Hayden Ayers is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He has worked at Charles Schwab since 2020 and previously was employed at ProVantage Corporate Solutions and Campbell University Athletics. He serves as assistant treasurer for the Southern Pines Rotary Club, assisting with transaction records. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm’s model combines non-discretionary advice with access to discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.

Philip Bailey is a financial advisor at Charles Schwab with 22 years of industry experience. He holds a Series 66 designation and has worked with firms including Pottle Financial Services, Securian Financial Services, and A. G. Edwards & Sons. In addition to his advisory role, he owns Tomwin Ventures LLC, a business involved in financial services. 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 and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.