Russell Simmons III is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at TD Ameritrade and Schwab Private Client Investment Advisory, as well as 18 years of service in the U.S. Army Reserve. Outside of finance, he manages farming finances and livestock decisions for his family farm, Small Farm USA, LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash-sweep services through various wrap fee programs and managed accounts. The firm’s approach combines non-discretionary client guidance with access to affiliated discretionary strategies and a formal alternative-investment program.

Scott Hisamoto is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has worked within various Charles Schwab entities since 2008, including Charles Schwab Trust Bank and Charles Schwab Bank. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support.