Mitchell Carr is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Charles Schwab since 2017, following four years at LPL Financial. He serves as a board member of Queen City Restaurant Supply, where he holds non-voting ownership. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside a formal alternative investment vetting process.

Jonathan Lopez is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2020, he worked at E*TRADE Capital Management and E*TRADE Securities from 2015 to 2020. 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 separately managed accounts, using multi-asset model portfolios and a centralized operational structure.