Katie Obermeyer is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Charles Schwab, where she has worked since 2019, following five years at OppenheimerFunds. Outside of her advisory role, she works as a delivery driver for Instacart and Shipt on a part-time basis. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and integrates investment guidance with centralized custody and operational support.

Angel Kelchen is a financial advisor with Edward Jones in Castle Rock, CO, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, all with Edward Jones. Outside of his advisory role, he is involved with DKMM, LLC, a manufacturing business based in Commerce City, CO. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Robert Bourgeois is a financial advisor at Charles Schwab & Co., Inc. with 22 years of industry experience. He has been with Charles Schwab since 2010 and holds Series 63 and Series 66 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Emmanuel Castaneda is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and teaching at the Community College of Aurora. Charles Schwab & Co., Inc. serves mainly 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Ashley Warda is a financial advisor at Edelman Financial Engines with 10 years of industry experience. She holds a Series 65 designation and has worked at various entities within Financial Engines since 2016. 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 modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Andrew Weinstein is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado. He holds the Series 66 designation and has 12 years of industry experience, including 10 years at 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

John Samartine is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63, 65, and 66 licenses and 16 years of industry experience, all with Charles 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody, trading, and alternative investment processes.

Johnathan Hillier is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at the Credit Union of Colorado, GardaWorld, and Securitas Security Services. Hillier is also a commissioned officer candidate with the Colorado Army National Guard. 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, utilizing multi-asset model portfolios and due diligence on alternative investments.

Austin Yarrington is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Scott Houghton, Northwestern Mutual Investment Services, and Jeremy Sarby. 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 operates a primarily non-discretionary client relationship model, providing periodic investment recommendations while clients retain decision-making authority, and offers access to discretionary separately managed accounts through an affiliate.

Jennifer Powers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. She has worked with Thrivent Financial since 2020 and has prior experience at Newfield Exploration from 2010 to 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses covering a broad range of planning topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Dakota Bramhall is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2021, he worked at Edward Jones from 2019 to 2021 and held positions at Baroda Holm and ProActive Advisors. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency strategies through a centralized consulting team that collaborates with individual advisors.

Kyle Rash is a financial advisor at Charles Schwab with Series 66 registration and one year of industry experience. Before joining Schwab, he spent ten years in full-time education. 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 separate managed accounts and offers multi-asset model portfolios supported by dedicated research and due diligence.

Joseph Cali is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63, 65, and 66 designations and has worked within various Charles Schwab entities since 2008, including roles at Charles Schwab Trust Bank and Charles Schwab Investment Advisory, Inc. 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, offering multi-asset model portfolios supported by centralized custody and operational infrastructure.

Hayley Suchan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 25 years of industry experience. Her prior work includes 15 years at LPL Financial, LLC and a year at Wells Fargo Investments, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of platform and custody arrangements.

Michael Murphy is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Fidelity entities since 2013. His work history includes roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset types.

Serena Betournay is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2018, her work history includes roles at Apple Inc., JP Morgan Securities LLC, JP Morgan Chase Bank, and E*Trade Financial. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Andrea Hood is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 63 and Series 66 registrations and has been with Charles Schwab since 2016. 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 a centralized operational structure and due diligence processes.

Aaron Kennedy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 17 years and at OSAIC for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adrian Ioachim Titeica is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has worked at Charles Schwab since 1998. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Andrew Buckley is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Charles Schwab since 2015. 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. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.