Sahej Bhasin is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His career includes roles at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and UBS Financial Services. He also has experience at Pepperdine University. 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, combining non-discretionary client advisory with access to discretionary separately managed accounts and a structured alternative investment offering.

Gregery Lee Jr. is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Charles Schwab Bank and Charles Schwab in 2023, he held a role in sports information at Fredonia State in 2023. Charles Schwab serves a large client base, 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 non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset investment approach supported by the Schwab Center for Financial Research.