Brian Richter is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2024 and previously held roles at Equity Services Inc and National Life Group. 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 due diligence from Schwab’s Center for Financial Research.

Micah Welton is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Calamos Financial Services and Fidelity Investments. He also serves in the Illinois National Guard as an All Source Intelligence Analyst. Charles Schwab & Co., Inc. provides advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program. The firm combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a comprehensive, multi-asset investment approach.