative. His broad experience across these positions has equipped him with comprehensive knowledge in client advisory and portfolio management services. Throughout his career, Adam has emphasized empowering teams and delivering strategic financial guidance to meet clients' needs.

Jack Mishler is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. His prior work includes over a decade at Jackson National Life Distributors LLC and a brief period at Finaeo. 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 a structured alternative-investment platform.

Timothy Leggett is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the CFP® and Series 66 credentials. His prior roles include five years at Schwab Private Client Investment Advisory, Inc., and over a decade at Charles Schwab & Co., Inc. Outside of advising, he manages a rental property by renting out a room in his home. 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 client relationship model that combines primarily non-discretionary advice with access to discretionary separate managed accounts, utilizing multi-asset model portfolios and centralized operational resources.

James Lobato is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Charles Schwab since 2006. Outside of his advisory role, he serves as a pastor and board member of Healing Waters Ministries and is a board member of Colorado UpLift, a nonprofit organization. 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Jenna Dillenburg is a financial advisor at Charles Schwab with six years of industry experience. She holds the Series 65 designation and has worked at Charles Schwab & Co., Inc. since 2022. Prior to joining Schwab, she held roles at Heritage Wealth Management, Inc. and Downey & Associates. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Melanie Zeringue is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has worked at Charles Schwab since 2016 and at Charles Schwab Bank since 2018. 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 discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment options, and integrated brokerage, custody, and cash-sweep services.

Aaron Ramsey is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at The Pacific Financial Group and Jackson National Life Distributors LLC. 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 options, combining multi-asset model portfolios and alternative investment due diligence within an integrated operational structure.

Sterling Smith is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021. Prior to his advisory role, his work history includes positions outside the financial industry, such as with Panera Bread and state forestry departments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Benjamin Douglass is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. His background includes prior roles at Charles Schwab and employment at Kenworth Trucking Company and Vasa Park Resort. 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 related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and a structured advisory process supported by research and alternative investment due diligence.

Nicholas Pacheco is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Prior to joining Schwab, he worked at Best Buy from 2015 to 2020. He has been with Charles Schwab since 2020, including time at Charles Schwab Bank starting in 2025. 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured approach to alternative investments.

Tanner Dreiling is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses, and has eight years of industry experience. His prior roles include positions at Wellbridge and the University of Northern 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 a combination of non-discretionary advisory recommendations alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Jesus Fierro Ponce is a CFP® professional with nine years of industry experience, currently serving at Charles Schwab in Lone Tree, Colorado. He has been with Charles Schwab since 2017 and Charles Schwab Bank SSB since 2019. In addition to his advisory role, he serves as a board member for Horizons Colorado, a nonprofit providing free summer programs for underprivileged children. Charles Schwab & Co., Inc. serves a large client base primarily comprised 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 alternative investments within a highly integrated operational structure.