Trent Dattoli is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Charles Schwab Bank. Outside of his financial career, he owns a sports and recreation retailer specializing in surfboards and related supplies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts within an integrated, large-scale operational framework.

Helen Minieri Stacy is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.