Luken Wilson is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. His prior work includes roles at 3E Company and Gremlin, as well as involvement with the University of San Diego’s University Ministry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custodial services supported by centralized operations and extensive alternative investment due diligence.

Travis Turner is a financial advisor with Charles Schwab in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His career includes roles at Scottsdale Securities, Inc./Scottrade, TD Ameritrade investment Management, LLC, and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

David Stitt is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2009. 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 a client relationship model that combines primarily non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by Schwab’s Center for Financial Research.