Chandler Dixon is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His career includes roles at Charles Schwab since 2021 and multiple periods associated with Southwestern University. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated non-discretionary and discretionary investment management services supported by centralized custody and order-routing infrastructure.

Kevin Yeiser is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and four years of industry experience. His background includes roles at Texas A&M University Corps, Ohio University, and the National Collegiate Athletic Association. 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 discretionary separately managed accounts. The firm’s integrated structure supports a large client base with centralized custody and order-routing services.

Eric Johnson is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent a decade at Fidelity Investments, including two years with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is a member of Brown Cow Properties, LLC, which manages a short-term rental property in Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to affiliated discretionary SMA portfolios. The firm combines a large client base and integrated services including brokerage, custody, and alternative investment options.