Mason Burnside is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His career includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as prior positions outside the financial industry. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by extensive research and due diligence.

Richard Lopez is a financial advisor with Charles Schwab holding a Series 66 designation and is based in Frisco, CO. His prior experience includes roles at JP Morgan Chase, First Republic Bank, and Charles Schwab Bank. Before transitioning into financial services, he worked in the hospitality industry and in community services. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.