Autumn Walker is a financial advisor at Charles Schwab with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Charles Schwab since 2008. Outside of her advisory role, she serves as Vice President of the St. James Manor Homeowners Association, 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, offering both non-discretionary and discretionary investment options supported by centralized custody and an extensive operational infrastructure.

Colin Thurston is a CFP® professional with five years of industry experience, currently advising at Charles Schwab in Indianapolis, IN. His work history includes multiple roles at Charles Schwab and Charles Schwab Bank since 2019. Outside of finance, he has experience in the hospitality sector, having worked at Cups Coffee and Hall Quarry Beach. Charles Schwab 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 a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and a formal alternative-investment platform.

Jonathan Beecham is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Charles Schwab since 2007. Outside of his advisory role, he owns a private rental property. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary buy/sell recommendations with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by centralized operational and research resources.

Bryson Banks is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has previously worked at Angie's List and Accenture. Outside of his advisory role, he oversees client interactions and marketing for Make 'Em Pop Creations LLC, a business he has been involved with since 2017. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.