Paul Johnson is a financial advisor with Charles Schwab in Lone Tree, Colorado. He holds Series 63, 65, and 66 licenses and has 28 years of industry experience, including 12 years with Charles Schwab. 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 and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive due diligence process.

Gage Thomsen is a Series 66 licensed financial advisor with 19 years of industry experience, currently with Charles Schwab in Lone Tree, Colorado. He has held roles at Charles Schwab since 2015, including time at Charles Schwab Bank and previously at Bancwest Investment Services, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance along with access to affiliated discretionary separately managed accounts. The firm combines centralized custody and advisory services with multi-asset model portfolios and a formal alternative investment due diligence process.

Marc Rubio is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Charles Schwab since 1997. 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 with strategic asset allocation and alternative investment options.

Craig Loewenstein is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for ten years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment management solutions.

Caroline Ehlers is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. Her work history includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and prior positions at the University of Northern Colorado, Valley Country Club, and Sushi 1 Restaurant. 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 approach supported by centralized supervision and a formal alternative investment process.

Gary Cusack Jr. is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018, following five years at TIAA. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Gregory Lawrence is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at Empower Financial Services and Personal Capital Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management across diversified portfolios.

Jonathon Miller is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work includes roles at J.P. Morgan Chase and Bed Bath & Beyond. 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 solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Thomas Chichester II is a financial advisor at Charles Schwab with 30 years of industry experience. He has held roles at Charles Schwab since 2018 and previously worked at CliftonLarsonAllen Wealth Advisors, LLC. He holds Series 63 and Series 65 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 both non-discretionary and discretionary investment solutions, combining centralized supervision and an extensive multi-asset model portfolio approach.

David Teel is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Charles Schwab since 2020, with prior roles at TIAA-CREF and Fidelity Brokerage Services. 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 blend of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a comprehensive alternative investments platform.

Michael Lewallen is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work history includes roles at Wells Fargo Clearing and Cuna Mutual Group. 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 provides integrated brokerage, custody, and advisory services.

David Weimer is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 designations and has 29 years of industry experience. Prior to joining Raymond James in 2023, he worked for Edward D. Jones & Co., L.P. for 24 years. He is also the owner and president of Weimer Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work alongside a recent addition of SIMPLE IRA Employer Advisory services.

Kimberly Maez is a financial advisor with Ameriprise in Franktown, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in several business ventures including owning and managing multiple entities such as Chasing Monarchs, Inc., which provides business support services. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, algorithm-supported recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Paul Beblavi is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2017. Prior to that, he was employed at Waterway Gas & Wash for five years. Outside of his advisory role, he has worked as a delivery driver for UberEats. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Scott Wilson is a financial advisor with UBS Financial Services in Castle Rock, Colorado, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, Wilson serves on the Board of Directors for the Fellowship of Christian Athletes (FCA) in Colorado, where he is involved in event planning, budget oversight, and staff development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and delivering advisory solutions tailored to clients’ goals and risk tolerances.

Andrew White is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes positions at Transamerica and various non-financial roles. 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a large-scale, integrated operational structure.

Butri Suwannakorn Cohen is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with Charles Schwab since 2013. Outside of her advisory work, she is involved in community activities as a yoga instructor and as a server for Rocky Mountain Catering. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Michael Westra is a CFP® professional with 28 years of experience, currently affiliated with Charles Schwab in Lone Tree, CO. He has worked at Charles Schwab since 1997 and Charles Schwab Bank since 2005. In addition to his financial advisory career, he owns and operates a lawn mowing business, Cutting Edge Mowing LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs and managed-account services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Marcus Nicholson is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Charles Schwab, where he has worked since 2018 in various capacities, including Schwab Bank and Charles Schwab & Co., Inc. His prior experience includes roles at Fisher Investments, Fidelity Investments, Guaranteed Rate, and Northern Trust. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining brokerage, custody, and advisory services. The firm offers a client relationship model that includes both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Enrique Basanez is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch Commodities, Goldman Sachs, and Thrivent Financial. Outside of his advisory role, he is a co-landlord involved in managing a residential rental property. 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 combines non-discretionary advisory models with access to discretionary separately managed accounts, offering a multi-asset investment approach supported by centralized custody and operational infrastructure.