Kayla Schmit is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to her advisory role, she worked at The Slice and Pint for four years. 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 a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

Daniel Osorio is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab in various roles since 2018, as well as at Fidelity Brokerage Services and Wells Fargo. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Mark Gregory is a financial advisor with Charles Schwab based in El Segundo, CA. He holds the Series 63 and Series 66 designations and has 15 years of industry experience. His prior work includes roles at TD Ameritrade and Scottrade. 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 options using multi-asset model portfolios, supported by centralized custody and a formal alternative-investment onboarding process.

Brent Blitstein is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has prior work experience spanning both financial services and the entertainment sector, including roles at Charles Schwab Bank, Insulation Labs, and various sports and entertainment organizations. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.