Charles Scott III is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment 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 and discretionary investment guidance, integrating multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Diamond Ferguson is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and its affiliated entities since 2012. Outside of his advisory role, he is employed part-time in retail customer service at Sephora. Charles Schwab 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by central custody and operational infrastructure.

Eduardo Pinson Garcia is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at Wells Fargo in various roles and has operated Mirage Media, LLC, a creative media business specializing in photography, videography, and graphic design, where he also occasionally acts in productions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage and custodial services.

Montrice Robinson is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked previously at BNY Mellon Wealth Management, Raymond James & Associates, and BB&T. 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 solutions supported by multi-asset model portfolios and centralized operational infrastructure.