Antoine Campbell is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior roles include a year at Northwestern Mutual and several years in full-time education. He is based in Delray Beach, FL. 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 advisory models, combining multi-asset model portfolios, written advice policies, and access to alternative investments within an integrated operational structure.

Herschel Diaz is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, E*TRADE, and Edward Jones. Outside of advising, he is a silent partner and vice president of a retail business owned jointly with his wife, for which he provided initial funding. 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 advisory services and access to discretionary separately managed accounts. The firm’s integrated model includes brokerage, custody, and financial planning services delivered through a large network of representatives.

Jarrett Bond is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors, Northwestern Mutual, and his own consulting firm, Bond Consulting LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice with access to affiliated discretionary strategies, integrated brokerage, custody, and cash-sweep services.

David Shoemake is a CFP® professional with Series 66 registration and six years of industry experience. He is currently affiliated with Charles Schwab in Delray Beach, FL, where he has worked since 2018, including roles at Charles Schwab Bank, SSB. Prior to this, he held positions at Volusia Title Services and the Roland George Investment Program, and he worked in wellness and recreation at Stetson University. 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. Schwab offers a blend of non-discretionary and discretionary investment guidance delivered via multi-asset model portfolios, with centralized supervisory, custody, and order-routing functions across a broad, integrated wealth management platform.