Alec Kurth is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, including a role at Charles Schwab Bank, SSB. Prior to his career in financial services, he was involved in community support activities such as the Sojourners Care Network Crisis Transitional Housing Unit and Vinton County Flood Relief. 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 combined advisory, brokerage, and custody model with both non-discretionary and discretionary investment options.

Joshua Metayer is a financial advisor with Charles Schwab in South Burlington, Vermont, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at TD Ameritrade and Foresters Equity Services. Outside of his advisory work, he manages a small multifamily rental property, where he personally occupies one unit and manages the others. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory guidance with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment platform.

Drew Di Mario is a financial advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab in 2024, he was involved with the Canteen Creemee Company for seven years. He holds a Series 66 designation. 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 combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrates brokerage, custody, and advisory services on a large scale.