Kenji Williams is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 designations. Williams has worked at several firms including Lincoln Financial Advisors, TD Ameritrade, and Scottrade before joining Charles Schwab in 2022. 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 separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Terrence Oliss is a financial advisor with Charles Schwab in Miamisburg, Ohio, holding Series 65 and Series 63 credentials and having two years of industry experience. He previously worked at KeyBank and its investment services affiliate and has experience outside finance, including a role at Lunne Lawn & Landscaping, LLC. 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, combining non-discretionary advisory models with access to affiliated discretionary portfolios and alternative investments.

Barry Linder is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC and Scottsdale Securities, Inc. since 1995. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.