Gregory Starkey is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PFS Investments ONC, Primerica Financial Services, TD Ameritrade, and Scottrade. Outside of his advisory work, he is the founder and owner of Faith Inflatables, a small consumer-products venture focused on large decorative holiday inflatables. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized custody and order-routing services.

Mia Amos is a financial advisor with Charles Schwab in Carlsbad, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at TD Ameritrade for 17 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base primarily made up 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 offers both non-discretionary and discretionary investment options, combining centralized custody and brokerage services with multi-asset portfolio management and alternative investment due diligence.

Joshua Lozano is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior work includes roles at Neubloc, Karl Strauss Brewing Company, The Cork & Craft Abnormal Brewery, and Starbucks. 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 alternative investments, supported by a large-scale, integrated operational platform.