Frederick Gaskin is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Charles Schwab in 2019, he worked at J.P. Morgan Institutional Investments Inc. and Jpmorgan Investment Management Inc. from 2011 to 2018. 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 employs multi-asset model portfolios alongside a formal alternative-investment onboarding and placement process.

Benjamin Witcher is a financial advisor with Charles Schwab & Co., Inc. in Bluffton, SC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at TD Ameritrade and Thrivent Financial. 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 models alongside discretionary separately managed accounts, supported by a multi-asset portfolio approach and centralized operational infrastructure.

Hampton Long is a Series 66 licensed financial advisor with 10 years of industry experience, currently with Charles Schwab & Co., Inc. He previously worked at Bank of America and Merrill from 2016 to 2021. Outside of his advisory work, he serves in several nonprofit roles, including as an advisory board member for the Lowcountry Chamber Music Festival and as a trustee and finance committee member for local charitable organizations in South Carolina and an educational foundation in Canada. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational structures.