Colin Scott is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he held positions in retail and supply industries and spent nine years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and integrated custody services. The firm is notable for its scale, centralized operations, and a structured approach to alternative investments.

Glenn Smith is a financial advisor with Charles Schwab, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney LLC and Prudential Insurance Company of America. Outside of his advisory work, he serves as an assistant coach for a youth soccer club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment guidance supported by an integrated operational structure and multi-asset model portfolios.

Armando Bermudez is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, HSBC Securities, and Wells Fargo. 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 a non-discretionary advisory model with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a structured alternative investment program.

Caroline Salvator is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill Lynch, and Fidelity Investments. 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. Schwab offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.