Walter Taylor is a financial advisor with Charles Schwab in Lexington, KY, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at PNC Investments for five years before joining Charles Schwab in 2020. He serves as a board member of the Baptist Health Foundation in Lexington. 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, offering both non-discretionary and discretionary investment options along with a broad range of integrated brokerage and custody services.

Justin Hughes is a financial advisor with Charles Schwab & Co., Inc. in Lexington, KY, holding a Series 66 designation and 14 years of industry experience. He previously worked at TIAA-CREF and Tiaa from 2016 to 2020 before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves a large client base primarily comprising 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 solutions, supported by centralized custody and operational infrastructure.

Jesica Taylor is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has a diverse background including roles at the Kentucky Arts Council and Seattle University. Taylor also serves as Membership Chair for the Kentucky State Poetry Society, where she manages membership records and communications. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment offering.