Focus Financial Annual Summit

Clint Cowles is a senior manager for Schwab Advisor Wealth Strategy Consultants. He focuses on helping advisors successfully incorporate sophisticated trading strategies and advanced allocation models into their practices. Through webcasts, workshops, and individual support, he provides the insight and expertise advisors need to improve their trading efficiency using thinkpipes®, Schwab’s advanced trading platform.

Mr. Cowles holds a bachelor’s degree in mathematics from Augsburg College. He is a Chartered Market Technician and holds FINRA Series 3, 4, 7, 24, 34, and 63 licenses.

Jake King is a Director in the RIA channel supporting Schwab Asset Management®. Mr. King is responsible for personalizing the firm’s investment products and solutions to investment advisers’ needs, inclusive of Schwab Funds®, Schwab ETFs, and separately managed accounts.

Prior to joining Schwab in 2009, Mr. King served as a regional vice president for SunAmerica Asset Management Company where he was responsible for mutual fund and 401(k) platform distribution. He also held similar roles at Touchstone Investments, Conseco Capital Management, and State Street Research & Management.

Mr. King earned a Bachelor of Arts in political science from Roanoke College. He is an Accredited Investment Fiduciary® designee and holds Series 6, 7, 63, and 66 licenses.

Todd Wilson, MBA, is a Senior Relationship Manager with Schwab Advisor Services, based in the Twin Cities. He works closely with independent Registered Investment Advisors to help them build and grow successfully

With more than two decades of experience, Todd brings a deep understanding of the RIA business model and the operational, strategic, and human capital challenges advisors face as their firms evolve.

Todd is passionate about partnering with advisors who value integrity, accountability, and an entrepreneurial mindset, and who are committed to delivering an exceptional end-client experience. He considers it a privilege to work alongside independent advisors and to support the continued strength and innovation of the RIA industry.

Todd earned his Bachelor of Science degree from Minnesota State University – Mankato, and his MBA from the University of St. Thomas. He also holds Series 7 and 63 licenses

Neil Rogers is a seasoned financial services professional with more than 20 years of experience delivering exceptional client service. He has been with Charles Schwab for six years, spending three years supporting advisor firms within the Institutional Group and an additional three years with the Premier Wealth Group. Throughout his career, Neil has built a reputation for being knowledgeable, dependable, and deeply client focused.

Committed to continuous professional growth, Neil recently added the Series 9 license to his portfolio of securities credentials, reinforcing his expertise and leadership capabilities within the industry.

Outside of work, Neil is an avid sports fan who enjoys basketball and the NFL—especially cheering on the Denver Broncos. He also enjoys bowling and proudly calls Colorado home.