Zachary Taylor is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Mountain Peak Law Group and Drury Inn and Suites. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Eric Kronoveter is a financial advisor at Charles Schwab in Lone Tree, Colorado, holding a Series 66 credential with 25 years of industry experience. He has been with Charles Schwab since 2008. Outside of his advisory work, he is involved in managing a rental property. Charles Schwab 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 a combination of non-discretionary advisory recommendations alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured due diligence process for alternative investments.

Barron Stephenson is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at TD Ameritrade and Charles Schwab Bank prior to his current role. Outside of financial services, he provides part-time rideshare and food delivery services through Uber. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary managed accounts and employs multi-asset strategic allocation portfolios supported by centralized operational and supervisory structures.

Tyler Dunn is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at InnoMax and 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, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and combination of advisory and brokerage services.

Thomas Knight is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, spanning more than a decade. 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 an alternative investments platform.

Francisco Vigil is a financial advisor at Charles Schwab & Co., Inc. based in Lone Tree, Colorado, with one year of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Schwab, he worked at Walmart, Centinel Bank of Taos, Southwest Capital Bank, and Rio Grande Ace Hardware. 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 management, supported by multi-asset model portfolios, alternative investment due diligence, and centralized operational infrastructure.

Cameron Schoffman is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. His work history includes roles at ALPS Advising SS&C and Colorado State Club, as well as experience outside financial services. 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 services and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Travis Losee is a financial advisor at Charles Schwab with 18 years of industry experience. He has held his current role at Charles Schwab and Co., Inc. since 2007. Travis holds Series 63 and Series 66 designations. 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 and a comprehensive alternative investment platform.

Kathy Khuu is a financial advisor at Charles Schwab with 26 years of industry experience. She has been with Charles Schwab and affiliated entities since 1999. Khuu holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized custody, and operational infrastructure.

Joseph Edwards is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, CO, holding Series 66 and Series 63 licenses and having nine years of industry experience. He has been with Charles Schwab since 2016. 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 management solutions, supported by multi-asset model portfolios and centralized operational infrastructure.

Rebecca Grant is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at various divisions within Charles Schwab since 2015, including Charles Schwab Bank and Charles Schwab Trust Bank. 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 services. The firm offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational services.

Connor Cunningham is a financial advisor with Charles Schwab & Co., Inc., holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at GWFS Equities, Rockies Venture Club, and the University of Colorado, Boulder, where he worked in disability services and other capacities. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary managed accounts and uses a multi-asset model portfolio investment approach supported by in-house financial research and alternative investment due diligence.

Mark Vaught is a financial advisor at Charles Schwab with eight years of industry experience. His previous roles include positions at Bank of America, Merrill, and Jackson National Life Distributors. Vaught holds Series 63 and Series 66 licenses. 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 guidance using multi-asset model portfolios, with a notable scale and integrated structure supporting a large client base.

Robert Targosz is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Lead Forensics, and State Farm. 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 detailed alternative investment due diligence process.

Vincent Lavalle is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab, Bank of America, Merrill, and RBC Capital Markets. Outside of his advisory role, Lavalle serves as the treasurer and a board member for the Spring Valley Golf Estates Home Owners Association. 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 employs multi-asset model portfolios supported by centralized custody and operational capabilities.

Thomas Murray is a CERTIFIED FINANCIAL PLANNER™ professional with 26 years of industry experience, currently serving at Charles Schwab in Lone Tree, Colorado. He has worked with Charles Schwab and Charles Schwab Bank since 2000 and 2005, respectively. Outside of his advisory role, he owns a residential property in Nashville that is leased on a long-term basis. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Jacob Torres is a financial advisor at LPL Financial with eight years of industry experience. He holds the CFP® and ChFC® designations, along with a Series 66 license. Prior to joining LPL Financial in 2025, Mr. Torres worked at TD Ameritrade and Charles Schwab, where he spent several years in various roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary and third-party investment strategies.

Nickolas Lamke is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 66 and Series 63 credentials and having 10 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank since 2017. 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, employing multi-asset model portfolios and a formal alternative-investment due diligence process.

Allen Smith is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2017, previously serving at Raymond James Financial Services and Corning Credit Union. 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 with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s research and integrated operational structure.

Lauren Smith is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She works closely with executives to create personalized financial strategies that align with their individual goals, values, and long-term visions. Her approach emphasizes clear communication and collaborative planning to simplify complex financial decisions. Lauren has been with Fidelity Investments since 2024, initially serving as a Workplace Planning Consultant before advancing to her current role in 2026. Prior to joining Fidelity, she gained experience as an Administrative Associate at Western Wealth Management, LLC, and LPL Financial, LLC from 2017 to 2023.