Andrew Purdy is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, UKG, and Texas Roadhouse. 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 centralized custody, order-routing, and a formal alternative investment onboarding process.

Thomas Mc Cormick III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Schwab in 2019, he worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. from 2010 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and discretionary investment options, multi-asset model portfolios, and alternative investment opportunities within an integrated operational framework.