Jason Favara is a financial advisor at Charles Schwab with 24 years of industry experience. He has held positions at TD Ameritrade from 2010 to 2022 before joining Charles Schwab in 2022. He holds Series 63 and Series 66 licenses and is based in Staten Island, NY. 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 and offers a multi-asset investment approach supported by centralized operational and research resources.

Evangelia Platis is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing six years of industry experience. She previously worked at J.P. Morgan Securities and Wells Fargo, among other firms. She serves as assistant treasurer at Holy Trinity - St. Nicholas Greek Orthodox Church, a nonprofit organization in Staten Island. Charles Schwab 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 management with multi-asset model portfolios and centralized operational support.