Brett Morris is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at TD Ameritrade and TIAA-CREF. He serves as a housing board member for the Cowlitz Indian Tribe, reviewing housing assistance needs for tribal members. Charles Schwab & Co., Inc. provides wealth management services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary managed accounts with a multi-asset investment approach.

Edgard Martinez is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Convoy Home Loans, Global Equity Finance, Academy Mortgage, and Gold Star Mortgage Financial. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.