Mary Bottella is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of her advisory role, she manages a rental property in Naples, Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, providing a combination of non-discretionary and discretionary investment options along with integrated brokerage, custody, and financial planning services.

Beau Hall is a financial advisor with Charles Schwab in Potomac, MD, holding a Series 66 designation and eight years of industry experience. His prior work includes five years with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by due diligence from its research division.

Nicholas Garcia is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018, following five years at Scottrade, Inc. He also spent a year at the Robert H. Smith School of Business at the University of Maryland. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s model includes both non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset portfolios and a centralized operational structure.

Malcolm Mc Coy is a financial professional with one year of industry experience, currently with Charles Schwab. He holds a Series 66 credential and has prior experience with firms including Cetera Investment Advisers LLC and Kinnect Advisors. Outside of advisory work, he is also involved in fixed insurance sales as an insurance agent. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized operations and alternative investment options.