Erick Loyola is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Victory Capital Management, USAA Investment Management, and Edward Jones. Loyola is also involved in managing several rental properties in New Braunfels, Texas. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory 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 extensive research and centralized operational infrastructure.

Peggy Faulk is a financial advisor with Charles Schwab in New Braunfels, TX, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank, SSB since 2018. Faulk serves on the Board of Directors of Jones Partners, a nonprofit affiliated with Rice University's Jones School of Management. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and uses multi-asset model portfolios supported by its Schwab Center for Financial Research.

Rita Lind is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at USAA Financial Planning Services and USAA Financial Advisors, Inc. from 2006 to 2020, and has been with Charles Schwab since 2020. Outside of her advisory roles, she has managed a personal rental property business for several years. Charles Schwab 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 and discretionary investment options, combining a large client base with centralized custody and order-routing capabilities.