Lisa Villamizar is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, The Vanguard Group, and Apollon Wealth Management. 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 with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.

William Davis is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Charles Schwab, having previously worked at TD Ameritrade and Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory wrap fee programs and managed account services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

James Jones is a financial advisor with Charles Schwab, holding Series 63, Series 65, and Series 66 designations and 29 years of industry experience. He has worked at Charles Schwab since 2014 and also at Charles Schwab Bank, SSB since 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 affiliated discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Jack Pelt is a financial advisor at Charles Schwab in Mt. Pleasant, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Greystar for three years and PricewaterhouseCoopers for two years. He also has a long-standing role at MAP Partners LLC since 2005. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a distinctive integrated operational structure.

Elesparantae Powe is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has worked at several notable firms, including Fidelity Investments and TD Ameritrade. Outside of her advisory role, she is a member and owner of Atlantic Pearle LLC, a real estate investment holding company. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.