Andrew Hudson is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 designation. He has worked in various roles within Charles Schwab and Morningstar Investment Management. Outside of advisory work, he co-founded a podcast focused on accountability in fitness, motivation, charity, and work-life balance, and assists as a football game announcer assistant for Cuyahoga Valley Christian Academy. 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 services supported by multi-asset model portfolios and alternative investment options.

David Volk is a financial advisor with Primerica Advisors, holding 15 years of industry experience. His career includes nine years in finance and accounting with the Department of Defense and ongoing roles with PFS Investments Inc. and Primerica Financial Services. He is involved in sales of investment-related products and also participates in the referral of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Daniel Blanchette is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Columbia Sussex and multiple hospitality companies. He is based in Richfield, Ohio. Charles Schwab & Co., Inc. serves a large client base of 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational capabilities.