Steven Santy is a financial advisor with Charles Schwab in Portsmouth, NH, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2017. Outside of his advisory role, he owns and leases a single residential rental property. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 integrated brokerage, custody, and advisory services.

Alexa Gillett is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. She has held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and Aileen Dugan State Farm, as well as near a decade at The Commonwealth Agency. Prior to her advisory roles, she spent four years in full-time education. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and centralized operational structure.

Andrew Black is a CFP® certificant with 27 years of industry experience. He is currently with Charles Schwab and Co., Inc. and Charles Schwab Bank SSB, having joined in 2022. Prior to that, he worked at TD Ameritrade and Scottrade. Outside of his financial advisory role, he is involved with North Shore Partners doing business as Anytime Fitness. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 a combination of non-discretionary advisory services with access to discretionary separately managed accounts and employs a multi-asset model portfolio investment approach.

Charles Riopel is a financial advisor with Charles Schwab in Portsmouth, NH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. Riopel serves as a member of the board of trustees for the Webster at Rye/Rannie Webster Foundation, which oversees the Webster at Rye retirement facility. 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, combining a large client base with integrated advisory, brokerage, custody, and cash-sweep services.