Shawn Carvalho is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2000, including its bank division since 2005, and briefly worked at TD Ameritrade in 2023. 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 mix of non-discretionary and discretionary investment solutions, combining centralized custody and advisory services with multi-asset model portfolios and alternative investment access.

Gerald Wilkerson is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. His career includes over a decade at TD AMERITRADE and multiple engagements with Charles Schwab totaling several years. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm’s model combines non-discretionary client decision-making with access to discretionary separately managed accounts and includes due diligence on alternative investments through its research center.

Michael Quitazol is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for TD Ameritrade from 2007 to 2023 before joining Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of non-discretionary and discretionary investment management along with integrated custody and brokerage services. The firm’s scale and operational structure support a broad client base with multi-asset model portfolios and access to alternative investments.

Eric Busch is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2022 and previously spent 12 years at TD Ameritrade Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment onboarding process.

Mae Patton is a financial advisor with Charles Schwab in Temecula, CA, holding Series 63 and Series 66 credentials and four years of industry experience. Her previous roles include positions at TD Ameritrade and Aerotek, as well as six years at Revenue Point Cycle Solutions. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and a formal alternative investment program.