Michael Pefferly is a financial advisor at Charles Schwab in Kennesaw, GA, holding Series 63 and Series 66 designations with 25 years of industry experience. He worked at Scottrade, Inc. for 12 years before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Brennon De Meritt is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he served five years in the United States Marine Corps. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.