John Shoemaker is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Charles Schwab since 2000 and at Charles Schwab Bank, SSB since 2005. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated advisory, brokerage, custody, and cash-sweep services.

Nathanael Allen is a CFP®-certified financial advisor with nine years of industry experience, currently with Charles Schwab in Pensacola, FL. His career includes several roles within Charles Schwab entities and TD Ameritrade, as well as a position at FSA Investment Group LLC. He serves as a Budget and Finance Committee member for Trinity Presbyterian Church. 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 comprehensive investment guidance platform supported by multi-asset model portfolios and due diligence on alternative investments.