Drake Steers is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses. Before joining Charles Schwab, he worked at TD Ameritrade and has a diverse work background including roles in retail and moving services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its 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 proprietary research and alternative investment options.

Jay Ditty is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities and Wells Fargo Clearing. Outside of his advisory role, he serves as Senior Pastor at Silver Creek Baptist Church, where he leads weekly worship services. 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’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and a formal alternative-investment onboarding process.