Byron Sheffield is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Financial Services, Fidelity Investments, Bank of America, and Fisher Investments. He is currently based in Clearwater, Florida. 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 offers a model combining non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset allocation strategies and a centralized operational structure.

Peter Sloan is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. His prior roles include positions at TD Ameritrade, TD Bank, and his own insurance brokerage. Outside of financial services, he managed an event rental business and is registered as agent for a home solutions company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management supported by comprehensive brokerage and custody services.

Jason Pinholster is a financial advisor with Charles Schwab in Clearwater, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at various Charles Schwab entities since 2009. 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 advice and access to discretionary separately managed accounts via an integrated platform.

Lillian Schnabel is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, Fidelity Investments, and UMUC. 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 discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Gabriel Suarez is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and 2023, respectively. 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment platform.

Isaac Voltoline is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Schwab, he worked at the City of St. Petersburg and Haddad Dealerships, and has been involved with ModernTetra since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to affiliated discretionary SMA portfolios, alongside custody and brokerage services.