William Hunter II is a financial advisor with Charles Schwab in Corona, CA, holding a Series 66 credential and five years of industry experience. Prior to joining Schwab in 2021, he worked briefly at Edward Jones and previously held roles outside finance, including at Starbucks Coffee Company and as a Youth Faith Formation Assistant at St. Martin de Porres Catholic Church. In his volunteer role, he has coordinated youth ministry programs and faith formation activities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services, discretionary separately managed accounts, and integrated brokerage and custody solutions.

John Kendall is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for five years before joining Schwab in 2018. He serves as a non-paying board member of Christian Arts & Theater, a nonprofit charitable organization. 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 separately managed accounts and alternative investments.

Nathen Trujillo is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Charles Schwab, he worked at Tommy Bahama and The Walt Disney Company. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.