Eduardo Valero is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including TIAA, Fisher Investments, and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by multi-asset portfolios and alternative investment options.

Daniel Hernandez is a CFP®-certified financial advisor with four years of industry experience, currently with Charles Schwab. His prior experience includes roles at Fidelity Investments and Northwestern Mutual. Outside of finance, Hernandez has been involved with TOCA Football and La Costa Mariscos. 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 SMAs and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.