Ryan Grande is a financial advisor at Charles Schwab with a Series 66 designation and approximately one year of industry experience. His prior work includes positions at Nicholas Massimo - Equitable Advisors, Equitable Advisors, and KPMG LLP. He has also been involved with Aji 53. 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, supported by a centralized operational structure.

Michael Illari is a CFP®-designated financial advisor with 20 years of industry experience, currently serving clients at Charles Schwab since 2012. He is president of Illari Corp, a management company established for his independent broker relationship with Schwab. 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Trent Dattoli is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Charles Schwab Bank. Outside of his financial career, he owns a sports and recreation retailer specializing in surfboards and related supplies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts within an integrated, large-scale operational framework.