Lone Tree, CO 9800 Schwab Way Office

Scott Barnes is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has three years of industry experience, with ten years at Charles Schwab. He is based in Lone Tree, Colorado. 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 supported by research from the Schwab Center for Financial Research.

Jackson Cook is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Charles Schwab Bank and Charles Schwab since 2016, following a year at Scottrade, Inc. 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 offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a structured alternative investments program.

David Koch is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and 26 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervisory, custody, and order-routing arrangements.

Christopher Sagendorf is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2000 and at Charles Schwab Bank, SSB since 2008. 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.

Korina Adams is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked at Linear Roofing, Del Frisco's Grille, Jolt N' Joes, and Allegiance before joining Schwab. 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 relationships and access to affiliated discretionary separate managed accounts, supported by centralized custody and operational infrastructure.

Josh Moffatt is a CFP® professional with 26 years of industry experience, currently affiliated with Charles Schwab in Lone Tree, Colorado. He has worked at Charles Schwab since 1999 and has experience with related entities including Charles Schwab Bank. Outside of his advisory role, he is involved with two private limited liability companies, ESJ 418 LLC and 9700 Wagon Trail 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment programs.

Benjamin Harvey is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding a Series 66 designation and three years of industry experience. Prior to joining Schwab, he worked at Stanley Black and Decker and was involved with Top Hat Valet / Kwik Park. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Blake Dale Ealum is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as experience outside finance in education and engineering. 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 combines non-discretionary advisory services with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational infrastructure.

Michael Sorensen is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at T Rowe Price and Merrill Lynch Pierce, Fenner & Smith Incorporated. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Chase Breslaw is a CFP® professional affiliated with Charles Schwab, with seven years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2022. Prior to that, he held roles at Uber and Colorado State University. 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 offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Eric Biga is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 66, Series 63, and Series 65 licenses and bringing 11 years of industry experience. He has been with Charles Schwab since 2014 and Charles Schwab Bank since 2021. Outside of his advisory role, he serves as a trustee on the board of Youth For Understanding USA, a nonprofit organization. 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 and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Stephen Moran is a financial advisor at Charles Schwab in Lone Tree, CO, holding Series 66 and Series 63 licenses with four years of industry experience. His prior work includes roles at the Department of Human Services and Jamie Russell State Farm. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocation and ongoing due diligence.

Jorge Osuna Moya is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked at T. Rowe Price Investment Service, Inc. and Wells Fargo Bank, N.A. He has been with Charles Schwab and its affiliated bank since 2017. 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 related 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 its Center for Financial Research.

Michael Reither is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes eight years at RBC Capital Markets and six years at Wells Fargo Advisors LLC. Outside of his advisory role, he is the managing member of Regal Roses LLC, where he oversees rental property management activities. 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, offering a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Penny Bartlett is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2006. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational infrastructure.